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- Tasks: Support financial planners by researching products and writing reports for clients.
- Company: Prestigious financial firm with a focus on career development.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and training support.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 2+ years paraplanning experience and strong problem-solving skills.
- Other info: Opportunity for industry-recognised certifications and excellent career growth.
The predicted salary is between 36000 - 48000 £ per year.
Paraplanner Leicestershire (Our Ref AL1390) 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 willbe 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. Duties and responsibilities include: 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. Skills and experience required: 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 Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed 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 of course, opt out of this at any time by emailing us.Full Privacy Notice can be found on our website.
Paraplanner employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss recent changes in financial regulations or investment strategies confidently. This will show potential employers that you're not just experienced, but also up-to-date with industry trends.
✨Tip Number 3
Practice your communication skills! As a paraplanner, you'll need to explain complex concepts clearly. Try explaining financial products to a friend or family member. If they understand, you're on the right track!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. So, get that CV polished and hit that apply button!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Read the Job Description Carefully: Before you start writing your application, take a good look at the job description. Make sure you understand what we're looking for in a paraplanner and how your skills match up. This will help you tailor your CV and cover letter to highlight your relevant experience.
Showcase Your Experience: When you're putting together your CV, don't just list your previous jobs. Instead, focus on specific achievements and responsibilities that relate to the role. We want to see how your experience as a paraplanner can benefit our team, so make it clear!
Keep It Professional but Personal: While we love a friendly tone, remember that this is a professional application. Use clear language and avoid jargon, but don’t be afraid to let your personality shine through. A bit of warmth can go a long way in making your application stand out.
Apply Through Our Website: Once you're happy with your application, make sure to submit it through our website. This helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we aim to respond within 10 days, so you won't be left hanging!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around trusts, personal taxation, and investment principles. Being able to discuss these topics confidently will show that you're the right fit for the paraplanner role.
✨Showcase Your Research Skills
Prepare to discuss how you've conducted research in previous roles. Bring examples of reports you've written or products you've analysed. This will demonstrate your ability to provide technical support and make suitable recommendations.
✨Practice Your Communication
Since you'll be working closely with financial advisers and clients, practice articulating complex information clearly and concisely. Good communication skills are key, so consider doing mock interviews with a friend to refine your delivery.
✨Be Organised
Highlight your organisational skills during the interview. Discuss how you manage your workload and prioritise tasks. You might even want to bring a planner or a digital tool you use to keep track of your projects, as this shows you're proactive and detail-oriented.
