At a Glance
- Tasks: Analyse client finances and recommend tailored financial solutions.
- Company: Established independent financial planning firm with a strong reputation.
- Benefits: 25 days holiday, pension scheme, professional development support, and health insurance.
- Other info: Dynamic environment with excellent career growth opportunities.
- Why this job: Join a collaborative team and progress towards Chartered Financial Planner status.
- Qualifications: CII Diploma-level study and strong financial planning knowledge required.
The predicted salary is between 39600 - 48400 £ per year.
Location: Ramsbottom - North West
Salary: Competitive, depending on experience
Benefits:
- 25 days holiday, with additional holiday entitlement based on length of service
- Pension scheme 3% employer and 4% employee contributions
- Death in Service 4 x annual salary
- Permanent Health Insurance 75% of salary up to age 65, subject to a 13-week deferred period
- Full support for professional qualifications and ongoing development
- Study leave and financial support towards professional examinations
- Salary increases linked to successful examination completion
- Opportunity to work towards Chartered Financial Planner status
About the Company:
Our client is a well-established and growing independent financial planning business with a strong reputation for providing high-quality, client-focused financial advice. The business has a long-standing commitment to professional development and encourages employees to continue progressing their qualifications, with full support for study, examinations and career development.
This is an excellent opportunity for an experienced Paraplanner looking to take the next step in their career within a professional and collaborative financial planning environment.
Responsibilities:
- Obtain and analyse information relating to clients existing financial arrangements and complete detailed gap analysis.
- Research the market and recommend suitable financial products and solutions based on client requirements.
- Prepare high-quality, personalised client reports written in clear, concise and accessible language.
- Work closely with Financial Advisers throughout the research, report-writing and recommendation process.
- Ensure all advice and recommendations meet regulatory, compliance and internal quality standards.
- Develop a thorough understanding of each client's circumstances, objectives, attitude to risk, capacity for loss, knowledge, experience and timescales.
- Prepare detailed analysis of existing investment and pension portfolios.
- Participate in relevant training, competence and professional development initiatives.
What We're Looking For:
- An experienced and career-focused Paraplanner with a strong desire to develop professionally.
- Minimum CII Diploma-level study, ideally with the Diploma in Regulated Financial Planning already underway or completed.
- Strong knowledge of financial planning, including pre- and post-retirement planning and pension transfers.
- Good understanding of investments, taxation and wider financial planning strategies.
- Excellent report-writing and research skills, with the ability to turn complex information into clear, client-friendly recommendations.
- Strong understanding of the FCA regulatory and compliance framework.
- Excellent attention to detail and a commitment to delivering consistently high-quality work.
- A genuine desire to progress towards Chartered Financial Planner status.
Desirable Skills:
- Experience within an independent financial advice or financial planning environment.
- Experience with pension analysis, pension transfers, investments and portfolio reviews.
- Strong understanding of financial planning products and platforms.
- Experience working closely with Financial Advisers and compliance teams.
- Familiarity with back-office systems and workflow management.
- CII Diploma in Regulated Financial Planning completed or nearing completion.
- Progress towards Chartered Financial Planner status.
Financial Paraplanner in Oldham employer: TEMPLEGATE RECRUITMENT LIMITED
As a leading Independent Mortgage & Protection firm with over 20 years of experience, we pride ourselves on our supportive and flexible work culture that empowers our Mortgage Advisers to thrive. With a strong emphasis on professional development, an established client base, and a friendly team environment, we offer an excellent opportunity for growth and success in the financial services industry, all while enjoying the benefits of hybrid working arrangements in Essex.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Paraplanner in Oldham
✨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.
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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 TEMPLEGATE RECRUITMENT LIMITED. 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 Financial Paraplanner in Oldham
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 TEMPLEGATE RECRUITMENT LIMITED.
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 TEMPLEGATE RECRUITMENT LIMITED'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 TEMPLEGATE RECRUITMENT LIMITED
✨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 TEMPLEGATE RECRUITMENT LIMITED.
✨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 TEMPLEGATE RECRUITMENT LIMITED 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 TEMPLEGATE RECRUITMENT LIMITED 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.
