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- Tasks: Support Financial Advisers by researching products and writing detailed suitability reports.
- Company: Join a reputable Investment Management & Financial Planning firm in North Leeds.
- Benefits: Enjoy 30 days holiday, a 9% pension, company bonuses, and more perks.
- Why this job: Be part of a supportive team, focusing on high net worth clients and professional growth.
- Qualifications: Ideal candidates have a Diploma in Financial Planning and 1-3 years of Paraplanning experience.
- Other info: This role is perfect for those committed to a long-term career in Paraplanning.
The predicted salary is between 24000 - 36000 £ per year.
My client is a well-reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to research new products and write detailed technical compliant suitability reports for clients.
The main purpose of the role is:
- To provide a highly technical service to our team of advisers in order to provide clients with a positive professional experience.
- To provide report writing support including the production of suitability reports for reviews and new business based on client needs.
- To assist the Paraplanning Manager to log incoming projects and maintain up-to-date report templates.
- The significant majority of reports will be for High Net Worth/complex client situations.
Your day-to-day responsibilities will include:
- Assisting with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers, and product recommendations for presentation to clients.
- Assisting with research for Asset Allocation on clients' existing portfolios, quantifying and analysing clients' existing investments.
- Assisting with obtaining valuations, quotations, and supporting application documentation.
- Providing all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Managing your own workload and providing updates to your line manager.
- Committing to continuous personal development and retaining supporting records.
- Carrying out any other duties as may reasonably be required.
Ideally, we are seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years of experience within a Paraplanning role, with solid experience in Report Writing and research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. We are looking for a career-focused Paraplanner, who isn’t looking to become an Adviser in the immediate future, as this is really a career Paraplanner position.
A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS, as well as other benefits and working with a great successful team.
Paraplanner / Trainee Paraplanner employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and regulations. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local events or join online forums to connect with current Paraplanners or Financial Advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your experience with report writing and research methodologies in detail. Be ready to share specific examples of how you've contributed to previous projects, as this will highlight your suitability for the role.
✨Tip Number 4
Showcase your commitment to continuous personal development. Mention any relevant courses or certifications you are pursuing or plan to pursue, as this aligns with the company's focus on professional growth.
We think you need these skills to ace Paraplanner / Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise any report writing skills and research methodologies you've used in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Paraplanner/Trainee Paraplanner role. Mention your qualifications, such as your Diploma in Financial Planning, and express your enthusiasm for supporting financial advisers.
Showcase Your Technical Skills: In your application, provide examples of your ability to produce detailed technical reports and conduct thorough research. Highlight any experience with high net worth clients or complex financial situations.
Demonstrate Commitment to Development: Mention your commitment to continuous personal development in your application. Include any relevant courses or training you have undertaken, and express your desire to grow within the paraplanning field.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner or Trainee Paraplanner, it's crucial to demonstrate your understanding of financial products and compliance regulations. Be prepared to discuss specific examples of how you've researched products or written reports in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in complex client situations. Think about how you would approach asset allocation or report writing for high net worth clients, and be ready to articulate your thought process.
✨Highlight Your Commitment to Continuous Development
This role requires ongoing personal development. Be sure to mention any relevant courses or qualifications you are pursuing, such as your Diploma in Financial Planning, and express your eagerness to learn and grow within the company.
✨Demonstrate Team Collaboration Skills
Since you'll be supporting Financial Advisers and working closely with the Paraplanning Manager, emphasise your ability to work well in a team. Share examples of how you've successfully collaborated with others in previous roles.
