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 work environment.
- Why this job: Join a growing team and make a real impact on high-value client cases.
- Qualifications: Experience as a Paraplanner with strong technical knowledge in finance.
The predicted salary is between 50000 - 65000 £ 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 - apply for more info
- 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.
Senior Technical Paraplanner | Hybrid Wealth Planning in Guiseley employer: mbf
Join a highly respected wealth management firm in 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 genuine opportunities for career progression and the chance to work alongside experienced professionals on complex cases. The firm values technical expertise and encourages continued learning, making it an excellent employer for ambitious individuals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Technical Paraplanner | Hybrid Wealth Planning in Guiseley
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage with others, the better your chances of hearing about opportunities that might not be advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of your technical expertise and how you've tackled complex cases. This is your moment to shine and show them why you're the perfect fit for their team.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to match their values and needs. Research the company beforehand and highlight how your skills align with their goals, especially in areas like financial planning and client management.
✨Apply Through Our Website
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 are proactive and genuinely interested in joining our team.
We think you need these skills to ace Senior Technical Paraplanner | Hybrid Wealth Planning in Guiseley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Technical Paraplanner role. Highlight your technical knowledge in pensions, investments, and tax planning, as well as any experience with HNW and UHNW clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a perfect fit for our team. Don’t forget to mention your commitment to continued learning and professional development.
Showcase Your Report Writing Skills:Since producing high-quality suitability reports is key in this role, consider including examples of your report writing in your application. This will demonstrate your analytical skills and attention to detail, which are crucial for success here at StudySmarter.
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. Plus, it shows you’re keen on joining our collaborative team!
How to prepare for a job interview at mbf
✨Know Your Technical Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. Be ready to discuss complex cases you've worked on and how you approached them. This will show that you’re not just familiar with the basics but can handle the sophisticated financial planning this role demands.
✨Prepare for Scenario Questions
Expect to be asked about specific scenarios involving high net worth clients. Think of examples where you’ve produced suitability reports or tackled complex pension scenarios. Practising these responses will help you articulate your thought process clearly during the interview.
✨Show Your Collaborative Spirit
This firm values teamwork, so be prepared to discuss how you’ve worked with others in the past. Share examples of how you’ve supported advisers or mentored junior team members. Highlighting your collaborative approach will resonate well with their culture.
✨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 or how they support their paraplanners in achieving Chartered status. This shows your genuine interest in the role and commitment to growth within the company.
