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- Tasks: Support financial planners by conducting research and preparing financial plans for clients.
- Company: A growing financial planning firm offering a hybrid working environment.
- Benefits: Competitive salary, flexible working, and excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 diploma and 3+ years of paraplanning experience required.
- Other info: Work just 2 days a week in the office with a supportive team.
The predicted salary is between 42000 - 60000 £ per year.
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offers hybrid working and a superb working environment with fantastic career opportunities. The office is based in Leeds and would only require 2 days per week in the office.
The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to:
- To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate.
- Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Conduct fund research.
- Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
- Preparation of fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sources.
- Liaise with Product Providers / Third Parties regarding any technical queries.
The ideal candidate will:
- Level 4 diploma qualified
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of the role.
Paraplanner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already working as Paraplanners. They can provide insights and might even know about job openings that aren't advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss the financial planning process confidently and demonstrate your understanding of investment funds and products. We want you to shine!
✨Tip Number 3
Showcase your interpersonal skills during interviews. Remember, it's not just about what you know, but how you communicate it. Practice explaining complex concepts in simple terms – this will impress potential employers!
✨Tip Number 4
Don't forget to apply through our website! We have a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 diploma and relevant experience, especially those 3+ years in the field. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the job description and show us your passion for financial planning.
Show Off Your Communication Skills: Since strong interpersonal skills are key, make sure your written application reflects this. Keep your language clear and concise, and don’t forget to proofread for any errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the processes and products you'll be dealing with. Familiarise yourself with common investment funds and financial products, as well as the latest trends in the industry. This will help you answer technical questions confidently.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience as a Paraplanner. Think about times when you supported financial planners or conducted fund research. Being able to articulate your contributions will demonstrate your value to the team.
✨Practice Your Communication Skills
Since strong interpersonal skills are key for this role, practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable with articulating your thoughts clearly and concisely.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client objectives or how they support their Paraplanners in their professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
