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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: Start office-based, then enjoy remote work flexibility 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, LOAs 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 in Leeds 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 in Leeds
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo and Dynamic Planner. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work in Leeds. Attend local finance events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Brush up on your knowledge of investment products and financial planning principles. Being able to discuss recent trends or changes in the market during your interview will demonstrate your passion and commitment to the role.
✨Tip Number 4
Prepare to showcase your organisational skills, as diary management and processing new business are key aspects of the role. Think of examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
We think you need these skills to ace Paraplanner / Administrator in Leeds
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 working in a hybrid environment.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, communication skills, and proficiency in using various financial software. Provide examples of how you've successfully used these skills in previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter 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
Make sure you have a solid understanding of the financial products and services relevant to the role. Familiarise yourself with terms like suitability reports, investment switches, and the software mentioned in the job description. This will show your potential employer that you're prepared and knowledgeable.
✨Demonstrate Your Administrative Skills
Since the role involves a lot of administrative tasks, be ready to discuss your previous experience in similar positions. Highlight your organisational skills, attention to detail, and any specific software you've used, such as Intelliflo or Dynamic Planner.
✨Prepare for Client Interaction Scenarios
You’ll be dealing with clients via email and phone, so think about how you would handle various client scenarios. Be prepared to demonstrate your communication skills and how you would manage client expectations effectively.
✨Show Your Willingness to Learn
If you’re still studying towards your Diploma in Financial Planning, make sure to express your enthusiasm for continuing your education. Discuss any exams you've completed and your plans for future studies, as this shows commitment to your professional development.
