At a Glance
- Tasks: Support financial advisers with research, analysis, and report writing.
- Company: Independent Financial Adviser company near Leicester with a hybrid work option.
- Benefits: Salary up to £41,200, plus benefits and flexible working after probation.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and a good understanding of investment and pension products.
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available – up to 2 days working from home after successful completion of probationary period.
Salary £35,000 - £41,200 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 will be 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 (Dip PFS) 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.
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Paraplanner in Blaby employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Blaby
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like North Oak Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Blaby
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to North Oak Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on North Oak Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at North Oak Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with North Oak Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at North Oak Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former North Oak Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
