Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist Financial Planners with client advice and analyse financial products.
- Company: Dynamic financial planning firm in Leeds with a thriving culture.
- Benefits: Hybrid working model and excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial futures.
- Qualifications: Level 4 diploma and at least 3 years’ experience required.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in Leeds is seeking an experienced Paraplanner to join their team. The role requires assisting Financial Planners with client advice, analyzing financial products, and preparing financial plans.
The ideal candidate will have a Level 4 diploma and at least 3 years’ experience in the field. This position offers a hybrid working model and excellent career growth opportunities within a thriving environment.
Hybrid Paraplanner: Advise, Analyze & Grow in Leeds employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Advise, Analyze & Grow in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about letting them know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities that aren’t advertised.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products and client advice strategies. We recommend doing some mock interviews with friends or using online resources to get comfortable with common questions.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your work or case studies that highlight your experience as a Paraplanner. This will help you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities, including the Hybrid Paraplanner role in Leeds. It’s a fantastic way to ensure your application gets seen by the right people.
We think you need these skills to ace Hybrid Paraplanner: Advise, Analyze & Grow in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your Level 4 diploma and those 3 years in the field. We want to see how your skills align with what we’re looking for!
Showcase Your Skills: In your cover letter, don’t just list your qualifications. Tell us how you’ve assisted Financial Planners in the past and any specific financial products you’ve analysed. We love seeing real examples!
Be Authentic: Let your personality shine through! We’re not just looking for qualifications; we want to know who you are and how you fit into our thriving environment. Be yourself and share your passion for financial planning.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the products and services relevant to the role. Being able to discuss specific financial plans or strategies will show that you're not just familiar with the basics but can also contribute meaningfully.
✨Showcase Your Experience
With at least 3 years in the field, you’ve got plenty of experience to draw from. Prepare examples of how you've assisted Financial Planners in the past, particularly any challenges you faced and how you overcame them. This will demonstrate your problem-solving skills and adaptability.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to financial planning and their hybrid working model. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
✨Dress the Part
Even if the role offers a hybrid model, it’s important to make a good first impression. Dress professionally for the interview, as this reflects your seriousness about the position and respect for the interviewers.
