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- Tasks: Support financial planners by producing client reports and cash flow models.
- Company: Reputable IFA firm in Central Leeds, focused on UHNW private client advice.
- Benefits: Competitive salary, bonus, pension, healthcare, and 24 days holiday.
- Why this job: Join a high-calibre team and make a real impact in wealth management.
- Qualifications: 5+ years in wealth management with experience in paraplanning.
- Other info: Dynamic role with opportunities for long-term career growth.
The predicted salary is between 45000 - 50000 £ per year.
The Company: A highly reputable IFA business based in Central Leeds sitting at the forefront of UHNW private client advice who are looking to recruit an industry experienced Paraplanner into their expanding adviser support team. This is a perfect career opportunity for someone who holds strong experience in high-value private client advice and holds aspirations of working for a 'best in class' firm - Taking on a technically challenging, highly analytical paraplanning remit.
Office Location: Central Leeds
Working Setup: Office-based
Package: £45-50k base DOE + 5-figure bonus and full company benefits
Key Benefits: 5% pension, 4x DIS, Vitality healthcare + PMI
Bonus: Discretionary - Paid annually
Holidays: 24-days + stats
The Role: A focused paraplanning role working alongside two high performing Chartered Financial Planners in a technical support capacity. Duties include:
- Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
- Provide response to client technical queries.
- Produce client cash flow models.
- Assist with updating with the firm's preferred provider panels - This will involve the ongoing monitoring of recommended structures and providers.
- Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
- Assist in the training to other members of staff on all areas of advice.
- Produce technical bulletins to be sent to clients and introducers when appropriate.
The Person: You will come from a wealth management background and hold 5+ years' hands-on, practical experience of supporting financial advisers/planners from a research and suitability report writing perspective.
Are you:
- Looking for a long-term career move into a high-calibre firm?
- High-value investments caseload biased, career to date?
- Actively looking for a consultative, pure paraplanning remit?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Chartered Paraplanner in Guiseley employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner in Guiseley
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local finance events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company inside out and be ready to discuss how your experience aligns with their needs. We want you to shine, so practice common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to make it personal and memorable.
✨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, we’re always looking for talented individuals like you to join our team!
We think you need these skills to ace Chartered Paraplanner in Guiseley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Paraplanner role. Highlight your experience in high-value private client advice and any relevant technical skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your background aligns with our firm's values. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills: Since this role involves producing accurate client reports and cash flow models, make sure to showcase your technical skills in your application. We’re looking for someone who can hit the ground running, so don’t hold back on your achievements!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at CB3 Associates Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of high-value private client advice and the specific paraplanning duties mentioned in the job description. Familiarise yourself with client cash flow models and compliance requirements, as these will likely come up during the interview.
✨Showcase Your Experience
Prepare to discuss your 5+ years of experience in wealth management. Have specific examples ready that highlight your skills in supporting financial advisers and writing suitability reports. This will demonstrate your hands-on expertise and how it aligns with the role.
✨Ask Insightful Questions
Think of questions that show your interest in the firm and the role. For instance, ask about their preferred provider panels or how they approach training for new staff. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don’t forget to let your personality shine through. The firm is looking for someone who can work closely with their Chartered Financial Planners, so being personable and approachable can set you apart from other candidates.