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- Tasks: Collaborate with planners and manage client contact for financial planning.
- Company: Dynamic financial firm based in Leeds with a supportive team culture.
- Benefits: Starting salary £30,000-£35,000, generous bonuses, pension, and 25+ days holiday.
- Other info: Flexible remote work and potential for advancement into advisory roles.
- Why this job: Kickstart your career in finance with growth opportunities and exam support.
- Qualifications: Paraplanning experience preferred but not essential; admin experience is a plus.
The predicted salary is between 30000 - 35000 £ per year.
Benefits and Package
- Starting salary £30,000 - £35,000 depending on experience and exam progress
- Generous bonus awarded to existing team members
- Pension contribution
- Disability insurance (x4)
- Exam support
- 25 days holiday plus extra 2-3 days during Christmas break
- Primary work location: Leeds office with one day per week remote work flexibility
Responsibilities
- Collaborate with the firm's two planners who advise clients with £1m+ in assets
- Manage client contact and participate in cash flow modelling and lifestyle financial planning
- Progress within the organization as a paraplanner, with potential for future advancement into advisory roles
Qualifications
- Approximately 12 months paraplanning experience is desirable, though not essential
- Experience in an admin-focused role with exposure to reports, research or technical work is acceptable
- Demonstrated willingness and capacity to learn quickly
- Aspirations to achieve Level 4 and beyond, with commitment to developing skills over time
Junior Paraplanner in Morley employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Morley
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning industry, especially those who work as paraplanners. Attend local events or join online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning and financial advice. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience, even if it's from admin roles. Include examples of reports you've worked on or any research you've conducted to demonstrate your capabilities.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings and updates that you won't find elsewhere. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Junior Paraplanner in Morley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior Paraplanner role. Highlight any relevant paraplanning experience or admin roles you've had, and don’t forget to mention your aspirations for Level 4 qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background makes you a great fit. Be genuine and let your personality come through – we love seeing the real you!
Showcase Your Learning Mindset: We value candidates who are eager to learn and grow. In your application, mention any courses or training you've undertaken, especially if they relate to financial planning or paraplanning. This shows us you're committed to developing your skills over time.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into our hands quickly. Plus, it gives you a chance to explore more about us and what we stand for!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Stuff
Make sure you understand the role of a Junior Paraplanner and the responsibilities that come with it. Brush up on cash flow modelling and lifestyle financial planning, as these are key areas you'll be involved in. Familiarise yourself with the firm's approach to advising clients with significant assets.
✨Show Your Willingness to Learn
Since the job requires a demonstrated willingness to learn quickly, be prepared to discuss how you've tackled new challenges in the past. Share examples of how you've developed your skills or knowledge, especially if you have aspirations to achieve Level 4 qualifications.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s culture, the team dynamics, and opportunities for advancement. This shows that you're genuinely interested in the role and helps you gauge if it's the right fit for you.
✨Highlight Relevant Experience
Even if you don't have direct paraplanning experience, emphasise any admin-focused roles where you've dealt with reports, research, or technical work. Relate your past experiences to the responsibilities of the Junior Paraplanner position to demonstrate your suitability.