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- Tasks: Support financial advisers with complex planning and create reports for high-net-worth clients.
- Company: Join a progressive company in a hybrid work environment with a professional culture.
- Benefits: Enjoy 28 days annual leave, flexible working, and an annual bonus up to 10%.
- Why this job: Make a real impact in financial planning while enjoying a balanced work-life.
- Qualifications: Experience in paraplanning or IFA support with strong technical knowledge required.
- Other info: Dynamic team with opportunities for career growth and personal development.
The predicted salary is between 36000 - 60000 £ per year.
This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis.
Culture and Environment
The work environment is hybrid, offering flexibility to balance office and home working. When in the office, you'll be based in an iconic, professional, and inviting corporate space that reflects the company's high standards and progressive outlook.
This role is suitable for an individual with previous experience in Wealth Management, in a paraplanning or senior IFA Support role. You will focus on complex areas of financial planning and provide robust technical support to ensure the business standards are cautiously met whilst maintaining regulatory expectations.
- 28 days annual leave (plus 1 additional culture day & bank holidays) increases to 30 days with 5 years service
- Hybrid working 3 days at home, 2 days in the office
- 9am-5pm or 10am-6pm weekdays and 1 in 3 Saturdays 9 am-1 pm
- Free secure underground Birmingham city centre parking (available on weekends for personal use)
- Annual bonus up to 10%
- Pension contributions matched (+ 2%) up to 10%
- Cashback and discounts on major brands in retail, leisure, health, and wellbeing
- Enhanced maternity & paternity pay
- Buy up to 5 extra days of annual leave per year and sell up to 3 days per year
Responsibilities
- Preparing case documentation around estate planning, investment replacements and pension switching and pension retirement advice
- Creating reports for our high-net-worth clients
- Providing technical support to the Financial Advisers
Requirements
- Previous Paraplanning or IFA support role experience
- Strong technical knowledge in all areas of financial planning
- Ability to clearly communicate knowledge to both financial consultants and other internal stakeholders
A copy of your passport, birth certificate and NI number will be required as part of your interview process.
Pension Paraplanner employer: Oakley Recruitment
Contact Detail:
Oakley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Pension 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 those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss complex financial planning topics, as this will show you're ready to provide robust support to the Financial Advisers.
✨Tip Number 3
Don’t forget to showcase your communication skills! Practice explaining technical concepts in simple terms, as you'll need to convey your knowledge clearly to both financial consultants and other internal stakeholders.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and eager to join our team.
We think you need these skills to ace Pension Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pension Paraplanner role. Highlight your previous experience in Wealth Management and any specific paraplanning or IFA support roles you've held. 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 this role and how your technical knowledge can benefit our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Technical Skills: Since this role involves complex financial planning, make sure to showcase your strong technical knowledge in your application. Mention specific areas like estate planning or pension advice that you’re familiar with, as this will really catch our eye.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Oakley Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge in financial planning. Be ready to discuss complex areas like estate planning and pension switching, as these will likely come up during the interview. Show them you’re not just familiar with the basics but can dive deep into the details.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning or IFA support roles that highlight your skills and achievements. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewers to see how you’ve added value in past positions.
✨Communicate Clearly
Since the role involves providing technical support to Financial Advisers, practice explaining complex concepts in simple terms. This will demonstrate your ability to communicate effectively with both financial consultants and internal stakeholders, which is crucial for success in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, hybrid working arrangements, and how they measure success in the Paraplanner role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.