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For Companies At a Glance
- Tasks: Support Financial Advisors with research, analysis, and report writing for clients.
- Company: Join a friendly, independent financial services firm in South Leicester.
- Benefits: Earn up to £35,000, enjoy remote work options, and access modern office facilities.
- Why this job: Be part of a passionate team dedicated to helping clients achieve their financial goals.
- Qualifications: Experience in paraplanning and working towards Level 4 Diploma in Financial Planning required.
- Other info: Enjoy 25 days holiday, team events, and a supportive work culture.
The predicted salary is between 21000 - 35000 £ per year.
This Paraplanner job in South Leicester provides the opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertakes cash flow modelling; therefore, individuals with experience or desire to undertake this would be beneficial.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long-serving members who enjoy being part of the business.
Paraplanner Requirements
- You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis.
- You should have a good technical understanding of investment, retirement and pension products in relation to financial planning.
- You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent.
- You should have an organised approach to your work and be able to handle multiple cases simultaneously.
- You should be confident working independently and within a team.
Paraplanner Benefits
- Salary of up to £35,000 depending on experience.
- Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities.
- Up to 2 days from home, after completion of probation.
- 25 days holiday plus bank holidays.
- 37.5 hours per week, Monday to Friday.
- Working within a business that is passionate about helping their clients.
- Regular paid team events throughout the year to get involved in.
Locations
South Leicester
Paraplanner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisors. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools that are commonly used in paraplanning. Being proficient in these tools can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Consider reaching out to current employees at the company to gain insights into their work culture and expectations. This can help you tailor your approach during interviews and demonstrate your genuine interest in the firm.
✨Tip Number 4
Stay updated on current trends and changes in financial regulations and products. Showing that you are knowledgeable about the industry will not only boost your confidence but also impress potential employers during discussions.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with tasks such as financial planning research, report writing, and cash flow modelling to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in paraplanning duties, including creating suitability reports and conducting fund performance analysis. Mention any specific cases you've managed to showcase your skills.
Showcase Your Qualifications: Clearly state your qualifications, especially if you hold or are working towards a Level 4 Diploma in Financial Planning. This will demonstrate your commitment to the profession and your technical understanding of financial products.
Personalise Your Application: Make your application stand out by personalising it for the company. Mention why you want to work with this particular financial services firm and how your values align with their mission of helping clients.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous paraplanning roles in detail. Highlight specific examples of bespoke suitability reports you've created and any complex cases you've managed. This will demonstrate your technical understanding and ability to handle the responsibilities of the role.
✨Understand Financial Products
Brush up on your knowledge of investment, retirement, and pension products. The interviewers will likely ask questions to assess your technical understanding, so being well-versed in these areas will give you an edge.
✨Demonstrate Organisational Skills
Since the role requires managing multiple cases simultaneously, be ready to share how you prioritise tasks and manage your workload. Discuss any tools or methods you use to stay organised and meet deadlines.
✨Express Team Collaboration
While the role involves independent work, emphasise your ability to collaborate with Financial Advisors and other team members. Share examples of how you've successfully worked within a team to achieve common goals, as this aligns with the company's culture.
