At a Glance
- Tasks: Support financial advisers by maintaining client records and preparing application forms.
- Company: Join a dynamic and growing team at The Openwork Partnership.
- Benefits: Enjoy a competitive salary, bonus scheme, and flexible benefits.
- Other info: Hybrid role with a focus on teamwork and personal development.
- Why this job: Make financial advice accessible while developing your career in a supportive environment.
- Qualifications: Knowledge of financial services and CII L4 Diploma in Financial Planning required.
The predicted salary is between 38250 - 46750 £ per year.
We are looking for an experienced Paraplanner to join our established and growing team of advice professionals.
Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will be key to the delivery of this first class service.
We'd like you to support our advisers with maintaining client records, occasional data gathering, application form preparation and submission.
The role will involve promoting the company’s services in a professional and FCA compliant manner .
This is a permanent, hybrid role, based in our Leeds office, with the requirement to be in the office 3 days a week.
Join our mission to make financial advice accessible to everyone
The Benefits
- Bonus Scheme- On target bonus 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities
- Providing research, analysis & technical support to a team of financial advisers
- Preparing recommendation reports
- Maintaining client records
- Liaise with financial advisers to query/challenge proposed recommendations where necessary
- Provide research on all relevant advice areas, products, and investment solutions
- Cashflow modelling analysis
- Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures
What will you need to succeed?
Qualifications/ Experience
- Sound knowledge of the financial services market
- Attainment of CII L4 Diploma in Financial Planning
- Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague
- Organisation: Able to prioritise tasks and prioritise client related tasks
- Customer Service: Understand what good customer service is and prioritise customer work to deliver good service.
- Teamwork & Collaboration: Understand the importance of teamwork and how collaboration can improve outcomes.
- Technology: Understand and be able to use technology for the role effectively
- Strong background in client and product administration
- Ability to deliver to tight deadlines
- Excellent problem solver and decision maker
Why us?
We're a dynamic, fast paced, and growing business with huge ambition.
This is all made possible by the brilliant people who are part of The Openwork Partnership family.
We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022.
The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities just like our financial advice, for us, it's personal.
We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier.
At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work.
We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
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Paraplanner in Leeds employer: Openwork Ltd
Openwork Ltd is an exceptional employer located in Leeds, offering a dynamic hybrid work environment that fosters professional growth and development. With a comprehensive benefits package and a strong focus on regulatory compliance, employees are empowered through coaching and support, ensuring they thrive in their roles while contributing to a collaborative and inclusive workplace culture.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leeds
✨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 Openwork Ltd. 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 Openwork Ltd.
✨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 Openwork Ltd. 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 in Leeds
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 Openwork Ltd 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 Openwork Ltd how you can be a team player!
How to prepare for a job interview at Openwork Ltd
✨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 Openwork Ltd.
✨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 Openwork Ltd'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!
