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- Tasks: Create top-notch financial planning reports and research strategies for diverse clients.
- Company: Independent advisory firm with a growing team based near Leeds.
- Benefits: Up to £65,000 salary, 25 days holiday, 8% pension contribution, and private health insurance.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Paraplanner and strong research skills.
The predicted salary is between 39000 - 65000 £ per year.
An independent advisory firm based on the outskirts of Leeds is seeking an experienced Paraplanner to join their expanding team. In this hybrid role, you will be tasked with producing quality financial planning reports and conducting in-depth research on financial strategies for a diverse bank of clients.
The position offers a competitive salary of up to £65,000, alongside generous benefits including:
- 25 days of holiday
- 8% employer pension contribution
- Private medical health insurance
Senior Paraplanner, Wealth Planning — Hybrid in Leeds employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner, Wealth Planning — Hybrid in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at independent advisory firms. A friendly chat can sometimes lead to a job offer before it even hits the job boards.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial strategies and recent market trends. We want you to shine when discussing how you can produce quality financial planning reports and support clients effectively.
✨Tip Number 3
Showcase your research skills! Be ready to discuss specific financial strategies you've explored in the past. This will demonstrate your ability to conduct in-depth research and provide tailored solutions for a diverse bank of clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Paraplanner, Wealth Planning — Hybrid in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in producing financial planning reports and any relevant research you've conducted. We want to see how your skills align 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 wealth planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Research Skills: Since this role involves in-depth research, don’t forget to mention specific strategies or tools you’ve used in the past. We’re keen to know how you approach financial analysis and problem-solving.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Financial Strategies
Make sure you brush up on the latest financial strategies and products relevant to wealth planning. Be prepared to discuss how you've applied these in your previous roles, as this will show your expertise and confidence in the field.
✨Showcase Your Report Writing Skills
Since producing quality financial planning reports is a key part of the role, bring examples of your previous work or be ready to discuss your writing process. Highlight how you ensure clarity and accuracy in your reports, as this will demonstrate your attention to detail.
✨Research the Company
Take some time to understand the advisory firm’s values, mission, and client base. This knowledge will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the team dynamics, company culture, and growth opportunities. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
