At a Glance
- Tasks: Support financial planners with complex cases and produce high-quality reports.
- Company: Respected wealth management firm in Leeds with a collaborative culture.
- Benefits: Negotiable salary, hybrid working, private medical insurance, and study support.
- Other info: Genuine career progression opportunities and a supportive environment.
- Why this job: Join a growing team and work on rewarding financial planning projects.
- Qualifications: Experience as a Paraplanner with strong technical knowledge in finance.
The predicted salary is between 40000 - 60000 € per year.
An established and highly respected wealth management firm in Leeds city centre is seeking an experienced Senior Technical Paraplanner to join its growing team. With more than 21 years of success, the business has built a reputation for providing sophisticated financial planning and investment advice to high net worth and ultra high net worth clients. Managing in excess of £1Bn of client assets, the firm operates with a close knit and highly experienced team of 22 staff, offering a collaborative and professional environment with genuine long term career opportunities.
The business has experienced significant growth following the progression of two existing Paraplanners into client facing advisory roles, creating an excellent opportunity for an ambitious and technically strong individual to join the team. This is a role suited to someone who enjoys working on complex financial planning cases and wants to be part of a firm that genuinely values technical expertise, continued learning, and professional development.
The Role
- You will work closely with experienced Financial Planners and the wider technical team, supporting a sophisticated client base with detailed and often highly technical financial planning work.
- Typical responsibilities will include:
- Producing high quality suitability reports and technical recommendations
- Conducting detailed research across pensions, investments, tax planning and protection
- Supporting advisers with complex cases involving HNW and UHNW clients
- Working on technical areas such as QROPS, SSAS arrangements, estate planning and complex pension scenarios
- Liaising with providers and internal teams to progress business efficiently
- Assisting in mentoring and supporting junior members of the Paraplanning team
- Potentially taking on team leadership responsibilities including workflow management and technical oversight
About You
The company is keen to speak with experienced Paraplanners who possess strong technical knowledge and a genuine passion for financial planning. The ideal candidate will have:
- Previous experience as a Paraplanner within an IFA or wealth management environment
- Strong technical knowledge across pensions, investments and tax planning
- Experience working with complex and high value client cases
- Excellent report writing and analytical skills
- Strong attention to detail and organisational abilities
- A professional and collaborative approach
- Chartered status is highly desirable, however individuals who are progressing towards Chartered and can demonstrate strong technical capability will also be considered.
The business actively encourages further study and professional development.
Career Progression
This opportunity offers genuine flexibility around long term career direction. Potential future pathways could include:
- Senior Technical Specialist
- Team Leader or Management responsibilities within the Paraplanning function
- Transition into a client facing advisory role in the future
Package and Benefits
- Salary completely negotiable depending on experience and technical capability
- Hybrid working available following probation, with up to 2 days working from home per week
- Flexible working hours with an emphasis on consistency and work life balance
- Death in Service cover of 4x salary
- Private medical insurance
- Full study support and encouragement towards Chartered status
- Generous annual discretionary bonus
- 5% employer pension contribution
- Regular staff social events and team activities
- Annual salary reviews
- Long term career progression opportunities within a stable and growing business
- Opportunity to work alongside highly experienced professionals on complex and rewarding cases
This is an excellent opportunity to join a highly regarded firm with a strong reputation, impressive client base, and a genuine commitment to developing and progressing its people.
Technical Paraplanner in Bradford employer: mbf
Join a highly respected wealth management firm in the heart of Leeds City Centre, where you will be part of a close-knit team dedicated to providing sophisticated financial planning to high net worth clients. With a strong emphasis on professional development, flexible working arrangements, and a collaborative culture, this role offers not only competitive remuneration but also genuine opportunities for career progression and personal growth within a thriving business.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Bradford
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join 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 that can help you land that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical expertise and experience with complex financial planning cases. We want to see how you can bring value to the team, so don’t hold back on showcasing your achievements!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and be ready to discuss how your skills align with their needs. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the role! We’re always on the lookout for passionate individuals who are eager to grow and develop within our team. Let’s make it happen together!
We think you need these skills to ace Technical Paraplanner in Bradford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Technical Paraplanner role. Highlight your technical knowledge in pensions, investments, and tax planning to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your experience aligns with our values. Be genuine and let your personality come through.
Showcase Your Technical Skills:In your application, don’t shy away from detailing your experience with complex cases and technical areas like QROPS and estate planning. We want to see your analytical skills and attention to detail in action!
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’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at mbf
✨Know Your Technical Stuff
As a Senior Technical Paraplanner, you'll need to showcase your strong technical knowledge across pensions, investments, and tax planning. Brush up on complex financial scenarios like QROPS and SSAS arrangements, and be ready to discuss how you've handled similar cases in the past.
✨Prepare for Case Studies
Expect to tackle detailed case studies during your interview. Practice producing high-quality suitability reports and technical recommendations based on hypothetical client situations. This will demonstrate your analytical skills and attention to detail, which are crucial for the role.
✨Show Your Collaborative Spirit
This firm values a professional and collaborative approach. Be prepared to discuss how you've worked with Financial Planners and other team members in the past. Highlight any mentoring experiences you have, as they may be looking for someone who can support junior team members.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's approach to professional development and how they support their staff in achieving Chartered status. This shows your genuine interest in growing with the company and aligns with their commitment to continued learning.
