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For Companies At a Glance
- Tasks: Assist in financial planning and support advisors with client documentation.
- Company: Join a successful SJP Partner Practice in North Leeds, known for its supportive culture.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for career growth.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Ideal for those starting in Paraplanning or with some experience looking to advance.
- Other info: Full-time role based in Leeds, perfect for those seeking a collaborative work environment.
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 and provides a supportive environment for professional development.
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
Research the specific requirements and skills that are valued by our practice. Familiarise yourself with the tools and software commonly used in Paraplanning to demonstrate your readiness for the role during any discussions.
✨Tip Number 3
Prepare to discuss your understanding of financial products and regulations during interviews. Being able to articulate your knowledge will show us that you are serious about the role and have a solid foundation in Paraplanning.
✨Tip Number 4
Consider reaching out to current employees at our practice via LinkedIn. A friendly message asking about their experience can provide valuable insights and may even lead to a referral, increasing your chances of landing the job.
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 mentioned in the job description.
Tailor Your CV: Customise your CV to reflect relevant experience in Paraplanning or related fields. Emphasise any qualifications, skills, and achievements that demonstrate your capability for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to join their team 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 your interviewers.
✨Showcase Your Analytical Skills
Paraplanning requires strong analytical abilities. Be prepared to discuss how you've used these skills in previous roles or during your studies. Consider bringing examples of reports or analyses you've completed.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential client situations you might encounter and how you would approach them, demonstrating your ability to provide tailored solutions.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. This shows your genuine interest in the role and the company. You might ask about the team dynamics or the types of clients they typically work with.
