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- Tasks: Join our team as a Paraplanner, supporting financial planning and client management.
- Company: We are a successful SJP Partner Practice based in North Leeds.
- Benefits: Enjoy a competitive salary, bonuses, and a supportive work environment.
- Why this job: This role offers growth opportunities in a thriving practice with a collaborative culture.
- Qualifications: Ideal for those starting in Paraplanning or with some experience looking to advance.
- Other info: Full-time position located in Leeds, perfect for those seeking a dynamic career path.
The predicted salary is between 24500 - 30000 £ per year.
Location - Leeds (West Park, LS16)
Salary - £24,500 to £30,000 + Bonus (Dependent upon experience)
Hours - full time, in office
We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplanning or have some experience and are now looking for the next step in your career. Our Practice is highly successful.
Contact Detail:
Burgh Recruitment 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. Attend local events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in paraplanning. Being proficient in these can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Consider seeking out a mentor in the field who can provide guidance and insights into the paraplanning profession. This relationship can help you gain valuable knowledge and potentially lead to job referrals.
✨Tip Number 4
Stay updated on industry trends and regulations that affect financial planning. Demonstrating your knowledge during interviews can impress potential employers and show that you're proactive about your career.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your understanding of financial planning and how your skills align with the requirements of the position.
Tailor Your CV: Customise your CV to reflect relevant experience in Paraplanning or related fields. Emphasise any qualifications, skills, or achievements that demonstrate your capability for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention why you want to work with this specific SJP Partner Practice and how you can contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Products
As a Paraplanner, you'll need to demonstrate a solid understanding of various financial products and services. Brush up on your knowledge of investments, pensions, and insurance products to impress during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss how you analyse client needs and create tailored financial plans. Be ready to provide examples from your past experiences where your analytical skills made a significant impact.
✨Demonstrate Team Collaboration
Since you'll be working closely with financial advisers and clients, highlight your ability to work in a team. Share examples of successful collaborations and how they contributed to achieving common goals.
✨Ask Insightful Questions
At the end of the interview, don't forget to ask questions that show your interest in the role and the company. Inquire about their approach to client relationships or how they support the professional development of their Paraplanners.
