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- Tasks: Support financial planners with research and report writing in a dynamic wealth management environment.
- Company: Join a nationally recognised wealth management firm with exciting growth plans.
- Benefits: Enjoy a competitive salary, bonus, pension, and 26 days holiday.
- Why this job: Build a long-lasting career while making a real impact in financial planning.
- Qualifications: 3+ years of paraplanning experience and a background in wealth management required.
- Other info: Hybrid working model with a supportive team and excellent career progression opportunities.
The predicted salary is between 40000 - 45000 £ per year.
The Company: A nationally recognised wealth management firm based in South Leeds is looking to add a Paraplanner to their highly experienced team. It is a brilliant opportunity to join a market-leading firm with significant growth plans over the next 2-3 years, where you will be supported to build a long-standing career within the business.
Office Location: South Leeds
Hybrid/Home Working: Yes - 3 days in the office & 2 days WFH
Package: £40-45k DOE + discretionary bonus & benefits
Key Benefits: Pension, 4xDIS + Medical Cashback Plan
Holidays: 26 days holiday + stats
The Role: A technical Paraplanner role supporting multiple Financial Planners from a research & suitability report writing perspective:
- Provide a comprehensive support service to the advisers, liaising with product providers, third parties and colleagues.
- Work closely with administrators to ensure new business is submitted and followed through to completion.
- Pre-check adviser files log to ensure no inconsistencies, compliance or advice errors.
- Collate and produce accurate information and research material to support recommendations.
- Research pensions, funds, investments, protection, annuity and IHT Products.
- Cashflow Modelling using Cashcalc.
- Prepare suitability letters, applications and supporting documentation.
- Consider current and future tax implications of any advice given.
The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to technical work, including private wealth-focused product research and suitability report work:
- Fully qualified and part-qualified Diploma candidates will be considered, with 3+ years' practical paraplanning experience required.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed within 24 hours.
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 Paraplanner in Guiseley
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Paraplanner role. 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 brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and suitability reports. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for opportunities at leading firms like the one in South Leeds. Tailor your approach to show why you’re a perfect fit for their growth plans.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight your skills.
We think you need these skills to ace Paraplanner in Guiseley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in wealth management and any technical skills that match the job description. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: When detailing your experience, focus on your paraplanning work and any specific projects you've handled. Mention your familiarity with research and report writing, as these are key aspects of the role we’re hiring for.
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’s super easy!
How to prepare for a job interview at CB3 Associates Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth management and paraplanning. Familiarise yourself with the latest products, regulations, and market trends. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your skills in research, report writing, and compliance checks. Be ready to discuss how you've supported financial planners in the past and any challenges you've overcome. This will demonstrate your practical experience and problem-solving abilities.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company’s growth plans, team dynamics, and the tools they use for cashflow modelling. This shows that you're not just looking for any job, but that you're genuinely interested in how you can contribute to their success.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The company is looking for someone who fits well within their team, so being authentic can help you stand out. Share your passion for paraplanning and how you envision your career developing with them.