At a Glance
- 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.
- Other info: Ideal for those focused on a long-term Paraplanning career, not immediate adviser roles.
- 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.
The predicted salary is between 38250 - 46750 £ 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 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 will be for High Net Worth/complex client situations.
Your day-to-day responsibilities will include:
- Assisting 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.
- Assisting with research for Asset Allocation on clients' existing portfolios, quantifying and analysing clients' existing investments.
- Assisting with obtaining valuations, quotations, and supporting application documentation.
- Providing all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Managing own workload position and providing updates to the line manager.
- Committing to continuous personal development and retaining supporting records.
- Carrying out any other duties as may reasonably be required.
Ideally, we are seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years of experience within a Paraplanning role, with solid experience in Report Writing and 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 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 York employer: Lime Professional Services
Join a dynamic and passionate team at our Independent Chartered Financial Advisory firm in Newcastle, where we prioritise employee growth and well-being. With a flexible working environment, competitive salary, and comprehensive benefits including full sponsorship for financial qualifications, we empower our Paraplanners to excel in their careers while enjoying a supportive work culture that values collaboration and excellence.
Contact Details:
Lime Professional Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Trainee Paraplanner in York
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Lime Professional Services actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Lime Professional Services. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Lime Professional Services, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Paraplanner / Trainee Paraplanner in York
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Lime Professional Services can help you grow your skills and knowledge in the field.
Tailor Your Application to Lime Professional Services:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Lime Professional Services. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Lime Professional Services
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Lime Professional Services.
