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- Tasks: Support financial advisers with research, analysis, and report writing in pensions management.
- Company: Independent Financial Adviser company based near Leicester with a supportive team culture.
- Benefits: Competitive salary, hybrid working options, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in paraplanning and a good understanding of investment and pension products.
- Other info: Enjoy a flexible work environment with potential for career growth.
The predicted salary is between 30000 - 42000 £ per year.
Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period.
£38,000 dependent on experience and 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
- 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.
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
- Proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents
- Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service
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 is required.
Fund performance and risk analysis and cash flow modelling are also part of the role.
Full Privacy Notice can be found on our website.
Paraplanner (Pensions Management) in Leicester employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) in Leicester
✨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 confidently discuss investment, retirement, and pension products. We want you to shine when they ask about your experience with portfolio analysis and suitability reports!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like reports or analyses you've done. This will help demonstrate your attention to detail and understanding of client outcomes, which are crucial for a paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner (Pensions Management) in Leicester
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 Qualifications: If you've got the level 4 Diploma in Regulated Financial Planning (DipPFS), flaunt it! If you're working towards it, mention that too. We love seeing candidates who are committed to their professional development.
Be Detail-Oriented: Since accuracy and attention to detail are key in this role, make sure your application reflects that. Double-check for any typos or errors before hitting send. We appreciate a candidate who values quality!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the info you need about the role. Let's make this happen!
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 product research, portfolio analysis, and report writing you've done. This will demonstrate your capability and how you can add value to their team.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, prepare to discuss how you ensure quality compliance standards in your work. You might even want to bring along a sample of your work (if possible) to showcase your attention to detail.
✨Familiarise Yourself with Tools
Get comfortable with Microsoft Word, Excel, Teams, and any performance analysis software mentioned in the job description. If you can, practice using these tools beforehand so you can confidently discuss your proficiency during the interview.