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: Up to £42,800 salary, 27 days holiday, 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: CII L4 Diploma in Financial Planning and strong communication skills required.
The predicted salary is between 42800 - 42800 £ per year.
We are looking for an experienced Paraplanner to join the newly 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. You will 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 Swindon office, with the requirement to be in the office 3 days a week.
The benefits:
- Salary - up to £42,800
- 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 - 1x salary
- 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
- Analysing clients’ circumstances, objectives & risk profile
- 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.
Paraplanner in Swindon employer: Openwork
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that values individuality and fosters personal and professional growth. Our Swindon office offers a hybrid working model, competitive salary, and a comprehensive benefits package, including generous holiday allowances and a strong pension scheme, making it an excellent place for Paraplanners to thrive in their careers while maintaining a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a 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 interviews by brushing up on your knowledge of the financial services market. Be ready to discuss how your experience aligns with the key accountabilities listed in the job description. Show us that you understand what it takes to provide first-class service!
✨Tip Number 3
Practice your communication skills! Since you'll need to adapt your style depending on the client or colleague, consider role-playing scenarios with a friend. This will help you feel more confident when discussing client needs during interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our mission to make financial advice accessible to everyone.
We think you need these skills to ace Paraplanner in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any relevant qualifications, like the CII L4 Diploma. 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 financial advice and how you can contribute to our mission. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Team Spirit:Since teamwork is key for us, mention any experiences where you've collaborated with others to achieve a goal. We want to know how you work with colleagues and support advisers in delivering top-notch service.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our dynamic team!
How to prepare for a job interview at Openwork
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services market and the specific responsibilities of a Paraplanner. Familiarise yourself with common financial products and compliance standards, as this will show that you're serious about the role and can hit the ground running.
✨Showcase Your Communication Skills
Since communication is key in this role, prepare to demonstrate how you can adapt your style to different clients and colleagues. Think of examples where you've successfully communicated complex information clearly and effectively, as this will highlight your ability to work well within a team and with clients.
✨Be Organised
The job requires excellent organisational skills, so come prepared with examples of how you've managed multiple tasks or projects in the past. You might even want to bring a planner or digital tool that you use to keep track of your work, as this can visually reinforce your organisational abilities.
✨Emphasise Teamwork
Collaboration is crucial in this role, so be ready to discuss how you've worked effectively in teams before. Share specific instances where your teamwork led to improved outcomes, and express your enthusiasm for contributing to a supportive team environment at Openwork.
