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- Tasks: Support Financial Advisers by producing reports, conducting research, and managing client communications.
- Company: Dynamic financial advisory firm based in Leeds with a supportive team.
- Benefits: Competitive salary and flexible hybrid working after training.
- Why this job: Gain valuable experience in finance while making a real difference for clients.
- Qualifications: 1-3 years of relevant experience and pursuing Financial Planning qualifications.
- Other info: Great opportunity for career growth in a thriving industry.
The predicted salary is between 30000 - 42000 £ per year.
A financial advisory firm is seeking a hybrid Paraplanner / Administrator to support Financial Advisers in Leeds. The role involves producing suitability reports, conducting investment research, and managing client communications.
Ideal candidates should have 1-3 years of relevant experience and be pursuing qualifications in Financial Planning. This position offers a competitive salary and a hybrid working arrangement after initial training.
Hybrid Paraplanner & Admin — Reports, Research & Client Support in Leeds employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner & Admin — Reports, Research & Client Support in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of suitability reports and investment research. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your skills! If you’ve got experience in client communications or financial planning, make sure to highlight that during interviews. We want to see how you can add value to the team!
✨Tip Number 4
Don’t forget to 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 Hybrid Paraplanner & Admin — Reports, Research & Client Support in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
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 perfect fit. We love seeing personality, so let your enthusiasm come through!
Showcase Your Research Skills: Since the role involves conducting investment research, mention any relevant projects or experiences where you’ve demonstrated these skills. We’re looking for candidates who can think critically and provide valuable insights.
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 Search & Select Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around suitability reports and investment research. Familiarise yourself with the latest trends in financial planning and be ready to discuss how you can apply this knowledge to support Financial Advisers.
✨Showcase Your Communication Skills
Since managing client communications is key in this role, prepare examples of how you've effectively communicated complex information in the past. Think about times when you’ve had to explain financial concepts to clients or colleagues who may not have a financial background.
✨Demonstrate Your Organisational Skills
As a Paraplanner/Admin, you'll need to juggle multiple tasks. Be ready to share specific examples of how you've managed your time and prioritised tasks in previous roles. Highlight any tools or systems you use to stay organised, as this will show you're prepared for the hybrid working arrangement.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and how they support their advisers. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values and career goals.
