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- Tasks: Assist in preparing financial plans and conducting research on investment products.
- Company: Join a dedicated team focused on guiding clients towards financial clarity and confidence.
- Benefits: Enjoy competitive salary, career progression support, and flexible working arrangements.
- Why this job: This role offers hands-on experience and a clear pathway to advance your career in finance.
- Qualifications: Must be working towards or have achieved Level 4 Diploma in Financial Planning.
- Other info: Office-based in Cannock with parking available; hours are 08:30 – 5:30.
The predicted salary is between 24000 - 42000 £ per year.
Job Description
Junior Paraplanner Opportunity
Seeking a detail-oriented and motivated Senior administrator wanting to jump into a Junior Paraplanner.
This position is ideal for someone currently working in financial services, perhaps as a financial administrator, or actively pursuing a Level 4 paraplanner qualification.
Perhaps you already have your Level 4 qualification and have been let down as a trainee financial adviser… This opportunity could be the structured and supported pathway you are searching for!
About the business
Dedicated to guiding our clients towards financial clarity and confidence. By joining our collaborative environment, you will play a critical role in supporting our advisers and delivering outstanding service.
Main Responsibilities
- Assist in preparing financial plans, reports, and tailored recommendations
- Conduct research on investment, pension, and protection products
- Draft suitability reports in accordance with compliance standards
- Collaborate with advisers to collect client information and maintain accurate records
- Communicate with providers and keep updated on industry developments
Candidate Profile
- Working towards or recently achieved the Level 4 Diploma in Financial Planning (CII or equivalent)
- Strong attention to detail and an eagerness to learn
- Excellent written and verbal communication skills
- Organised, proactive, and committed to career growth
- Familiarity with financial planning software (such as Xplan)
What is on offer
- Full support for further qualifications and career progression
- Practical, hands-on experience as part of a growing and supportive team
- A clear pathway for development, including potential advancement to senior paraplanner or adviser roles
- Competitive salary and benefits package of between £28,000 £35,000 depending on experience plus pension plus discretionary annual bonus
- Flexible working arrangements may be possible
- This role is primarily office-based in Cannock WS11
- Hours of work are 08:30 – 5:30
- Parking available
Junior Paraplanner employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with current paraplanners and advisers. This can provide you with valuable insights and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with financial planning software, especially Xplan, as mentioned in the job description. Consider taking online tutorials or courses to enhance your skills, which will make you a more attractive candidate.
✨Tip Number 3
Stay updated on industry developments and trends in financial planning. Subscribe to relevant newsletters or follow industry leaders on social media to demonstrate your commitment and knowledge during interviews.
✨Tip Number 4
Prepare to discuss your career goals and how they align with the company's mission. Be ready to explain how your previous experience as a financial administrator has equipped you for this role, showcasing your eagerness to learn and grow.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles as a financial administrator. Emphasise your Level 4 qualification or progress towards it, and showcase your attention to detail and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Junior Paraplanner role. Mention your motivation for pursuing a career in financial planning and how your background aligns with the responsibilities outlined in the job description.
Showcase Relevant Skills: In your application, highlight specific skills that are relevant to the role, such as your familiarity with financial planning software like Xplan, your ability to conduct research, and your experience in drafting reports.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Junior Paraplanner.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning or any relevant qualifications during the interview. This will demonstrate your commitment to the field and your readiness for the Junior Paraplanner role.
✨Demonstrate Attention to Detail
Since this role requires strong attention to detail, be prepared to discuss examples from your past experiences where you successfully managed detailed tasks. This could include preparing reports or conducting research.
✨Familiarise Yourself with Financial Software
If you have experience with financial planning software like Xplan, mention it! If not, take some time to learn the basics before the interview. Showing that you're proactive about learning new tools can set you apart.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support career growth. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
