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- Tasks: Support financial planners with research, recommendations, and report writing for clients.
- Company: Prestigious financial firm offering a collaborative team environment.
- Benefits: 25 days holiday, competitive salary, and career development opportunities.
- Other info: Opportunity to work with complex financial solutions and grow your career.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience as a paraplanner and strong analytical skills required.
The predicted salary is between 35000 - 45000 £ per year.
The role involves working closely with a team of financial planning consultants, with support provided by a team of administrators. The purpose of the role is to provide technical support by way of research, recommendations and report writing for the financial planning consultants. This is an excellent career development opportunity for an experienced paraplanner to work with large and complex financial solutions in a prestigious firm.
- Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations.
- Ensure all recommended funds are suitable for a client's risk attitude and in line with investment ethos.
- Make product recommendations to Financial Advisors.
- Maintaining procedures for the back office.
- Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate.
- Undertake annual review for existing clients, researching, analysing and making recommendations where applicable.
25 days holiday plus.
Paraplanner (Pensions) 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 (Pensions) in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a paraplanner role that’s perfect for you!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience with research and report writing. Share specific examples of how you've helped financial advisors make informed decisions. This will set you apart from the crowd!
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of investment funds and compliance procedures. Be ready to discuss how you ensure recommendations align with clients' risk attitudes. This shows you’re not just a paraplanner; you’re a strategic partner!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Plus, it’s a great way to stay updated on new roles and company news. Let’s land that dream job together!
We think you need these skills to ace Paraplanner (Pensions) in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning, research skills, and any relevant qualifications. We want to see how your background aligns with what we do!
Showcase Your Skills: In your cover letter, don’t just list your skills—show us how you’ve used them in real situations. Whether it’s researching investment funds or supporting financial advisers, give us examples that demonstrate your expertise.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role; we want to understand your experience without getting lost in technical terms.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investment funds. Familiarise yourself with the latest trends and regulations in the financial planning sector. This will not only help you answer technical questions but also show that you're genuinely interested in the role.
✨Showcase Your Team Spirit
Since the role involves working closely with financial planning consultants and administrators, be prepared to discuss your experience in teamwork. Share examples of how you've collaborated effectively in the past and how you can contribute to a positive team dynamic.
✨Prepare for Scenario Questions
Expect to face scenario-based questions where you'll need to demonstrate your problem-solving skills. Think about past experiences where you had to research, analyse, and make recommendations. Be ready to explain your thought process and the outcomes of your decisions.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client reviews or how they ensure compliance in their processes. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.