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- Tasks: Support financial advisers by researching products and writing detailed suitability reports.
- Company: Reputable investment management and financial planning firm in North Leeds.
- Benefits: Great salary, 30 days holiday, 9% pension, company bonus, and a supportive team.
- Other info: Dynamic environment with a strong focus on compliance and ethical standards.
- Why this job: Join a career-focused role with opportunities for personal development and impact on clients.
- Qualifications: Diploma in Financial Planning preferred; open to part-qualified candidates with report writing experience.
The predicted salary is between 30000 - 40000 £ per year.
My client is a well-reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to research new products and write detailed technical compliant suitability reports for clients.
Responsibilities
- Provide a highly technical service to our team of advisers to ensure clients have a positive professional experience.
- Provide report writing support, including the production of suitability reports for reviews and new business based on client needs.
- Assist the Paraplanning Manager in logging incoming projects and maintaining up-to-date report templates.
- Involve in reports primarily for High Net Worth/complex client situations.
- Assist with the provision of fully compliant, accurate, potentially complex reports, including analysis, detailed research of funds and providers, and product recommendations for presentation to clients.
- Assist with research for Asset Allocation on clients' existing portfolios, quantifying and analysing existing investments.
- Assist with obtaining valuations, quotations, and supporting application documentation.
- Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Manage own workload and provide updates to the line manager.
- Commit to continuous personal development and retain supporting records.
- Carry out any other duties as may reasonably be required.
Qualifications
- Ideally, a Diploma in Financial Planning / Level 4 qualified, with around 1-3 years of experience within a Paraplanning role, with solid experience in Report Writing and research methodologies.
- Consideration will be given to someone with limited Paraplanning experience who is part-qualified and looking to take their next step into a full Paraplanning role.
- A career-focused Paraplanner who isn’t looking to become an Adviser in the immediate future, as this is primarily a career Paraplanner position.
Benefits
- A great salary is offered for the right person, along with a strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS, and other benefits while working with a successful team!
Paraplanner / Trainee Paraplanner in England employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning and investment management sectors. Attend industry events or join online forums to connect with potential employers and learn about job openings that might not be advertised.
✨Tip Number 2
Showcase your skills! Create a portfolio of your report writing and research work. This will give you an edge when discussing your experience with hiring managers, especially for a role that requires technical expertise.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of compliance and ethical frameworks in financial planning. Be ready to discuss how you would handle complex client situations and demonstrate your commitment to continuous personal development.
✨Tip Number 4
Don’t forget to apply through our website! We have a range of opportunities that could be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people in our team.
We think you need these skills to ace Paraplanner / Trainee Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight any relevant experience, especially in report writing and financial planning. 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 passionate about becoming a Paraplanner and how your background makes you a great fit for our team. Keep it professional but let your personality show!
Showcase Your Technical Skills: Since this role involves a lot of technical work, be sure to mention any specific tools or methodologies you’re familiar with. We love candidates who can demonstrate their analytical skills and attention to detail!
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 our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around report writing and compliance. Familiarise yourself with the types of products and services the firm offers, as well as any recent changes in regulations that might affect their clients.
✨Showcase Your Skills
Prepare to discuss your experience with report writing and research methodologies. Bring examples of your previous work or be ready to talk through how you've tackled complex client situations in the past. This will demonstrate your capability and readiness for the role.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. Inquire about the team dynamics, the types of clients you'll be working with, and how the firm supports continuous personal development. This shows your genuine interest in the role and the company.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don't forget to let your personality shine through. The firm is looking for someone who can provide a positive experience for clients, so being personable and approachable can set you apart from other candidates.