Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse client circumstances and prepare recommendations for advisers.
- Company: Join a Top 100 Wealth Management practice in Leeds with a strong reputation.
- Benefits: Enjoy career development, paid exam support, and a welcoming office environment.
- Why this job: Experience variety in your role and grow towards Advisor or Compliance Consultant levels.
- Qualifications: Previous experience as a Paraplanner is ideal; no formal qualifications required.
- Other info: Refer a friend and earn £200 in vouchers if they secure a job through us.
The predicted salary is between 28800 - 43200 £ per year.
A well-established Top 100 Wealth Management practice in Leeds require a career-committed paraplanner who is dedicated to enhancing their knowledge, experience and skills in this area. This is a great chance for an experienced Paraplanner to develop their career towards Advisor or Compliance Consultant level. They offer strong career development including paid exam support and opportunities to move through departments depending on where you want your career to take. The unique company structure offers unparalleled variety - working as a shared resource across departments and products mean no two days will be the same.
Ideally, you will have previous experience as a Paraplanner within a fast-paced environment and have extensive product knowledge in the areas of pensions, investments and protection. The successful candidate will benefit from full support and training within a welcoming office environment.
About the Role:
- You will be required to analyse a client's circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser.
- Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place.
- Liaising with various members of the Research Team involved in Risk and Compliance to ensure that advice is compliant.
- Provide high quality technical, administrative and research support to the advisers.
- Provide input to the Research Manager on the suitability of new systems or procedures.
- Assist in the development of less experienced members of staff.
Skills:
- Previous experience working within a similar role within an IFA Practice.
- No qualifications required (but a Level 4 Diploma would be ideal).
- A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels.
- Committed to a career in research.
- Good time management and the ability to organise and prioritise workload.
If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Paraplanner in Leeds employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work as paraplanners or advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions, investments, and protection. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a fast-paced environment.
✨Tip Number 3
Consider reaching out to current employees at the company for an informational interview. This can provide you with insights into the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported advisers in the past. Highlight your analytical skills and attention to detail, as these are crucial for the paraplanner role.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Paraplanner, especially in fast-paced environments. Emphasise your product knowledge in pensions, investments, and protection, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your commitment to a career in research and your analytical capabilities. Mention specific examples of how you've supported advisers in the past and your enthusiasm for the opportunity to develop further.
Highlight Relevant Skills: In your application, focus on your communication skills, attention to detail, and time management abilities. These are key attributes the company is looking for, so provide examples of how you've demonstrated these in your previous roles.
Show Enthusiasm for Development: Express your eagerness to take advantage of the career development opportunities offered by the company. Mention your willingness to pursue further qualifications, like the Level 4 Diploma, and how you see yourself growing within the organisation.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Analytical Skills
As a paraplanner, your analytical capabilities are crucial. Be prepared to discuss specific examples of how you've analysed client circumstances and made recommendations in the past. This will demonstrate your expertise and suitability for the role.
✨Demonstrate Product Knowledge
Familiarise yourself with the latest trends and products in pensions, investments, and protection. During the interview, mention any relevant experience you have and be ready to discuss how you stay updated on market changes.
✨Highlight Your Communication Skills
Effective communication is key in this role. Prepare to share instances where you've successfully interacted with clients or team members, ensuring that your ability to convey complex information clearly is evident.
✨Express Your Commitment to Career Development
The company values career progression, so make sure to express your enthusiasm for developing your skills further. Discuss any relevant qualifications you’re pursuing or plan to pursue, and how they align with your career goals.
