At a Glance
- Tasks: Prepare FCA-compliant reports and support Financial Planners with technical research.
- Company: Reputable financial planning firm with a focus on client satisfaction.
- Benefits: Salary up to £60,000, bonuses, hybrid work, and comprehensive benefits.
- Other info: Opportunity for growth in a dynamic and supportive workplace.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: Diploma in Financial Planning and experience in a regulated environment.
The predicted salary is between 40500 - 49500 £ per year.
We are working with a highly regarded, Chartered, independently owned financial planning firm based in Leicester to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients and has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process — producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment.
WHAT YOU WILL BE DOING
- Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
- Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given
- Ensuring all documentation meets the firm's compliance standards before issue
- Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients
- Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
- Providing technical support on pension and investment queries to the wider advice team and pension consultants
- Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
- Producing bespoke one-off reports and comparisons for complex client cases as required
WHAT YOU WILL NEED
- Diploma in Financial Planning (DipPFS or equivalent)
- Experience working as a Paraplanner in a regulated financial services environment
- Strong technical knowledge of pension, investment, and protection products and their application in financial planning
Paraplanner in Blaby employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Blaby
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Blaby
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Ltd..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
