At a Glance
- Tasks: Support financial advisers with research, analysis, and report writing.
- Company: Independent Financial Adviser company on the outskirts of Leicester.
- Benefits: Salary up to £41,200, hybrid work options, and professional development.
- Other info: 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 financial products.
The predicted salary is between 35000 - 41200 € per year.
Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dependent on experience + 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 (DipPFS) although individuals currently working towards this may also be considered.
Duties and responsibilities:
- 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.
Paraplanner in Whetstone employer: North Oak Recruitment
Join a dynamic Independent Financial Adviser company on the outskirts of Leicester, where you will thrive in a supportive and collaborative work culture. With a hybrid working option after your probation, competitive salary, and opportunities for professional development, this role as a Paraplanner offers a meaningful career path in a growing industry. Enjoy the benefits of working in a team that values client relationships and excellence, while also providing the flexibility to balance your personal and professional life.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Whetstone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about paraplanning roles. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss investment, retirement, and pension products. 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 leave a lasting impression and show your enthusiasm for the role. It’s a simple way to stand out from the crowd.
✨Tip Number 4
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 in Whetstone
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in product research, portfolio analysis, and report writing. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills:Since this role requires a good understanding of investment and pension products, be sure to showcase any relevant qualifications or experience. If you’re working towards the level 4 Diploma, let us know!
Be Detail-Oriented:Accuracy is key in this role, so make sure your application reflects that. Double-check for any typos or errors, and ensure your reports or examples are clear and concise. We love attention to detail!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we aim to respond to all applications within 10 days. Don’t miss out on this opportunity!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Investment, Retirement, and Pension products. The interviewers will likely ask you technical questions to gauge your understanding, so being well-prepared will show them you're serious about the role.
✨Showcase Your Experience
Be ready to discuss your previous paraplanning roles in detail. Highlight specific examples of how you've managed complex cases or produced bespoke suitability reports. This will demonstrate your capability and experience in a way that resonates with the interviewers.
✨Demonstrate Your Organisational Skills
Since managing your own workflow is key in this role, come prepared with examples of how you've successfully organised your tasks in the past. Talk about any tools or methods you use to stay on top of your workload, as this will show your proactive approach.
✨Client-Focused Mindset
Emphasise your commitment to client relationships during the interview. Share instances where you've gone above and beyond to ensure client satisfaction, as this aligns perfectly with the company's values and will set you apart from other candidates.
