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- Tasks: Support financial advisors by conducting research and preparing client reports.
- Company: Exciting boutique IFA firm in Leeds with a focus on growth.
- Benefits: Negotiable salary, generous benefits, and opportunities for career development.
- Why this job: Join a dynamic team and shape your role as the company grows.
- Qualifications: Minimum 2 years' experience as a Paraplanner with strong communication skills.
- Other info: Work closely with an experienced MD and engage with high net worth clients.
The predicted salary is between 36000 - 60000 £ per year.
This is an extremely opportune time to join this flourishing boutique IFA firm based in Leeds city centre. The business was recently set up by a well-known and high profile IFA Director, who sold their previous company to a national IFA concern. Preferring the dynamics of a smaller business, the MD is now focused on growing this new firm, and is already managing significant FUM as a result of their decades of experience and relationships in the market.
As a result of this growth, we are now looking for a Paraplanner to join the small but growing team. Being a newly-established business, this is a superb chance to get in early, and benefit from the career-development opportunities that will follow. Moreover, you’ll be working with an IFA business leader who has a very strong track record of developing his employees, and helping them to realise their full potential.
The MD of this directly authorised firm cites, “this is a role that can truly evolve as we grow, and we can very much shape the position to suit the skills, experience and ambitions of the successful candidate.”
Whilst many IFA firms profess to have a HNW client bank, this firm truly does – the majority of its clients being high net worth families connected to owner-managed businesses, and typically having £2M+ in FUM. The Director says, “this Paraplanner will be exposed to some really interesting business, as a result of our affluent client list.”
Working closely with MD and other colleagues, you will operate as a team throughout the advice process, ensuring a first-class client service is delivered. More specifically, you will interpret data obtained during client meetings, conducting research to provide solutions to meet their needs, and recommending an appropriate course of action through suitability letters. Other day to day duties will include dealing with client and provider queries, preparing existing client files ready for reviews, and ensuring all files are compliant on an ongoing basis. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.
With this exciting business being in its infancy, we are looking for a ‘hands on’ Paraplanner, who is willing to assist in a range of different areas, and get ‘stuck in’. It is essential that you have a minimum of 2 years’ experience as a Paraplanner, together with strong organisational and communication skills. Just as importantly, to fit in with the highly friendly and supportive team, you’ll be engaging, approachable, and a positive team player.
You’ll be rewarded with a generous basic salary (Negotiable, depending on experience) together with a range of company benefits including 4 X Death in Service, and discretionary annual bonus.
Paraplanner in Leeds employer: Aston Charles
Contact Detail:
Aston Charles Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Since this is a boutique IFA firm, show your enthusiasm for their growth and how you can contribute. Tailor your responses to highlight your experience and how it aligns with their needs.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Use this opportunity to reiterate your interest in the role and mention something specific from the interview that excited you.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate individuals to join our team. By applying directly, you’ll ensure your application gets the attention it deserves and you’ll be one step closer to landing that Paraplanner role.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see why you're excited about joining our growing team and how you can contribute to our success.
Tailor Your CV: Make sure your CV is tailored to the Paraplanner position. Highlight your relevant experience and skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested in the role.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure to proofread for any typos or errors!
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’s super easy to do!
How to prepare for a job interview at Aston Charles
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and compliance standards. Given the high net worth clients this firm deals with, being able to discuss specific products and their suitability will show that you're serious about the role.
✨Show Your Team Spirit
This is a small but growing team, so it's crucial to demonstrate that you're a positive team player. Share examples from your past experiences where you've collaborated effectively with colleagues or contributed to a team project.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's growth plans and how the Paraplanner role can evolve. This shows your genuine interest in the company and helps you understand how you can contribute to its success.
✨Be Engaging and Approachable
Since the team values a friendly atmosphere, make sure to showcase your engaging personality during the interview. Smile, maintain eye contact, and be open in your communication to create a positive impression.
