Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support an IFA in building client relationships and providing top-notch financial advice.
- Company: Join a prestigious firm of Chartered Financial Planners serving UHNW clients.
- Benefits: Enjoy hybrid working with flexible hours and a pathway to financial advising.
- Why this job: Accelerate your career in finance while making a real impact on clients' lives.
- Qualifications: 3+ years in financial planning and a Level 4 diploma (or close) required.
- Other info: This role offers growth opportunities in both paraplanning and financial advising.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner Hybrid (2 day per week in office) Up to £50,000 – £60,000 Leeds An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. The office is based in Leeds and would only require 2 days per week in the office. The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. Provide research and analysis of investment funds and financial products, whilst considering the client objectives. Conduct fund research Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there. Preparation of fund switch and encashment letters according to advice provided. Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: • Level 4 diploma qualified • Good understanding of the Financial Planning process. • Strong interpersonal skills, both written and verbal communication. • Customer service skills – providing an excellent service to the adviser and client. • Excellent planning and organisational skills. • Ability to work effectively to deadlines. • Accuracy and attention to detail to balance demands of role
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with experienced paraplanners and financial advisors. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific needs of UHNW clients. Research the types of financial products and services that cater to high-net-worth individuals, as this knowledge will be crucial in your discussions during interviews.
✨Tip Number 3
Prepare to discuss your experience in building client relationships. Think of examples where you've successfully supported financial advisors or managed complex client needs, as this will demonstrate your capability for the role.
✨Tip Number 4
Show your commitment to professional development. Highlight any ongoing education or certifications you are pursuing, especially if they relate to chartered status, as this will indicate your dedication to advancing in the field.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning. Emphasise your skills in building client relationships and any technical knowledge you have that relates to UHNW individuals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Paraplanner. Mention your experience, your understanding of the complexities involved in financial planning, and how you can contribute to the firm’s success.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you hold a Level 4 diploma or are working towards chartered status. This is crucial for demonstrating your suitability for the role.
Showcase Soft Skills: In your application, highlight soft skills such as communication, customer service, and teamwork. These are essential for supporting the IFA and maintaining strong client relationships.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially around UHNW clients. Be prepared to discuss complex financial scenarios and how you would approach them.
✨Demonstrate Relationship-Building Skills
Since the role involves supporting an IFA in building client relationships, think of examples from your past experience where you've successfully developed rapport with clients. Highlight your customer service skills.
✨Showcase Your Technical Expertise
Be ready to talk about your technical skills and any relevant qualifications, such as your Level 4 diploma. If you're working towards chartered status, mention this and explain how it aligns with your career goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and their client base. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
