At a Glance
- Tasks: Support senior planners by managing high-value portfolios and preparing reports.
- Company: Exchange Street Recruitment, a dynamic firm in Leeds with a focus on growth.
- Benefits: Starting salary of £30,000–£35,000, bonuses, pension contributions, and exam support.
- Other info: Enjoy flexibility with one day of remote work each week.
- Why this job: Join a learning culture and make a real impact while growing your career.
- Qualifications: Eagerness to learn and some experience in financial planning.
The predicted salary is between 30000 - 35000 € per year.
Exchange Street Recruitment in Leeds is looking for a Paraplanner to support two senior planners managing high-value portfolios. The role offers a starting salary of £30,000–£35,000 based on experience, alongside benefits like a generous bonus, pension contributions, and exam support.
You'll work closely with clients, model cash-flows, and prepare reports, contributing to the team's development and learning culture. Flexibility exists with one day of remote work weekly. A great opportunity for those eager to learn and grow.
Junior Paraplanner — Grow with £1m Portfolios (Hybrid) in Leeds employer: Exchange Street Recruitment
Exchange Street Recruitment is an exceptional employer that fosters a supportive and collaborative work environment in Leeds. With a strong emphasis on employee growth, the company offers generous benefits including a competitive salary, bonuses, pension contributions, and exam support, making it an ideal place for aspiring professionals to develop their skills while enjoying the flexibility of hybrid working. Join a team that values learning and development, and take your career to new heights with high-value portfolios.
Contact Detail:
Exchange Street Recruitment Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner — Grow with £1m Portfolios (Hybrid) in Leeds
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn. A friendly message can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for those interviews! Research common paraplanning questions and practice your answers. We want you to feel confident when discussing your skills and how they fit with managing high-value portfolios.
✨Tip Number 3
Show off your enthusiasm! When you get the chance to chat with potential employers, let them know how eager you are to learn and grow within their team. It’s all about that positive vibe!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Junior Paraplanner — Grow with £1m Portfolios (Hybrid) in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Junior Paraplanner role. Highlight any relevant experience in managing portfolios or working closely with clients, as this will show us you're a great fit for the team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how you can contribute to our team's development. Don’t forget to mention why you’re excited about the opportunity to work with high-value portfolios.
Showcase Your Learning Mindset:Since we value growth and learning, make sure to highlight any relevant qualifications or courses you've completed. If you're currently studying for exams, let us know! This shows your commitment to professional development.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Exchange Street Recruitment
✨Know Your Numbers
As a Junior Paraplanner, you'll be dealing with high-value portfolios. Brush up on your financial modelling skills and be ready to discuss how you would approach cash-flow modelling. This shows you're not just familiar with the concepts but can apply them practically.
✨Show Your Eagerness to Learn
This role is all about growth and development. Be prepared to share examples of how you've pursued learning opportunities in the past, whether through formal education or self-study. Highlighting your commitment to continuous improvement will resonate well with the interviewers.
✨Understand the Team Dynamics
Since you'll be supporting senior planners, it's crucial to demonstrate that you understand the importance of teamwork. Research the company culture at Exchange Street Recruitment and be ready to discuss how you can contribute positively to their learning culture.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the role, the team, and the company's future. This not only shows your interest but also helps you gauge if this is the right fit for you. Ask about their approach to client relationships or how they support exam preparation.
