At a Glance
- Tasks: Support financial planning activities and produce compliant reports for clients.
- Company: Established independent wealth management firm in central Leeds.
- Benefits: Negotiable salary, hybrid working, private medical insurance, and professional development support.
- Other info: Opportunity for career growth and to work closely with experienced professionals.
- Why this job: Join a supportive team and influence financial advice standards while advancing your career.
- Qualifications: Minimum three years' experience in financial services and CII Level 4 Diploma required.
The predicted salary is between 40000 - 45000 £ per year.
Find Core are thrilled to be assisting an established independent wealth management firm with the recruitment of a
Senior Paraplanner .
Permanent position. This role will be based in the company's central
Leeds office. The position will initially be office-based during the training period, with hybrid working available once the successful candidate is fully established in the role.
Reporting directly to the Managing Director, the Senior Paraplanner will provide technical support across the firm's financial-planning activities, producing compliant reports, conducting research and supporting advisers with complex client requirements.
Salary
Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits
Key Responsibilities
- Produce accurate and compliant suitability reports within agreed timescales.
- Conduct detailed technical research across financial-planning products and solutions.
- Assist with the preparation of client portfolio reviews.
- Respond to technical queries from clients and Financial Advisers.
- Produce detailed client cash-flow models.
- Support advisers with complex pensions, investments and wider financial-planning cases.
- Assist with maintaining and updating the firm's preferred provider panels.
- Monitor recommended providers, products and investment structures on an ongoing basis.
- Work with the Technical team to update standard reports, recommendation wording and advisory tools.
- Maintain up-to-date technical knowledge across all relevant areas of financial advice.
- Produce technical bulletins and updates for clients and professional introducers.
- Provide technical guidance and training to other members of the team.
- Ensure all advice documentation meets regulatory and internal compliance standards.
- Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.
Skills & Experience
- Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role.
- Comprehensive experience dealing with pensions is essential.
- Strong knowledge of investments, retirement planning and wider financial-planning solutions.
- Minimum CII Level 4 Diploma in Regulated Financial Planning or an equivalent qualification.
- Relevant pension-planning examinations must have been completed.
- Commitment to progressing towards the CII Advanced Diploma and Chartered Financial Planner status.
- Strong experience producing compliant suitability reports and technical research.
- Experience producing cash-flow models and client portfolio reviews.
- Excellent analytical and problem-solving abilities.
- Strong written communication skills with excellent attention to detail.
- Ability to interpret complex technical information and communicate it clearly.
- Competent using Microsoft Excel to an intermediate level.
- Strong organisational skills with the ability to manage competing deadlines.
- Confident supporting and developing less-experienced colleagues.
- What's on Offer
- Fully negotiable salary based on experience and capabilities.
- Hybrid working following the initial office-based training period.
- Employer pension contribution.
- Death-in-service benefit of four times annual salary.
- 24 days' annual leave plus bank holidays.
- Discretionary bonus.
- Vitality private medical insurance.
- Professional examination support and technical training.
- Support towards the Advanced Diploma and Chartered Financial Planner status.
- Senior position reporting directly to the Managing Director.
- Opportunity to influence the firm's technical processes, provider panels and advice standards.
- Supportive and experienced wealth-management team.
- Central Leeds office location.
- #J-18808-Ljbffr
Financial Planning Analyst in Guiseley employer: FindCore
FindCore is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. As a Contracts Manager in Lanarkshire, you will benefit from a competitive salary, a company fuel card, and a car allowance, all while working in a dynamic environment that values teamwork and quality service delivery across the public sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Analyst in Guiseley
✨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 FindCore. 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 Financial Planning Analyst in Guiseley
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 FindCore.
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 FindCore'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 FindCore
✨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 FindCore.
✨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 FindCore 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 FindCore 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.
