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- Tasks: Prepare complex reports and support Financial Planners in delivering tailored advice.
- Company: Leading Wealth Management organisation offering flexibility and remote work options.
- Benefits: Competitive salary, annual bonus, excellent pension, private medical insurance, and generous holiday allowance.
- Other info: Full training provided with support for further qualifications and career progression.
- Why this job: Join a respected firm with opportunities for growth and professional development.
- Qualifications: Experience in Wealth Management and a Diploma in Financial Planning required.
The predicted salary is between 43200 - 62400 £ per year.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognises the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. They have offices across the UK so you will be able to go into your local office once a month for team meetings.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.
Responsibilities will include:
- Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions.
- Carry out any necessary technical research.
- Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times.
- Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome.
- Work with the financial planner to ensure the correct client outcome is achieved.
- Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc.
- Support the financial planner with technology.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum; those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and has an excellent benefits package.
You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
The package details:
- Salary to £52,000
- Annual discretionary bonus
- Excellent Pension
- Group Life Assurance
- Group Income Protection
- Private Medical Insurance
- Employee Assistance Programme
- Generous Holiday Allowance
- Flexible Benefits Package
This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
Paraplanner in Leeds employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss complex suitability reports and KYC information. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Don’t forget to showcase your soft skills! Being a great communicator and team player is just as important as your technical abilities. Be ready to share examples of how you've collaborated with Financial Planners and Administrators in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team and help us grow in the Wealth Management space.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in Wealth Management and any relevant qualifications, like the Diploma in Financial Planning. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since the role involves preparing complex suitability reports and conducting technical research, make sure to showcase your technical skills in your application. We want to know how you can support our Financial Planners effectively!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and financial products. Be ready to discuss complex suitability reports and demonstrate your understanding of KYC requirements. This will show that you're not just familiar with the basics, but that you can handle the intricacies of the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully supported financial planners or managed client information. Highlight any instances where you’ve had to challenge or prompt planners for additional information, as this reflects your proactive approach and attention to detail.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the company’s approach to flexibility and remote work. Inquire about their training and development opportunities, especially regarding further qualifications. This shows that you’re genuinely interested in growing with the organisation.
✨Be Personable
Remember, interviews are as much about fit as they are about skills. Be friendly and approachable, and try to build rapport with your interviewers. Share a bit about yourself and your career aspirations, as this can help them see how you’d fit into their team culture.