At a Glance
- Tasks: Prepare reports, conduct research, and support client servicing in a dynamic wealth management environment.
- Company: Join T Nixon Associates, part of The Openwork Partnership, a respected financial advice network.
- Benefits: Earn £35 per hour, enjoy flexible working, and access professional development opportunities.
- Other info: Opportunity for long-term career growth within a stable and professional practice.
- Why this job: Make an immediate impact and be valued for your expertise in a supportive team.
- Qualifications: Level 4 Diploma and at least 2 years' paraplanning experience required.
The predicted salary is between 35 - 35 £ per hour.
Are you an experienced Paraplanner looking to join a well-established and highly respected wealth management practice where you can make an immediate impact?
T Nixon Associates is seeking an experienced Paraplanner to support a substantial and long-standing wealth management client bank.
Working closely with the advising practice principal and a small, supportive office team, this role is ideal for someone who enjoys technical work, thrives in a busy environment and takes pride in delivering exceptional client outcomes.
This is not a training position.
We're looking for someone who can hit the ground running, bring strong technical knowledge and provide high-quality paraplanning support from day one.
Benefits of the role
- Self-employed rate of £35 per hour
- Minimum commitment of 15 hours per week
- Consistent flow of paraplanning work
- Flexible working arrangements
- Hybrid working considered
- Opportunity to work with an established wealth management client bank
- Small, supportive and professional team
- Long-term opportunity for the right individual
Responsibilities of the role
- Prepare suitability reports and recommendation documentation
- Conduct technical research across pensions and investment products
- Support ongoing client review and servicing activity
- Liaise with providers to obtain information and progress cases
- Manage outstanding tasks and follow-ups efficiently
- Prepare service review documentation and client correspondence Assist with specialist investment cases, including VCT business
- Ensure all work is completed accurately and in line with regulatory requirements
- Provide a positive and professional experience for clients throughout the advice process
What will you need to succeed?
- Level 4 Diploma qualified or equivalent
- Minimum 2 years' paraplanning experience within a financial planning or wealth management firm
- Strong technical knowledge of pensions, investments and wealth management advice
- Experience with VCTs and specialist investment planning is desirable but not essential
- Experience researching and writing suitability reports independently
- Knowledge of ongoing client servicing processes and annual reviews
- Excellent attention to detail is essential
- Strong organisational and task management skills
- Confidence liaising with clients and providers by phone and email
- A proactive and results-driven approach
About You
- Friendly, approachable and positive
- Calm under pressure
- Hard-working and self-motivated
- Comfortable speaking with clients and providers
- Highly organised and accurate in their work
- Committed to building a long-term career within a stable business
This opportunity is ideal for an experienced Paraplanner whowants to be valued for their expertise, work with a loyal client bank andbecome an integral part of a growing wealth management practice.
Why us?
T Nixon Associates Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks.
There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital, and its employees.
It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal.
It puts the development of its colleagues, advisers, and firm support staff first with its very own Business School.
The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
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Paraplanner employer: Openwork
Openwork is an exceptional employer that prioritises the success and growth of its self-employed Protection Advisers. With a strong emphasis on a supportive culture, comprehensive resources, and opportunities for professional development, you will thrive while working remotely across the UK. Join a dynamic team where building lasting client relationships is at the heart of what we do, and enjoy the flexibility and autonomy that comes with being part of a broad network.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Openwork for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Openwork. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Openwork. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Openwork
✨Show Off Your Financial Savvy
When you're talking with Openwork, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Openwork.
