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For Companies At a Glance
- Tasks: Help clients achieve financial goals and create easy-to-understand reports.
- Company: Join Optimum Path, an award-winning financial planning firm with a strong reputation.
- Benefits: Enjoy 25 days holiday, medical insurance, study support, and an 8% pension contribution.
- Why this job: Be part of a supportive team that values innovation and honesty while making a real impact.
- Qualifications: Two years of paraplanning experience and relevant financial qualifications are required.
- Other info: Applications are open for 40 days; adjustments can be made for inclusivity.
Are you an experienced Paraplanner looking for a full-time role where your expertise will be appreciated and rewarded? Join our close-knit, supportive team and play a key part in delivering exceptional service for our growing financial planning business.
We are offering a competitive salary and excellent benefits including study support, 25 days holiday plus bank holidays, 8% pension contribution, medical insurance, free parking and a host of others. We are guided by our values to be competent, act fairly, think innovatively, challenge respectfully and speak honestly. If you share our values, please apply, we'd love to hear from you.
What you'll do as a Paraplanner:
- Building and manipulating financial lifetime goals and co-writing suitability reports that include the necessary technical language but are also written in a way that clients understand.
- Client data analysis and recording.
- Product research.
- Co-produce post review ongoing suitability letters.
- Liaising with the administration team to ensure the best outcomes.
What we're looking for:
- At least two years paraplanning experience.
- CII Certificate in Paraplanning or CII level 4 Diploma or equivalent and the desire to pursue further FP qualifications.
- An in-depth understanding of financial planning products and tools.
- A comprehensive understanding of the regulatory framework and the systems and controls that are in place.
- Consistently able to deliver excellent service to customers.
- Takes a problem with solution approach when challenges arise and able to present the adviser with the best options.
Why join us?
Established in 1978, Optimum Path is an award-winning team of highly qualified and extremely experienced financial planners. As one of only a handful of financial planning firms in the UK to be awarded both Chartered and Accredited status, our clients know that they are in the best of hands. As a Paraplanner you'll be an essential part of our success.
How to apply:
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted. To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience. Apply now and take the next step in your career with us!
Paraplanner employer: Optimum Path Financial Planning
Contact Detail:
Optimum Path Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your paraplanning experience during any networking opportunities. Attend industry events or webinars where you can connect with professionals in financial planning, as this can lead to referrals and insider information about the role.
✨Tip Number 2
Familiarise yourself with the specific financial products and tools mentioned in the job description. Being able to discuss these confidently in conversations will demonstrate your expertise and commitment to the role.
✨Tip Number 3
Engage with the company on social media platforms. Follow them, comment on their posts, and share relevant content. This shows your genuine interest in their work and can help you stand out when they review applications.
✨Tip Number 4
Prepare for potential interviews by practising how to explain complex financial concepts in simple terms. This aligns with the company's value of clear communication and will showcase your ability to connect with clients effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored specifically for the Paraplanner role. Highlight your paraplanning experience, relevant qualifications like the CII Certificate in Paraplanning, and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company’s values and how you embody them. Mention your experience in building financial lifetime goals and your ability to communicate complex information clearly.
Showcase Relevant Experience: In your application, emphasise your two years of paraplanning experience and your familiarity with financial planning products. Provide examples of how you've successfully delivered excellent service to clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application demonstrates attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Optimum Path Financial Planning
✨Showcase Your Experience
Make sure to highlight your paraplanning experience during the interview. Be prepared to discuss specific examples of how you've built financial lifetime goals and co-written suitability reports, as this will demonstrate your expertise and understanding of the role.
✨Understand the Company Values
Familiarise yourself with the company's values: competence, fairness, innovation, respectful challenge, and honesty. During the interview, try to weave these values into your responses to show that you align with their culture and ethos.
✨Prepare for Technical Questions
Expect questions related to financial planning products and the regulatory framework. Brush up on your knowledge of these areas, as well as any recent changes in regulations, to show that you are up-to-date and knowledgeable.
✨Demonstrate Problem-Solving Skills
Be ready to discuss how you've approached challenges in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your ability to find solutions and present the best options to advisers.
