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- Tasks: Support financial planning consultants with research, recommendations, and report writing.
- Company: Prestigious firm offering excellent career development opportunities.
- Benefits: 25 days holiday, company pension scheme, and training for industry certifications.
- Other info: Polite, discreet, and strong interpersonal skills are essential.
- Why this job: Join a dynamic team and work on complex financial solutions that make a difference.
- Qualifications: 2+ years as a paraplanner with strong knowledge of financial planning.
The predicted salary is between 30000 - 40000 £ 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.
Key Responsibilities:
- 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.
Benefits:
- 25 days holiday plus bank holidays.
- Company pension scheme.
- Training and support towards industry recognised certifications.
Requirements:
- Experienced paraplanner - ideally with 2 years + in the role of actual report writing.
- Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles.
- Polite and discreet when dealing with Financial Advisers and clients.
- Strong interpersonal skills, in dealing with both Financial Advisers, clients and colleagues, with the aptitude to quickly build rapport.
- Fully competent with MS Office, with expert Excel knowledge an advantage.
Full Privacy Notice can be found on our website.
Paraplanner (Pensions Management) 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 Management) in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanner 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 funds, pension legislation, and compliance confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind and show your enthusiasm for the role. It’s a small gesture that can make a big difference.
✨Tip Number 4
Apply through our website for the best chance at landing that paraplanner position. We love seeing applications come directly from our site, and it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Paraplanner (Pensions Management) in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in report writing and your knowledge of financial planning areas like pensions and taxation. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your interpersonal skills and ability to work with Financial Advisers.
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your technical support skills and your ability to research and analyse investment funds. We love seeing real-life applications of your expertise!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, trusts, and taxation. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the paraplanner role, prepare examples of your previous work. Bring along samples or be ready to discuss how you've approached report writing in the past.
✨Demonstrate Team Spirit
This role involves working closely with financial planning consultants and administrators. Be prepared to talk about your experience in team settings and how you’ve contributed to successful outcomes in previous roles.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client management and compliance. This shows your interest in the role and helps you gauge if the company aligns with your career goals.