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- Tasks: Join our team to support Financial Advisers with reports, research, and client communication.
- Company: We're a leading independent IFA firm in North Leeds, dedicated to sound financial planning.
- Benefits: Enjoy a competitive salary, annual bonus, pension scheme, and 25 days holiday plus bank holidays.
- Why this job: Gain valuable experience in finance while enjoying a hybrid work model and supportive team culture.
- Qualifications: 1-3 years in an administrative role in finance; studying for a Diploma in Financial Planning is a plus.
- Other info: Work from home 2 days a week after proving your skills!
The predicted salary is between 28000 - 32000 £ per year.
My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and businesses with sound Financial Planning services and advice.
We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with:
- Producing suitability reports for new business and writing client review letters using in-house templates
- Investment and product research
- Putting together client review packs
- Processing new business
- Investment switches/withdrawals/top ups etc
- Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc
- Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows
- Diary management, LOA’s etc
- Dealing with clients by email and telephone
Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.
We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years. Ideally, you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already; however, if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm.
Benefits:
- Salary of £28,000-£32,000 p.a. dependent on experience
- Annual bonus
- Pension scheme, Death in Service and Private Medical Insurance
- 25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed)
Paraplanner / Administrator employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Administrator
✨Tip Number 1
Familiarise yourself with the specific software and platforms mentioned in the job description, such as Intelliflo and Dynamic Planner. Having hands-on experience or even a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work as Paraplanners or Administrators. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on current trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your proactive approach to professional development.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle client communications and report writing. Being able to articulate your thought process and approach to these tasks will showcase your suitability for the role.
We think you need these skills to ace Paraplanner / Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles within the financial advisory sector. Emphasise any specific software you have used, such as Intelliflo or Dynamic Planner, and mention your progress towards a Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with producing suitability reports and client communications, and express your enthusiasm for supporting Financial Advisers.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, organisational abilities, and proficiency in managing client relationships via email and telephone.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential in the financial sector.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Products
Familiarise yourself with the financial products and services mentioned in the job description, such as M&G, Fidelity, and Standard Life. Being able to discuss these confidently will show your understanding of the industry and impress the interviewers.
✨Demonstrate Your Administrative Skills
Prepare examples of your previous administrative experience, particularly in a financial advisory context. Highlight your ability to produce reports, manage diaries, and handle client communications effectively.
✨Showcase Your Research Abilities
Be ready to discuss how you approach investment and product research. You might be asked about your process for gathering information or how you ensure accuracy in your reports, so think of specific instances where you've excelled in this area.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This could include inquiries about the team dynamics, the tools they use, or opportunities for professional development. It shows your genuine interest in the position and helps you assess if it's the right fit for you.
