At a Glance
- Tasks: Support Advisers by producing technical research and financial planning reports.
- Company: Established financial planning business in Central Leeds with a supportive culture.
- Benefits: Competitive salary, pension contributions, health insurance, and exam support.
- Other info: Enjoy a technically challenging role with excellent growth opportunities.
- Why this job: Join a dynamic team and advance your career towards Chartered Status.
- Qualifications: 3+ years of Paraplanning experience and QCF Level 4 CII Diploma.
The predicted salary is between 40500 - 49500 £ per year.
The Company: An established financial planning business looking to bring in an experienced Paraplanner to join their Technical Unit; supporting a team of Advisers with the production of technical research, financial planning reports and client recommendations. This is a technically focused opportunity suited to someone with strong Paraplanning experience, particularly across pensions, who is looking for a role with genuine exposure to complex advice and the opportunity to continue progressing towards Advanced Diploma and Chartered Status.
- Office Location: Central Leeds
- Working Setup: Office-based
- Hours: Full-time
Package: £38-45k DOE + discretionary bonus and full company benefits
Benefits: Employer pension contribution, 4x salary Death in Service, Vitality PMI and full exam support/training
Holidays: 24-days + bank holidays
Additional Info: Discretionary annual bonus and support towards Advanced Diploma/Chartered Status
The Role: A technically challenging Senior Paraplanning role responsible for producing high-quality reports, research and technical information across the full range of financial planning advice. Working closely with Advisers and the wider Technical Unit, key accountabilities include:
- Produce accurate and compliant client suitability reports within agreed timescales
- Assist with the production of client portfolio reviews
- Provide technical support and responses to client and adviser queries
- Produce client cash flow models and financial planning projections
- Assist with the ongoing review and development of preferred provider panels
- Monitor recommended investment structures and providers
- Work with the Technical Unit to maintain and update standard reports, recommendation wording, standard paragraphs and technical tools
- Assist with the training and development of other members of staff across different areas of financial advice
- Produce technical bulletins and updates for clients and introducers where appropriate
- Undertake research across pensions, investments and wider financial planning areas
- Ensure all technical work and client documentation is accurate, compliant and produced within agreed timescales
- Keep up to date with regulatory, product and provider developments affecting the advice process
The Person: Minimum 3 years' experience within a similar Paraplanning/Technical role in a Financial Services environment is required, alongside the QCF Level 4 CII Diploma (or close to completing). Comprehensive experience across pensions is particularly important, with the successful individual expected to continue working towards the Advanced Diploma and Chartered Status. This is a role that will suit an experienced Paraplanner who enjoys the technical side of financial planning and wants to become increasingly involved in research, technical development, adviser support and the wider development of the firm's advice proposition.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Paraplanner in Leeds employer: CB3 Associates Ltd Careers
Join a prestigious Wealth Management firm in Central York, where you will thrive in a supportive and dynamic work environment. With a strong focus on employee development, we offer comprehensive benefits including a competitive salary, pension, healthcare, and study support for professional exams, ensuring you have the resources to grow your career in investment administration. Our collaborative culture prioritises client satisfaction and operational excellence, making it an ideal place for those passionate about finance and client service.
Contact Details:
CB3 Associates Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like CB3 Associates Ltd Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from CB3 Associates Ltd Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like CB3 Associates Ltd Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CB3 Associates Ltd Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show CB3 Associates Ltd Careers how you can be a team player!
How to prepare for a job interview at CB3 Associates Ltd Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CB3 Associates Ltd Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CB3 Associates Ltd Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
