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- Tasks: Join a dynamic team as a Paraplanner, supporting financial advisers with tailored client solutions.
- Company: Templegate Recruitment is a specialist in financial services, dedicated to connecting talent with opportunity.
- Benefits: Enjoy 25 days annual leave, extra birthday leave, and a generous pension contribution.
- Why this job: This role offers growth potential in a supportive environment, perfect for those passionate about finance.
- Qualifications: A Diploma in Regulated Financial Planning and 2 years of paraplanning experience are required.
- Other info: Office-based in Summertown, Oxford, with a focus on teamwork and client satisfaction.
The predicted salary is between 28000 - 36000 £ per year.
Location: Summertown, Oxford (Office-based)
Benefits:
- 25 days annual leave plus bank holidays
- Additional holiday entitlement: +1 day for every full year of service (up to 30 days)
- Extra day off for your birthday (if it falls on a working day)
- Annual Mental Health Day
- 7% pension contribution
Salary: £32,000 - £40,000 per annum, depending on experience
About the Role:
We are seeking an experienced and detail-oriented Paraplanner to join a small, close-knit financial planning team in Summertown, Oxford. This is a fantastic opportunity for someone looking to step into a vital support role with potential for long-term growth into advising. You will be working alongside advisers and administrators to deliver high-quality financial planning support. Your analytical skills and technical knowledge will be crucial in ensuring clients receive tailored, compliant financial advice.
Key Responsibilities:
- Preparing and compiling suitability reports in line with current legislation and internal standards
- Conducting product and provider research, including investments, pensions, and protection
- Using platforms such as Salesforce, iBusiness, Voyant, Pensions Lab, and Monday.com
- Supporting advisers with financial strategies, cashflow modelling (where applicable), and recommendations
- Ensuring accurate record-keeping and maintaining compliant client files
- Liaising with clients and providers as needed
Requirements:
- Diploma in Regulated Financial Planning (or working towards it)
- Minimum of 2 years experience in a paraplanning role
- High level of IT proficiency and attention to detail
- Strong communication and organisational skills
- QBE (Qualified by Experience) candidates may be considered on merit.
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we will aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Oxford
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as Salesforce and Voyant. Having hands-on experience or even a basic understanding of these platforms can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners. Attend local events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to provide examples of how you've successfully supported advisers or contributed to financial strategies in your past experiences.
✨Tip Number 4
Research the company culture at Templegate Recruitment and the financial planning team in Summertown. Understanding their values and work environment will help you tailor your conversation and show that you're a great fit for their team.
We think you need these skills to ace Paraplanner in Oxford
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Paraplanner position. Tailor your application to highlight how your experience aligns with the key responsibilities mentioned in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in paraplanning and any relevant qualifications, such as your Diploma in Regulated Financial Planning. Be specific about your achievements and how they relate to the role.
Showcase Technical Skills: Since the role requires a high level of IT proficiency, mention your familiarity with platforms like Salesforce, iBusiness, and others listed in the job description. Provide examples of how you've used these tools effectively in previous roles.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your qualifications but also conveys your enthusiasm for the role and the company. Mention why you want to work in Summertown, Oxford, and how you can contribute to the team.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss your experience with investments, pensions, and protection products, as well as any specific platforms mentioned in the job description.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, highlight examples from your past work where your meticulous nature led to successful outcomes, especially in preparing suitability reports or maintaining compliant client files.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be ready to discuss how you've liaised with clients and advisers in the past. Use clear examples to demonstrate your ability to convey complex information in an understandable way.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared shows your genuine interest in the role and the company. Ask about the team dynamics, growth opportunities, or how they support ongoing professional development, especially regarding the Diploma in Regulated Financial Planning.
