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For Companies At a Glance
- Tasks: Support financial advisers with client records, research, and compliance.
- Company: Join a dynamic and inclusive team at The Openwork Partnership.
- Benefits: Competitive salary, bonus scheme, pension, and 27 days holiday.
- Why this job: Make a real impact in finance while developing your skills.
- Qualifications: CII L4 Diploma in Financial Planning and strong communication skills.
- Other info: Fast-paced environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 54000 £ per year.
We are looking for an experienced Paraplanner to join the newly established and growing team of advice professionals. As an integral part of the support team, you will provide our advisers and their clients with a professional and efficient service. You will support our advisers with maintaining client records, occasional data gathering, application form preparation and submission. The role will also involve promoting the company’s services in a professional and FCA compliant manner.
Benefits
- Salary - £40,000 - £45,000
- Bonus scheme - on target bonus - 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities
- Providing research, analysis & technical support to a team of financial advisers
- Preparing recommendation reports
- Maintaining client records
- Analysing clients’ circumstances, objectives & risk profile
- Liaise with financial advisers to query or challenge proposed recommendations where necessary
- Provide research on all relevant advice areas, products and investment solutions
- Cashflow modelling analysis
- Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures
Qualifications and Experience
- Sound knowledge of the financial services market
- Attainment of CII L4 Diploma in Financial Planning
- Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague
- Organisation: Able to prioritise tasks and prioritise client related tasks
- Customer Service: Understand what good customer service is and prioritise customer work to deliver good service.
- Teamwork & Collaboration: Understand the importance of teamwork and how collaboration can improve outcomes.
- Technology: Understand and be able to use technology for the role effectively
- Strong background in client and product administration
- Ability to deliver to tight deadlines
- Excellent problem solver and decision maker
We’re a dynamic, fast paced, and growing business with huge ambition. We invest heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We are proud of our culture, an inclusive environment that values individuality, and we believe everyone can make a difference. Your race, religion, disability, and gender will never be a barrier to your success at Openwork.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Paraplanner in Swindon employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the financial services market. Be ready to discuss how your skills align with the key accountabilities listed in the job description, like client record maintenance and producing suitability reports.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of examples from your past experience where you tackled challenges effectively, especially in client administration or technical support roles. This will demonstrate your ability to deliver under pressure.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our dynamic team at The Openwork Partnership.
We think you need these skills to ace Paraplanner in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any relevant qualifications, like the CII L4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Keep it professional but let your personality come through – we love individuality!
Showcase Your Customer Service Skills: Since customer service is key in this role, make sure to include examples of how you've delivered great service in the past. We want to know how you prioritise client needs and ensure satisfaction.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you're keen on joining our dynamic team!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services market. Understand the key products and investment solutions relevant to the role of a Paraplanner. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Communication Skills
Since communication is key in this role, prepare examples of how you've adapted your communication style to suit different clients or colleagues. Think about times when you’ve had to explain complex information clearly and concisely.
✨Demonstrate Team Spirit
Be ready to discuss your experience working in teams. Highlight instances where collaboration led to better outcomes. The interviewers will want to see that you understand the importance of teamwork in providing excellent client service.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Think of specific challenges you've faced in previous roles and how you approached them. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
