At a Glance
- Tasks: Support financial planners with client interactions and cashflow modelling.
- Company: Dynamic IFA business led by an inspiring founder in Leeds.
- Benefits: Starting salary of £30,000-£35,000, generous bonuses, 25 days holiday, and exam support.
- Other info: Flexible working options and excellent career progression opportunities.
- Why this job: Join a growth-minded team and develop your skills in a supportive environment.
- Qualifications: Paraplanning experience is a plus, but a willingness to learn is key.
The predicted salary is between 30000 - 35000 € per year.
Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up? This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better over the years under their guidance.
This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that.
PACKAGE: Your starting salary will be £30,000 - £35,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do. Alongside that there's also pension, DIS (x4) and support with exams. You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year. This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time.
THIS IS WHAT YOU'LL DO: You'll work with the firm's two planners who advise clients with £1m+. You'll have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.
HERE'S WHAT YOU'LL NEED: Around 12 months’ paraplanning experience would be useful, but it isn’t essential. You might currently be in a more admin-focused role with some exposure to reports, research or technical work. What is key to this firm though is a willingness and capacity to learn quickly. You'll be ambitious and keen to become level 4 and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills.
Want to build your paraplanning career properly? Pick the right boss and click apply. If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV later. Everyone will receive a response.
Junior Paraplanner in Bradford employer: Exchange Street Recruitment
Join a forward-thinking IFA business in Leeds, where the culture is built on strong leadership and a commitment to employee development. With a focus on training, empowerment, and a supportive team environment, you'll have the opportunity to grow your paraplanning skills alongside experienced professionals. Enjoy competitive salary packages, generous holiday allowances, and a culture that values your contributions and career progression.
Contact Detail:
Exchange Street Recruitment Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Bradford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show your enthusiasm! When you get the chance to chat with potential employers, let your passion for paraplanning shine through. Talk about your eagerness to learn and grow within the role. Remember, they want someone who’s excited about being part of their team!
✨Tip Number 3
Prepare for interviews by researching the company culture. Since this firm values training and development, think of examples from your past where you’ve embraced learning opportunities. This will show them you’re a great fit for their growth-minded environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets seen. Plus, if you don’t have a CV ready, just send us your contact details. We’ll help you sort it out later, so you can focus on landing that dream job!
We think you need these skills to ace Junior Paraplanner in Bradford
Some tips for your application 🫡
Show Your Enthusiasm:When you're writing your application, let your passion for paraplanning shine through! We want to see that you're excited about the opportunity to learn and grow with us. A little enthusiasm can go a long way in making your application stand out.
Tailor Your Application:Make sure to customise your application to reflect how your experience aligns with what we're looking for. Highlight any relevant skills or experiences that show you're ready to dive into the world of financial planning with our team.
Be Honest About Your Experience:If you don't have all the experience we're asking for, that's okay! Just be upfront about where you're at and express your eagerness to learn. We value ambition and a willingness to grow, so don’t hesitate to share your journey with us.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you get a response. Plus, it shows you're serious about joining our fantastic team!
How to prepare for a job interview at Exchange Street Recruitment
✨Know the Company Culture
Before your interview, take some time to research the company's culture and values. Understand how they prioritise training and development, as this will help you align your answers with what they value most. Show that you're keen to be part of a team that thrives under strong leadership.
✨Demonstrate Your Willingness to Learn
Since the firm is looking for someone who is eager to learn and grow, be prepared to discuss your learning experiences. Share examples of how you've adapted in previous roles or how you've taken initiative to improve your skills. This will show them that you're ready to embrace the growth mindset they promote.
✨Prepare Questions About Development Opportunities
Have a few thoughtful questions ready about the training and support they offer. Ask about their approach to helping new paraplanners develop their skills and progress within the company. This not only shows your interest but also helps you gauge if their commitment to development matches your career aspirations.
✨Highlight Relevant Experience
Even if you don't have direct paraplanning experience, think about any admin roles or tasks that involved reports, research, or technical work. Be ready to explain how these experiences have prepared you for the role. Tailor your examples to reflect the responsibilities mentioned in the job description.
