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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 scheme, and more.
- Why this job: Join a successful team and make a real impact in financial planning.
- Qualifications: Diploma in Financial Planning or Level 4 qualified, with report writing experience.
- Other info: Ideal for career-focused individuals looking to grow in a Paraplanning role.
The predicted salary is between 24000 - 36000 £ 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.
The main purpose of the role is:
- To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience.
- To provide report writing support including the production of suitability reports for reviews and new business based on client needs.
- To assist the Paraplanning Manager to log incoming projects and maintain up-to-date report templates.
- The significant majority of reports you will be involved with will be for High Net Worth/complex client situations.
Your day-to-day responsibilities will include:
- Assist with the provision of fully compliant, accurate, potentially complex reports which will include 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 clients' 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 position and provide updates to line manager.
- Commit to continuous personal development and retain supporting records.
- To carry out any other duties as may reasonably be required.
Ideally, we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role.
We are seeking a career-focused Paraplanner, who isn’t looking to become an Adviser in the immediate future, as this is really a career Paraplanner position.
A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS, as well as other benefits and working with a great successful team.
Paraplanner / Trainee Paraplanner in Harrogate 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 Harrogate
✨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
Prepare for interviews by brushing up on your technical knowledge. Since you'll be dealing with complex client situations, make sure you can confidently discuss report writing and research methodologies. Practice common interview questions related to paraplanning to stand out.
✨Tip Number 3
Showcase your skills through a portfolio! If you've worked on any reports or projects, compile them into a portfolio to demonstrate your capabilities. This will give potential employers a tangible sense of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! We have a range of opportunities that align with your skills and aspirations. Plus, applying directly shows your enthusiasm and commitment to joining our fantastic team.
We think you need these skills to ace Paraplanner / Trainee Paraplanner in Harrogate
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 research methodologies. 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 the role and how your background makes you a great fit. Don’t forget to mention your commitment to continuous personal development.
Showcase Your Technical Skills: Since this role involves producing detailed technical reports, make sure to showcase any experience you have with compliance and report writing. We love seeing candidates who can demonstrate their analytical skills!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 explain how you've tackled complex client situations in the past. This will demonstrate your capability to handle the responsibilities of the role.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the team dynamics, the types of clients you'll be working with, and the firm's approach to compliance. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Emphasise Continuous Development
Highlight your commitment to personal development and staying updated in the financial planning field. Mention any courses or certifications you're pursuing or plan to pursue, as this aligns with the firm's values and shows you're serious about your career as a Paraplanner.
