At a Glance
- Tasks: Lead a technical team, providing support and training while managing financial planning tools.
- Company: Respected wealth management firm in Sheffield with a client-centric approach.
- Benefits: Competitive salary, annual bonus, 25 days holiday, and comprehensive company benefits.
- Other info: Opportunity for career progression into management and operational roles.
- Why this job: Take charge of technical output and grow into a leadership role in a dynamic environment.
- Qualifications: Diploma qualified Paraplanner with experience in complex cases and IFA support.
The predicted salary is between 42000 - 47000 £ per year.
The Company: An extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Senior Paraplanner, and ultimately 'lead' Paraplanner to the technical team. Ideally, this will be an experienced head who is Diploma qualified and has motivations to take control of all technical output for the firm; leading the current technical support team as the business continues to grow.
Office Location: Sheffield
Working Setup: Office-based initially with hybrid working flex to follow
Package: £42-47k base DOE + annual bonus & full company benefits
Holidays: 25 days holiday + stats
Bonus: Discretionary based on company performance
Key Benefits: Aviva pension + salary sacrifice/study support
The Role: A focused research/report writing role supporting multiple high performing financial advisers provided the chance to develop into team-lead and more operationally focused workloads. Duties include:
- Technical assistance - Be the 'go to' person for technical queries in the team
- Training and nurturing of less technically competent team members, through suitability report checking etc
- Update/monitor financial planning tools ie. research & analysis software/calculators to ensure fit for purpose
- Ongoing monitoring/updating suitability report templates
- Liaising with external compliance teams to collate and deliver feedback to the team
- Responsibility for the development and implementation of our advice strategies - Cashflow, at retirement, CIRP, tax efficient investing & investment strategy etc
- Responsible for delivery of advice and advice compliance
- Ongoing monitoring and evaluation of client objectives
- Perform due diligence, research and analysis
- Undertake calculations (Pension contributions/CGT/IHT/Income Tax)
- Production of client presentation documents and suitability reports
- Oversight of provider illustrations / applications / fund information etc.
- Monitoring new business pipeline through to completion
- Client fee monitoring and client liaison on completion
- Pre meeting analysis
- Post meeting completion work
- Production of post review letters
The Person: You must come from an IFA/wealth management background and have exposure to supporting IFA's/financial planners across the breadth of private wealth focused financial advice. Are you a Diploma qualified Paraplanner (minimum) with complex-case experience? And are you motivated by progression routes into management and operational work rather than advice? If so, this role is definitely worth exploring further.
Senior Paraplanner / Paraplanning Team-Leader in Sheffield employer: CB3 Associates Ltd
Join a highly regarded wealth management firm in Sheffield, where you will not only lead a dedicated technical team but also enjoy a supportive work culture that prioritises employee growth and development. With competitive benefits including a generous holiday allowance, a discretionary bonus, and opportunities for hybrid working, this role offers a fulfilling career path for those looking to make a significant impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner / Paraplanning Team-Leader in Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CB3 Associates Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner / Paraplanning Team-Leader in Sheffield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CB3 Associates Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CB3 Associates Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CB3 Associates Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CB3 Associates Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CB3 Associates Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CB3 Associates Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
