At a Glance
- Tasks: Conduct financial research and prepare bespoke investment reports for clients.
- Company: Established and expanding organisation based in Cardiff with a supportive culture.
- Benefits: Competitive salary, hybrid working, annual bonus, and extra holiday days.
- Other info: Enjoy a welcoming environment focused on innovation and professional growth.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Diploma in Financial Planning and previous Paraplanning experience required.
The predicted salary is between 38250 - 46750 £ per year.
Oakley Recruitment is working in partnership with an established and expanding organisation based in Cardiff.
This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
- Job Role
- Conducting comprehensive financial research into products and investments using approved research tools
- Preparing bespoke investment reports through portfolio analysis and comparison against suitable benchmarks
- Reviewing complex financial plans and completing transfer analysis
- Producing detailed financial planning and suitability reports across multiple areas
- Researching relevant legislation, regulations and technical product information
- Delivering accurate research, calculations and investment reports to financial advisers
Skills and Experience
- Diploma in Financial Planning
- Previous Paraplanning experience within an Independent Financial Advice environment
- Strong knowledge of personal financial planning, investments and financial products
- Experience preparing financial planning research and suitability reports
- Excellent written communication, numerical and report-writing skills
- Strong analytical skills with exceptional attention to detail
- Proficiency in Microsoft Office applications
- Ability to manage workloads effectively and meet deadlines
- Reward
- Competitive salary
- Hybrid working opportunities
- Contributory pension scheme
- Medical cash plan scheme
- Discounts on products and services
- Annual bonus
- Christmas party and summer events
- Additional holiday days for long service
- 25 days annual leave plus 8 bank holidays
- Buy and sell an extra 5 days of holiday
- Gifted birthday holiday day
- Employee referral bonus scheme
- Secure parking
- Discounted gym access
- Discounted financial advice
- Referral schemes
- Culture and Environment
Our client fosters a dynamic and professional culture that is both welcoming and empowering.
They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow.
Innovation, development, and excellence are at the heart of everything they do.
Personality
We're looking for a highly organised and detail-oriented professional who has a genuine interest in financial planning and enjoys producing accurate, high-quality work.
You'll be analytical, proactive and confident managing complex information, with excellent written communication skills and the ability to work independently while collaborating with advisers and colleagues.
You'll take pride in delivering thorough research and clear, well-structured reports, ensuring clients receive the highest standard of financial planning support. xsabvtc
Please Note: We do not contact or write to unsuccessful candidates. If we have not...
Paraplanner employer: Oakley Recruitment Limited
Joining our expanding organisation in Tamworth as a Finance Business Partner offers you the chance to thrive in a supportive and collaborative culture that values teamwork and celebrates success. With a focus on employee growth, we provide comprehensive benefits including a quarterly bonus, annual pay review, and a strong commitment to your well-being through initiatives like a medical cash plan and an employee assistance programme. Our open-plan office fosters communication and connection, making it an ideal environment for proactive finance professionals eager to make a meaningful impact.
Contact Details:
Oakley Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Oakley Recruitment Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Oakley Recruitment Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Oakley Recruitment Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Oakley Recruitment Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Oakley Recruitment Limited how you can be a team player!
How to prepare for a job interview at Oakley Recruitment Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Oakley Recruitment Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Oakley Recruitment Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
