At a Glance
- Tasks: Join a team to support Financial Advisers with reports, research, and client communication.
- Company: A leading independent IFA firm in North Leeds, dedicated to sound financial planning.
- Benefits: Enjoy a competitive salary, annual bonus, pension scheme, and 25 days holiday plus bank holidays.
- Other info: Work from home 2 days a week after proving your skills.
- Why this job: Gain valuable experience in finance while working in a supportive, hybrid environment with growth opportunities.
- Qualifications: 1-3 years in an administrative role; studying towards a Diploma in Financial Planning is preferred.
The predicted salary is between 24000 - 32000 € per year.
My client is a fully independent whole of market IFA firm based in the North Leeds area, providing locally based individuals, HNW clients, and businesses with sound Financial Planning services and advice.
Position
We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with:
- Producing suitability reports for new business and writing client review letters using in-house templates
- Investment and product research
- Putting together client review packs
- Processing new business
- Investment switches/withdrawals/top ups etc
- Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc
- Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows
- Diary management, LOA’s etc
- Dealing with clients by email and telephone
Initially, this role will be 100% office-based, however, once assessed and competent, the successful individual will be allowed to work from home 2 days a week.
We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however, if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm.
Benefits
- Salary of £28,000-£32,000 p.a. dependent on experience
- Annual bonus
- Pension scheme, Death in Service, and Private Medical Insurance
- 25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed)
Application Details
Closing Date: 30th April
Paraplanner / Administrator in Leeds employer: Lime Search & Select Ltd
Join a dynamic and supportive team at our independent IFA firm in North Leeds, where we prioritise employee growth and development. With a hybrid working model, competitive salary, and comprehensive benefits including a pension scheme and private medical insurance, we foster a collaborative work culture that values your contributions and encourages professional advancement in the financial planning sector.
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Administrator in Leeds
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo and Dynamic Planner. Having hands-on experience or even just a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work in Leeds. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss your experience with producing suitability reports and client communications. Be ready to share examples of how you've effectively managed client relationships in previous roles.
✨Tip Number 4
Show your commitment to professional development by mentioning any relevant courses or qualifications you're pursuing. This demonstrates your dedication to the field and aligns with the company's preference for candidates studying towards a Diploma in Financial Planning.
We think you need these skills to ace Paraplanner / Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in administrative roles within the financial advisory sector. Emphasise any specific software you have used, such as Intelliflo or Dynamic Planner, to show you are familiar with the tools they use.
Craft a Compelling Application Statement:In your application statement, clearly articulate why you want to work as a Paraplanner/Administrator. Mention your interest in financial planning and how your background aligns with the responsibilities outlined in the job description.
Showcase Your Qualifications:If you are studying towards a Diploma in Financial Planning, mention this in your application. Highlight any exams you have completed to demonstrate your commitment to the field and your readiness to grow within the role.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Lime Search & Select Ltd
✨Know Your Financial Products
Familiarise yourself with the financial products and services mentioned in the job description, such as M&G, Fidelity, and Standard Life. Being able to discuss these confidently will show your understanding of the industry.
✨Demonstrate Your Administrative Skills
Prepare examples of your previous administrative experience, especially in a financial advisory context. Highlight your proficiency with software like Intelliflo and Dynamic Planner, as well as your ability to manage diaries and client communications.
✨Showcase Your Research Abilities
Be ready to discuss how you approach investment and product research. You might be asked about your methods for compiling suitability reports or client review packs, so having a structured process in mind will impress your interviewers.
✨Express Your Commitment to Learning
Since the role involves studying towards a Diploma in Financial Planning, express your enthusiasm for professional development. Mention any relevant exams you've completed or your plans to pursue further qualifications, demonstrating your commitment to the field.
