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- Tasks: Support financial advisers with product research and suitability report writing.
- Company: Dynamic financial advisory firm in Loughborough with a supportive team.
- Benefits: Salary of £35,000 - £38,000, hybrid work options, and professional development.
- Why this job: Join a growing firm and make a real difference in clients' financial journeys.
- Qualifications: Experience in paraplanning and a Level 4 Diploma in Regulated Financial Planning.
- Other info: Great opportunity for career growth in a collaborative environment.
The predicted salary is between 35000 - 38000 £ per year.
A financial advisory firm in Loughborough is seeking an experienced paraplanner to provide support to financial advisers.
Responsibilities include:
- Product research
- Portfolio analysis
- Suitability report writing
Ideal candidates will have experience in paraplanning and a Level 4 Diploma in Regulated Financial Planning (DipPFS). The position offers a salary of £35,000 - £38,000 based on experience, along with the option for hybrid work after probation. Excellent organizational skills and attention to detail are required.
Paraplanner: Hybrid Role for Research & Suitability Reports 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: Hybrid Role for Research & Suitability Reports in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for a paraplanner role, and who knows? They might just have the inside scoop on opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Brush up on your product research and portfolio analysis skills. Be ready to discuss how your experience aligns with the responsibilities of the role, especially when it comes to writing suitability reports.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects effectively. This will demonstrate your attention to detail and ability to support financial advisers seamlessly.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right job. Plus, applying directly shows your enthusiasm and commitment to joining our team in Loughborough.
We think you need these skills to ace Paraplanner: Hybrid Role for Research & Suitability Reports in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and any relevant qualifications, like the Level 4 Diploma in Regulated Financial Planning. We want to see how your skills match up with what we're looking for!
Showcase Your Skills: In your cover letter, emphasise your organisational skills and attention to detail. These are key traits for the role, so let us know how you've demonstrated these in your previous work.
Be Clear and Concise: When writing your suitability reports or any application materials, clarity is crucial. We appreciate straightforward communication, so keep it simple and to the point!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around product research and portfolio analysis. Familiarise yourself with the latest trends in financial planning and be ready to discuss how you've applied your skills in previous roles.
✨Showcase Your Reports
Prepare to talk about your experience with suitability report writing. Bring examples of reports you've created, highlighting your attention to detail and organisational skills. This will demonstrate your capability and give the interviewers a clear picture of your work.
✨Ask Smart Questions
Think of insightful questions to ask about the firm’s approach to financial advising and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Be Ready for Hybrid Work Discussion
Since this role offers hybrid working after probation, be prepared to discuss how you manage your time and productivity in a flexible work environment. Share any past experiences that highlight your ability to work independently while still being a team player.
