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- Tasks: Support Financial Advisers by researching products and writing detailed reports.
- Company: Reputable Investment Management firm in North Leeds with a positive team culture.
- Benefits: 30 days holiday, 9% pension, and company bonuses for a rewarding experience.
- Why this job: Kickstart your career in finance with opportunities for growth and development.
- Qualifications: Diploma in Financial Planning and 1-3 years of paraplanning experience required.
- Other info: Join a dynamic team focused on professional development and success.
The predicted salary is between 36000 - 60000 £ per year.
A reputable Investment Management firm in North Leeds seeks a Paraplanner / Trainee Paraplanner to support Financial Advisers by researching new products and writing detailed suitability reports for clients.
Ideal candidates should have a Diploma in Financial Planning and 1-3 years of paraplanning experience, focusing on career development in this role.
A strong benefits package includes:
- 30 days holiday
- 9% pension
- company bonuses
Promoting a positive team environment.
Paraplanner - Complex Reports & High Net Worth Research employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Complex Reports & High Net Worth Research
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment management field on LinkedIn or at local events. We can’t stress enough how personal connections can lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and knowledge.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous reports or research during interviews. We want to see how you can add value to the team, so don’t hold back!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner - Complex Reports & High Net Worth Research
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning and financial planning. We want to see how your skills align with the role, so don’t be shy about showcasing your Diploma and any specific projects you've worked on.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. We love seeing enthusiasm and a clear understanding of what we do.
Showcase Your Research Skills: Since the role involves researching new products, include examples of how you've successfully conducted research in the past. We’re looking for 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 complex reports and high net worth research. Familiarise yourself with the latest products in the market and be ready to discuss how they can benefit clients.
✨Showcase Your Experience
Prepare to talk about your previous paraplanning experience. Highlight specific examples where you've successfully supported Financial Advisers or written detailed suitability reports. This will demonstrate your capability and readiness for the role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to investment management and how they support career development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Emphasise Team Spirit
Since the firm promotes a positive team environment, be sure to express your enthusiasm for collaboration. Share examples of how you've worked effectively in teams before, as this will resonate well with their company culture.
