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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 develop your career in a rewarding Paraplanning role.
- Qualifications: Diploma in Financial Planning or Level 4 qualified, with report writing experience.
- Other info: Ideal for those seeking a long-term career in Paraplanning, not immediate advisory roles.
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. Ideally, we would be 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 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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills in report writing and research methodologies. Show them you’re the perfect fit for their team!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It’s a simple way to express your appreciation and keep yourself fresh in their minds. We believe this small gesture can make a big difference in how they perceive you.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner / Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant qualifications, especially if you have a Diploma in Financial Planning or experience in report writing.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about becoming a Paraplanner. Share specific examples of your experience with research methodologies and how they relate to the role.
Showcase Your Attention to Detail: Since the role involves producing detailed technical reports, make sure your application is free from errors. This shows us that you can maintain high standards in your work.
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!
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 Research Skills
Be prepared to discuss your approach to research and analysis. Think of examples where you've successfully gathered and interpreted data to support financial decisions. This will demonstrate your ability to assist advisers effectively.
✨Practice Report Writing
Since report writing is a key part of the role, it’s a good idea to bring along a sample of your previous work or even create a mock suitability report. This will show your attention to detail and your understanding of what makes a compliant and effective report.
✨Ask Insightful Questions
Prepare some thoughtful questions about the team dynamics, the types of clients they work with, and how they measure success in the Paraplanning role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
