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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 and opportunities for professional growth.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Level 4 CII Diploma and strong analytical skills required.
- Other info: Permanent, full-time role located near Derby City Centre.
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... 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 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 practising common paraplanner questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience with financial products and client interactions.
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've tackled complex financial scenarios in past roles. This will help you stand out as someone who can handle the detailed work required in this position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial products, compliance, and any relevant software like FE Analytics or Salesforce. 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 paraplanning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Analytical Skills: Since strong analytical skills are key for this role, make sure to include examples of how you've successfully analysed records or provided detailed commentary in past positions. We want to see your thought process in action!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we aim to respond to all applications within 10 days, so keep an eye on your inbox!
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 requirements. 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 as well.
