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 allowance, non-contributory pension, and paid CII membership.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Strong knowledge of financial planning, analytical skills, and Level 4 Diploma in Financial Planning.
- Other info: Flexible hybrid working and excellent career progression opportunities.
The predicted salary is between 30000 - 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
Contact Detail:
Bespoke Financial Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and think about how your skills align with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to convey complex information clearly. Try mock interviews with friends or use online resources to refine your verbal and written communication.
✨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 award-winning team.
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your knowledge of financial planning, analytical skills, and any relevant software experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our supportive culture. Be genuine and let your personality come through.
Showcase Your Experience: When detailing your previous roles, focus on specific achievements and responsibilities that relate to paraplanning. We want to see how you've helped clients achieve their financial goals in the past!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we love seeing applications come in that way!
How to prepare for a job interview at Bespoke Financial Recruitment Solutions
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest market trends, legislation, and regulatory requirements. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Skills
Prepare to discuss your analytical and report-writing skills in detail. Bring examples of past work where you've conducted research or prepared suitability reports. This will demonstrate your capability to deliver high-quality support to Financial Advisers.
✨Practice Your Communication
Since clear verbal and written communication is key, practice explaining complex financial concepts in simple terms. You might be asked to present a financial plan or analysis, so being articulate will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, their approach to financial planning, and how they support their team. This shows that you're not just interested in the job, but also in how you can contribute to their success and fit into their family-friendly culture.
