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- Tasks: Support the lead Financial Advisor with research and report writing for clients.
- Company: Established financial planning firm with a strong reputation and client-focused approach.
- Benefits: Competitive salary, professional development support, and flexible working options.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and Level 4 Diploma in Financial Planning preferred.
- Other info: Opportunity for career progression and mentoring within a dynamic environment.
The predicted salary is between 39000 - 52000 £ per year.
This Paraplanner job in Ongar provides the opportunity to join a well-established local financial planning firm. You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner, you will be focused on assisting the Advisor through excellent research and report writing to deliver quality service to clients.
The client bank consists of numerous business owners, and their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts, etc. In addition, the business utilises cashflow modelling for clients.
Our client has plans to grow their client bank and headcount and views the Paraplanner as a potential senior hire; as such, there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice. As the business is in a key new chapter, they would be looking for you to work alongside the Director in the office 4 days per week.
Paraplanner Requirements- You should be an experienced Paraplanner.
- Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable.
- You should be comfortable working within a small team that has ambitions to grow.
This long-established financial planning firm of over 30 years is well respected for their professional and client-focused advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member.
Paraplanner Benefits- Salary of £45,000 - £50,000 depending on experience.
- Typically, 4 – 5 days per week from their office (potential for 1 day from home).
- Support towards professional development through qualifications and additional training.
Call us now on 0208 0044 154 or click Apply.
Paraplanner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Ongar. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your research and report writing skills. Since you'll be supporting the lead Financial Advisor, showing off your ability to deliver quality service through excellent reports will definitely impress them!
✨Tip Number 3
Don’t forget to showcase your ambition! The firm is looking for someone who can grow with them, so highlight any experience you have in mentoring or leading projects. This could set you apart as a potential senior hire.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining their team and contributing to their next chapter.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, research, and report writing. We want to see how your skills align with 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 this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Relevant Qualifications: If you’ve got a Level 4 Diploma in Financial Planning or any other relevant qualifications, make sure they’re front and centre. We value professional development and want to see your commitment to growth!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around corporate investments, inheritance tax planning, and cashflow modelling. Being able to discuss these topics confidently will show that you're ready to support the lead Financial Advisor effectively.
✨Showcase Your Research Skills
Prepare to demonstrate your research and report writing abilities. Bring examples of past reports or analyses you've done, and be ready to explain your thought process. This will highlight your capability to deliver quality service to clients.
✨Team Player Vibes
Since you'll be working in a small team, it's crucial to convey that you're a team player. Share experiences where you've collaborated successfully with others, and express your enthusiasm for helping to mentor junior team members as the firm grows.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's future plans and how they envision the Paraplanner role evolving. This shows your genuine interest in the position and helps you assess if the company aligns with your career goals.
