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- Tasks: Support financial advisers with research, analysis, and report writing.
- Company: Independent Financial Adviser company near Leicester with a supportive team.
- Benefits: Salary up to £38,000, hybrid work options, and professional development opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and a good understanding of financial products required.
- Other info: Great career growth potential in a fast-paced environment.
The predicted salary is between 35000 - 38000 £ per year.
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.
Responsibilities- 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.
- 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
- Manage complex cases, from inception to completion and find solutions to technical problems.
- Manage queries and provide suitable remedies.
- Take a client focused 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 opt out at any time by emailing us. Full Privacy Notice can be found on our website.
Paraplanner in Loughborough employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Loughborough
✨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 met 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 Loughborough
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 Technical Skills: Since this role requires a good understanding of investment and pension products, don’t forget to mention any relevant qualifications like the DipPFS. We love seeing candidates who are proactive about their professional development!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to see your key achievements and skills. We appreciate a well-structured application!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we aim to respond to all applications within 10 days. Don’t miss out on this opportunity!
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 organised your tasks in the past. Talk about any tools or methods you use to stay on top of your workload, as this will show your initiative and ability to meet service levels.
✨Client-Centric Approach
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 focus on delivering the highest level of client service.
