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- Tasks: Prepare personalised reports and provide exceptional client support in a dynamic team.
- Company: Established wealth management organisation with a positive work culture.
- Benefits: Competitive salary up to £38,000 plus benefits and career development opportunities.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Level 4 CII Diploma or equivalent; strong analytical and organisational skills required.
- Other info: Permanent, full-time role located near Derby City Centre with potential for overtime.
The predicted salary is between 32000 - 42000 £ per year.
My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team.
RESPONSIBILITIES
- Accurately prepare personalised suitability reports and letters which are well thought out and meaningful.
- Work efficiently to meet target deadlines.
- Recommendations to include: Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning.
- Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork.
- Undertake comparative research in preparation of client recommendations.
- Ensure all client queries are appropriately investigated and accurate responses given.
- Part of the role will include administration support requesting additional Letter of Authority information, Business Submission.
- Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice is provided to all our clients.
LOCATION & COMMITMENTS
- Permanent, full-time position.
- Based at our office, approximately 2 miles from Derby City Centre.
- Overtime may be required during busy periods (e.g. end of tax year/end of the year).
CANDIDATE REQUIREMENTS
- Attained the Level 4 CII Diploma (or equivalent).
- Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous.
- Good understanding of financial products and services.
- Strong analytical skills, specifically analysing records and providing detailed technical commentary.
- Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time).
- Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals.
- A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation.
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 of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Paraplanner in Nottingham employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and services. We recommend practising common interview questions related to paraplanning, so you can showcase your analytical skills and team spirit.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for roles that fit your skills and interests, and tailor your approach to show why you’d be a great fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you're keen and professional, which is exactly what we look for in a paraplanner.
We think you need these skills to ace Paraplanner in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial products, analytical skills, and any relevant qualifications like the Level 4 CII Diploma. We want to see how you fit into our team!
Showcase Your Skills: Don’t just list your skills; give examples of how you've used them in previous roles. Whether it’s preparing suitability reports or managing multiple cases, we love seeing real-life applications of your expertise.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured documents that are easy to read. Remember, clarity is key in our line of work!
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 don’t miss out on any important updates from us!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Be ready to discuss retirement planning, investment strategies, and compliance issues. The more you know, the more confident you'll feel during the interview!
✨Showcase Your Skills
Prepare examples that highlight your analytical skills and organisational abilities. Think of specific instances where you've managed multiple cases or provided detailed technical commentary. This will demonstrate your capability to handle the responsibilities of a paraplanner.
✨Team Player Vibes
Since team fit is crucial for this role, be sure to convey your positive approach to work and life. Share experiences that showcase your ability to collaborate effectively with others and contribute to a supportive team environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you too!
