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- Tasks: Support the Financial Planning Team with research and client advice.
- Company: Join a leading Accountancy and Business Advisory firm in the North of England.
- Benefits: Competitive salary, generous leave, health benefits, and career development opportunities.
- Why this job: Make a real impact while growing your skills in a supportive environment.
- Qualifications: Experience in Paraplanning and strong communication skills are essential.
- Other info: Enjoy a vibrant culture with social events and ongoing training.
The predicted salary is between 28800 - 48000 £ per year.
Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues. With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.
The Role
As a result of continuous growth, we are now recruiting for a Paraplanner to join our Leeds office and wider Financial Planning Service Line. The main purpose of this position is to provide technical and advisory support to the Financial Planning Team, including Financial Planning Consultants and Financial Planning Assistants, together with the Leadership & Compliance Teams. The main elements of this role will include:
- Conducting required research to produce all kinds of advice for new or existing clients
- Compiling suitability letters based on the advice being given
- Processing new business
- Providing feedback to Financial Planning Consultants in respect of potential improvements to fact find completion
- Supporting Financial Planning Consultants and Financial Planning Assistants with the development of their technical and research knowledge, as appropriate
- Maintaining and developing your own technical knowledge
Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- Significant Paraplanning experience (a minimum of 5 years' experience is desirable but not essential)
- Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
- Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
- Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
- Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
- Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
- Comfortable working in a fast paced environment
- A dedicated team player, and willing to assist colleagues in the team where possible
- Able to prioritise workloads under strict deadlines and use initiative to solve problems
- Good attention to detail to ensure that reports are compiled to the highest possible quality
- A Full UK Driving Licence (desirable not essential requirement)
The Benefits
In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:
- Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
- Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
- Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
- Smart Working Policy, giving you the ability to balance home and remote working
- Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
- Employee Assistance Programme (24/7 confidential support for wellbeing and health)
- Paid flu jabs and eye tests
- Introductory Commission Scheme (financial reward if you refer a new client)
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
- Ongoing access to online training courses and materials
- Paid professional membership fees
- Charity of the Month
- Colleague of the Month
- Subsidised social events throughout the year
In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.
Paraplanner in Leeds employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accountancy sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on a Paraplanner role!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss COBS, COCON, and SYSC confidently. We want to see that you’re not just a great fit for the role, but also passionate about delivering top-notch service to clients.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, share examples of how you've tackled challenges in previous roles. This will demonstrate your ability to thrive in a fast-paced environment and your commitment to teamwork.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Armstrong Watson.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that align with our values of Honesty, Humanity, Trust, and Passion. We want to see how you can contribute to our mission!
Showcase Your Communication Skills: Since excellent communication is key in this role, use clear and concise language in your application. We love a well-structured cover letter that reflects your ability to convey complex information simply and effectively.
Demonstrate Your Technical Knowledge: Don’t forget to mention your understanding of Business Standards and FCA regulations. We’re looking for someone who can hit the ground running, so show us your technical chops right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Armstrong Watson!
How to prepare for a job interview at Armstrong Watson
✨Know Your Stuff
Make sure you brush up on your knowledge of Business Standards, COBS, and COCON. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Communication Skills
Since excellent communication is key for a Paraplanner, practice articulating your thoughts clearly. You might even want to prepare a few examples of how you've successfully communicated complex information in the past.
✨Demonstrate Team Spirit
Armstrong Watson values teamwork, so be ready to share experiences where you've collaborated effectively with colleagues. Highlight your willingness to support others and how you contribute to a positive team environment.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This shows your interest in the company and the role, and it’s a great way to demonstrate your enthusiasm for contributing to their mission of client prosperity.
