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- Tasks: Support financial advisers with research, analysis, and report writing.
- Company: Independent Financial Adviser company in Leicestershire with a hybrid work option.
- Benefits: Salary between £35,000 - £38,000 plus additional benefits.
- Why this job: Join a dynamic team and enhance your skills in financial planning.
- Qualifications: Experience in paraplanning and a good understanding of investment and pension products.
- Other info: Opportunity for career growth and a client-focused work environment.
The predicted salary is between 30000 - 38000 £ per year.
Leicestershire (Our Ref AL1390)
Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period.
Salary £35,000 - £38,000 dep on exp + benefits
My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.
You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered.
Duties and responsibilities include:
- Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing
- Managing your own workflow whilst using your initiative to meet agreed service levels
- You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
- Excellent organisational and communication skills.
- Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.
Skills and experience required:
- Experience of producing bespoke technical suitability reports.
- An exceptional working knowledge of Microsoft Word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems.
- Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports.
- Fund performance and risk analysis.
- Cash flow modelling.
- Manage complex cases, from inception to completion and find solutions to technical problems.
- Manage queries and provide suitable remedies.
- Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
- You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.
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Paraplanner in Coventry employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss investment, retirement, and pension products confidently. We want you to shine when they ask about your experience with suitability reports!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed complex cases or tight deadlines. This will demonstrate your ability to handle the pressures of a paraplanner role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your experience in product research, portfolio analysis, and report writing. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t forget to showcase your technical understanding of investment, retirement, and pension products. If you’ve got that level 4 Diploma in Regulated Financial Planning, flaunt it! We love seeing qualifications that back up your experience.
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website: Finally, make sure to apply through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, retirement, and pension products. The interviewers will likely ask you technical questions to gauge your understanding, so being well-prepared will show them you're serious about the role.
✨Showcase Your Experience
Be ready to discuss your previous paraplanning roles in detail. Highlight specific examples of how you've managed complex cases or produced bespoke suitability reports. This will demonstrate your capability and experience in a way that resonates with the interviewers.
✨Demonstrate Your Organisational Skills
Since managing your own workflow is key in this role, come prepared with examples of how you've successfully juggled multiple tasks in the past. Talk about your methods for staying organised and meeting deadlines, as this will be crucial for success in the position.
✨Client-Focused Mindset
Emphasise your commitment to client relationships during the interview. Share instances where you've gone above and beyond to ensure client satisfaction, as this aligns perfectly with the company's values and the importance they place on client service.
