At a Glance
- Tasks: Analyse client finances, produce strategy reports, and recommend tailored financial solutions.
- Company: Join a reputable independent financial planning firm with a focus on professional growth.
- Benefits: Enjoy 25 days holiday, pension contributions, and support for professional qualifications.
- Other info: Collaborative environment with opportunities for career progression and Chartered Financial Planner status.
- Why this job: Make a real impact in clients' financial lives while advancing your career.
- Qualifications: CII Diploma-level study and strong financial planning knowledge required.
The predicted salary is between 41850 - 51150 £ 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.
Key Responsibilities:
- Obtain and analyse information relating to clients existing financial arrangements and complete detailed gap analysis.
- Produce strategy reports and make high-level recommendations in line with clients objectives and circumstances.
- 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 clients circumstances, objectives, attitude to risk, capacity for loss, knowledge, experience and timescales.
- Prepare detailed analysis of existing investment and pension portfolios.
- Research and produce client-facing strategy reports to support new business opportunities.
- Prepare research, quotations and supporting information for client meetings.
- Deal with client and provider correspondence as part of the research and reporting process.
- Prepare valuations and portfolio commentary for client meetings and ongoing reviews.
- Liaise with colleagues and compliance teams to support the approval and submission of compliant new business.
- Maintain accurate and up-to-date client records and ensure all tasks are recorded and progressed within agreed timescales.
- Manage workflow effectively and provide clear updates on case progress.
- Work collaboratively with other Paraplanners and colleagues, sharing ideas and best practice.
- Identify opportunities to improve processes and enhance the overall client experience.
- 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.
- Ability to manage workloads effectively and work to agreed deadlines.
- A professional, proactive and collaborative approach.
- Strong written and verbal communication skills.
- A genuine desire to progress towards Chartered Financial Planner status.
Desirable Skills:
- Experience within an independent financial advice or financial planning environment.
- Experience preparing suitability letters, strategy reports and client-facing recommendations.
- 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.
How to Apply:
Interested? Submit your CV today!
Hiring: 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 Hiring: Paraplanner in Oldham
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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 TEMPLEGATE RECRUITMENT LIMITED.
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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 TEMPLEGATE RECRUITMENT LIMITED. 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 Hiring: Paraplanner in Oldham
Some tips for your application 🫡
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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 TEMPLEGATE RECRUITMENT LIMITED how you can be a team player!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨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!
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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 TEMPLEGATE RECRUITMENT LIMITED.
✨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 TEMPLEGATE RECRUITMENT LIMITED'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!
