At a Glance
- Tasks: Deliver high-quality technical support to Financial Advisers through detailed research and reporting.
- Company: MacIntosh James & Partners, a bespoke wealth management firm in Leeds.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a client-focused, FCA regulated environment.
- Why this job: Join a dynamic team focused on helping clients achieve their financial goals.
- Qualifications: Strong knowledge of pensions and financial planning; working towards Advanced Diploma.
The predicted salary is between 40000 - 50000 € per year.
MacIntosh James & Partners, located in the financial centre of Leeds, specializes in delivering bespoke wealth management services to our clients. Our focus is on preserving and growing wealth to help our clients achieve their financial and life goals and objectives. With an excellent client service approach, we pride ourselves on developing tailored solutions that align with personal goals. We are dedicated to building and maintaining long-term client relationships.
The Senior Technical Paraplanner is responsible for delivering high-quality technical support to Financial Advisers through detailed research, suitability reporting, and financial planning analysis. The role requires experience in producing accurate and compliant client reports across pensions, investments, retirement planning, and wider financial planning solutions within agreed service standards.
Key responsibilities include:
- Preparing client suitability reports and portfolio reviews
- Responding to technical client and adviser queries
- Producing detailed cashflow models to support financial planning recommendations
- Conducting provider and product research
- Monitoring preferred provider panels
- Assisting with maintaining and updating technical tools, report templates, and standard advice documentation across all areas of advice
The candidate must have strong technical knowledge of pensions and financial planning, with experience working within FCA regulated environments and maintaining high compliance standards. Competence in Excel and experience using financial planning and back-office systems to support efficient case management and adviser delivery are essential.
Qualifications:
- Working towards Advanced Diploma and Chartered status
Core skills:
- Suitability report writing
- Pension and retirement planning
- Provider and product due diligence
- FCA compliance
- Excel and iOA
A detail-oriented and proactive paraplanner with the ability to communicate complex technical information clearly while supporting advisers in delivering strong client outcomes.
Senior Technical Paraplanner in Leeds employer: MacIntosh James & Partners
MacIntosh James & Partners is an exceptional employer located in the vibrant financial centre of Leeds, offering a dynamic work culture that prioritises employee development and collaboration. With a strong commitment to bespoke wealth management, we provide our team with opportunities for professional growth, including support for achieving Advanced Diploma and Chartered status. Our focus on maintaining long-term client relationships ensures that employees are engaged in meaningful work, contributing to both personal and client success in a supportive environment.
Contact Detail:
MacIntosh James & Partners Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Technical Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work with paraplanners. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best suitability reports and financial planning analyses. This will give potential employers a taste of what you can bring to the table.
✨Tip Number 3
Ace the interview by being ready to discuss real-life scenarios. Think about how you've tackled complex client queries or produced detailed cashflow models. We want to see your problem-solving skills in action!
✨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 Senior Technical Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in pensions and financial planning. We want to see how your skills align with our focus on bespoke wealth management services.
Showcase Your Technical Skills:Don’t forget to emphasise your technical knowledge and experience with FCA compliance. We’re looking for someone who can communicate complex information clearly, so give us examples of how you’ve done this in the past.
Be Detail-Oriented:Since the role involves producing accurate client reports and cashflow models, make sure your application reflects your attention to detail. A well-structured application will show us that you’re the right fit for maintaining high compliance standards.
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 during the process!
How to prepare for a job interview at MacIntosh James & Partners
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and financial planning. Familiarise yourself with the latest regulations and compliance standards set by the FCA, as this will show that you're serious about the role and understand the industry.
✨Tailor Your Examples
When discussing your experience, use specific examples that highlight your skills in suitability report writing and cashflow modelling. Relate your past work to the responsibilities listed in the job description, showing how you've successfully supported advisers in delivering client outcomes.
✨Showcase Your Tools
Be prepared to discuss the financial planning and back-office systems you've used. If you have experience with Excel or any specific tools mentioned in the job description, make sure to highlight this. Demonstrating your proficiency can set you apart from other candidates.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company’s approach to client relationships or how they maintain their preferred provider panels. This shows your interest in the role and helps you gauge if the company aligns with your career goals.
