At a Glance
- Tasks: Dive deep into financial planning, conducting research and analysis to shape client advice.
- Company: Join a family-owned firm that values personal connections in financial planning.
- Benefits: Enjoy a competitive salary, generous pension contributions, and 25 days holiday plus your birthday off.
- Other info: Hybrid role with a close-knit team where your contributions truly matter.
- Why this job: Make a real impact by turning complex financial details into meaningful advice for clients.
- Qualifications: Must have at least three years' paraplanning experience and a Level 4 qualification.
The predicted salary is between 45000 - 60000 £ per year.
A proper paraplanning role for someone who loves the technical side of financial planning. If you're a Paraplanner who wants to do more than process paperwork and populate reports, this should be worth a conversation. Miller Knight is looking for an experienced Paraplanner to work closely with the Managing Director, playing a genuinely important role in forming the advice that ultimately reaches clients.
You'll research. You'll analyse. You'll model different scenarios in Voyant. You'll challenge thinking, identify planning opportunities and get properly involved in working out what good financial planning looks like for each individual client.
About Miller Knight
Miller Knight is an independent, family-owned lifestyle financial planning firm based in Lingfield, established in 2001. Their aim is to be the best company their clients interact with in their lives. For them, financial planning isn't simply about pensions and investments. It's about understanding what someone wants their life to look like and helping them use their money to make it happen. They're a modern, close-knit practice where technical excellence matters – but never at the expense of remembering the person behind the plan.
The role
Working closely with the MD, you'll take real ownership of the technical work behind Miller Knight's financial planning. You'll undertake detailed research and due diligence across products, platforms, investments and providers, carry out technical calculations, consider asset allocation, risk and lifetime cash flows and use Voyant extensively to model different scenarios and help shape recommendations. You'll also produce clear, engaging planning reports and suitability letters that turn all that technical thinking into something meaningful and understandable for clients. This is a role where your expertise and opinion will be valued.
About you
You'll already be an experienced Paraplanner with strong technical financial planning knowledge and ideally at least three years' paraplanning experience. You'll hold a Level 4 Certificate in Paraplanning or Level 4 Diploma in Regulated Financial Planning as a minimum. You'll be comfortable with Voyant, highly numerate and someone who genuinely enjoys getting into the detail. But you'll also understand why that detail matters. You'll be curious, analytical and confident enough to form a view rather than simply follow instructions. You'll take ownership of your work, communicate well and enjoy being part of a small team where your contribution is visible. Additional qualifications such as J01, J02, PTS, Chartered or Certified status are welcomed, but aren't essential.
What you'll get
£45,000 – £50,000, depending on experience. You'll also receive a 5% employer pension contribution, rising to 12% after three years, death in service at 4x salary, 25 days' holiday, your birthday off and Christmas leave. The role is hybrid, with a minimum of three days a week in the Lingfield office.
Interested? Apply with your CV and we'll take it from there. Please let us know if you need any adjustments.
Paraplanner in Lingfield employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Lingfield
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Recruitment Rebellion. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Recruitment Rebellion.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Recruitment Rebellion. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Lingfield
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Recruitment Rebellion and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Recruitment Rebellion how you can be a team player!
How to prepare for a job interview at Recruitment Rebellion
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Recruitment Rebellion.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Recruitment Rebellion's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
