At a Glance
- Tasks: Create detailed financial reports and support advisers with complex cases.
- Company: Established independent wealth management firm in central Leeds.
- Benefits: Negotiable salary, hybrid work, generous leave, and professional development support.
- Other info: Opportunity for career growth and to gain advanced qualifications.
- Why this job: Join a supportive team and influence financial advice standards.
- Qualifications: Two years' paraplanning experience and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
Find Core are thrilled to be assisting an established independent wealth management firm with the recruitment of a Paraplanner.
About the Role
Permanent position. This role will be based in the company’s central Leeds office. (There are other roles available in Harrogate and Boston Spa)
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.
Qualifications
- Minimum of two years’ experience working as a Paraplanner.
- Level 4 qualified preferred, will consider working towards level if sufficient experience.
- Minimum CII Diploma or equivalent including pension planning papers is preferred.
- Required Skills
- 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.
- Preferred Skills
None specified.
- Pay range and compensation package
- 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
Paraplanner in Leeds employer: FindCore
FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like FindCore. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from FindCore.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like FindCore. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in FindCore and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show FindCore how you can be a team player!
How to prepare for a job interview at FindCore
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with FindCore.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with FindCore's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
