At a Glance
- Tasks: Provide research and advice to partners, creating tailored reports for clients.
- Company: A leading financial services firm with a commitment to employee development.
- Benefits: Competitive salary, 25 days holiday, discretionary bonus, and shopping discounts.
- Other info: Hybrid working available with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Diploma Level 4 preferred; experience in paraplanning is a plus.
- Paraplanner
- North West Leicestershire – hybrid available (our ref AL1423)
- Salary to £45,000 dep on exp + benefits
My client
My client has numerous offices throughout the UK and they have the scale and resource to provide exceptional advice and service to their clients, advisers and employees.
They are proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make them an employer of choice.
Purpose of the Paraplanning role
You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports.
You will successfully deliver high level, complex reports written specifically with clients in mind.
This is achieved through a consistent high level of service and expertise both as individuals and as a team.
Paraplanning role summary
- Adhering to the Company’s Service Excellence, you will be expected to always provide exceptional client service.
- The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.
- Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.
- You will be required to keep up to date with all relevant training and best practice to enable this standard to be met.
This includes company and departmental training, competence, and development initiatives.
- Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
- Have a thorough understanding of the Company advice process, reporting format, pre-approval process and regulatory requirements.
- Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice.
Key skills and personal attributes
- A positive, fair, and friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
- Honesty, integrity, and ability to maintain confidentiality.
- Diploma Level 4 qualified preferred, although with paraplanning experience, we can also consider individuals who are working towards level 4 but not quite yet completed
- Hard working and responsive to the need to deliver a high-quality support service.
- Commercially minded and driven.
What’s on offer to you
- 25 days holiday (increasing by an additional day per annum up to 30 days)
- Discretionary bonus
- Match your personal pension contribution up to a maximum of 7.5%
- Life assurance of up to 4 x your salary;
- Income protection of 75% of your basic salary in the event of long term sickness
- Employees can use their financial advisers within the company for any financial advice or knowledge
- Interest free season tickets loans, eye care and childcare vouchers.
- Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
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.
Full Privacy Notice can be found on our website
Paraplanner in Hathern employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Hathern
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like North Oak Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Hathern
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to North Oak Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on North Oak Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at North Oak Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with North Oak Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at North Oak Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former North Oak Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
