At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing personalised financial plans.
- Company: Award-winning Chartered Financial Planning firm with a family-friendly culture.
- Benefits: Competitive salary, generous holiday, non-contributory pension, and paid CII membership.
- Other info: Enjoy hybrid working flexibility and excellent career progression opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Strong financial planning knowledge and analytical skills; Level 4 Diploma preferred.
The predicted salary is between 35000 - 45000 £ per year.
Our client is an award-winning Chartered Financial Planning firm based in Leicester, recognised for excellence across multiple industry awards. As an independent firm, we provide trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. We offer a supportive, family-friendly culture with some flexibility around hybrid working.
This is a full-time Paraplanner role based in Leicester (with hybrid flexibility), offered with a competitive salary of £35,000 – £45,000 depending on experience. Although the role is listed as Hybrid on LinkedIn, it is primarily an office-based position, with flexibility for occasional home working when needed.
Responsibilities
- Work closely with our Financial Advisers to deliver high-quality technical and client support.
- Conduct research and analysis.
- Prepare compliant suitability reports.
- Analyze financial data.
- Help develop personalised financial plans.
- Stay up to date with legislation, market trends, and regulatory requirements to ensure clients receive outstanding advice.
Qualifications
- Strong knowledge of financial planning and investments.
- Excellent analytical and report-writing skills.
- Clear verbal and written communication.
- Level 4 Diploma in Financial Planning (or working towards); progress toward Chartered status is an advantage.
- Ability to work independently and collaboratively.
- Experience in a similar paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable.
Benefits include:
- Non-contributory pension (7% employer contribution).
- Paid CII membership.
- 33 days holiday (21 flexible days + 12 office closure/bank holidays).
- Family-friendly working culture.
Paraplanner in Leicester employer: Bespoke Financial Recruitment Solutions
Join an award-winning Chartered Financial Planning firm in Leicester, where we pride ourselves on a supportive and family-friendly culture that values work-life balance. With competitive salaries, generous holiday allowances, and opportunities for professional growth, this is an excellent place for Paraplanners looking to make a meaningful impact while enjoying the flexibility of hybrid working arrangements.
Contact Details:
Bespoke Financial Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bespoke Financial Recruitment Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bespoke Financial Recruitment Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bespoke Financial Recruitment Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bespoke Financial Recruitment Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bespoke Financial Recruitment Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bespoke Financial Recruitment Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bespoke Financial Recruitment Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
