At a Glance
- Tasks: Support Financial Advisers with detailed reports and financial planning analysis.
- Company: Respected wealth management firm in Leeds, focused on client-first solutions.
- Benefits: Competitive salary, ongoing professional development, and support towards Chartered status.
- Other info: Collaborative environment with exposure to high-quality clients and complex cases.
- Why this job: Join a growing team and make a real impact in wealth management.
- Qualifications: Experience as a Paraplanner with strong technical knowledge and report writing skills.
The predicted salary is between 40000 - 50000 £ per year.
A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships.
The Opportunity
This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards.
Key Responsibilities
- Preparing detailed client suitability reports and portfolio reviews
- Conducting technical research across pensions, investments and financial planning products
- Producing and maintaining cashflow models to support client recommendations
- Responding to technical queries from Advisers and clients
- Carrying out provider and product due diligence
- Monitoring preferred provider panels and market developments
- Supporting the maintenance of technical tools, templates and standard documentation
- Ensuring all work adheres to FCA regulatory and compliance standards
- Using financial planning and back-office systems to support efficient case management
About You
The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes.
Skills & Experience Required
- Strong technical knowledge of pensions and financial planning
- Proven experience within an FCA regulated environment
- Excellent suitability report writing skills
- Experience with cashflow modelling and retirement planning
- Strong provider and product research capabilities
- Competent user of Excel and financial planning/back-office systems including iO
- High attention to detail and strong organisational skills
- Ability to manage multiple priorities and deadlines effectively
Qualifications
- CII Diploma qualified (or equivalent)
- Working towards Advanced Diploma and Chartered status preferred
What's on Offer
- Opportunity to join a well-established and growing wealth management firm
- Collaborative and supportive working environment
- Exposure to high-quality clients and complex cases
- Ongoing professional development and support towards Chartered status
- Competitive salary and benefits package
Senior Technical Paraplanner in Leeds employer: IDEX Consulting Ltd
Join a highly respected wealth management firm in the heart of Leeds, where your expertise as a Senior Technical Paraplanner will be valued in a collaborative and supportive environment. With a strong commitment to professional development and a client-first approach, you'll have the opportunity to work with high-quality clients on complex cases while progressing towards Chartered status. Enjoy a competitive salary and benefits package, all within a culture that prioritises diversity, equity, and inclusion.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Technical Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, attend industry events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Technical Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and financial planning strategies. We want you to shine when they ask about your experience with suitability reports and cashflow modelling!
✨Tip Number 3
Showcase your attention to detail! Bring examples of your previous work, like client reports or research projects, to demonstrate your skills. We believe that highlighting your ability to produce accurate and compliant documentation will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to support you in your job search, so take advantage of the resources we offer to help you land that dream job.
We think you need these skills to ace Senior Technical Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Technical Skills:Since we're after someone with strong technical knowledge, don't hold back! Detail your experience with pensions, investments, and financial planning in your application to demonstrate your expertise.
Be Clear and Concise:When writing your suitability reports or any other documents, clarity is key. We want to see that you can communicate complex concepts simply and effectively, so keep your language straightforward.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and financial planning. Be ready to discuss specific products and strategies, as well as how they align with client needs. This will show that you're not just familiar with the basics but can also dive deep into complex topics.
✨Showcase Your Report Writing Skills
Since you'll be preparing suitability reports, it’s crucial to demonstrate your report writing skills during the interview. Bring examples of past reports you've created and be prepared to explain your thought process. Highlight how you ensure compliance and accuracy in your work.
✨Be Organised and Proactive
The role requires managing multiple priorities, so showcase your organisational skills. Discuss how you prioritise tasks and manage deadlines effectively. You might even want to share a specific example of a time when you successfully juggled several projects at once.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client relationships and their expectations for the Senior Technical Paraplanner role. This shows your genuine interest in the position and helps you assess if the company culture aligns with your values.
