At a Glance
- Tasks: Support Financial Planners with analysis and technical queries while delivering outstanding client service.
- Company: Join Redmayne Bentley, a respected firm with 150 years of heritage and a focus on growth.
- Benefits: Competitive salary, professional development support, and a caring work environment.
- Other info: Opportunities for career advancement and industry qualifications available.
- Why this job: Make a real impact in a close-knit team and grow your career in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and 3+ years of Paraplanner experience required.
It’s an exciting time to join Redmayne Bentley. After recently celebrating our 150th year in business, we are entering the next stage of our firm‑wide strategy — building on our strong heritage while continuing to evolve, improve and invest in the future. Our Financial Planning team is looking for an experienced Paraplanner to add their knowledge and skills to the mix as we grow our client base and handle more complex technical queries. Your experience will be vital in ensuring that we are always providing the outstanding client service Redmayne Bentley is renowned for, as well as helping to support our Financial Planners with detailed analysis and technical support. This is a role where someone with experience and a great team ethic can thrive and make a noticeable impact to our aims and mission. Within our close-knit firm, you will not be a small cog in a much larger wheel – you will be valued, appreciated, and respected for your skills as well as rewarded by a firm that truly cares about its colleagues and their wellbeing.
What we’re looking for
- Qualifications, Experience & Knowledge
- Holds at least the Level 4 Diploma in Financial Planning.
- At least 3 years of work experience at Paraplanner level or higher.
- Strong technical knowledge and proficiency across all areas of Financial Planning.
- Experience using financial services tools (such as Intelligent Office, Voyant, FE Analytics).
- Good awareness of all relevant rules and regulations, including Consumer Duty.
- Skills & Behaviours
- Adaptable and Resourceful – can apply sound judgement and initiative to solve problems and react to changing circumstances.
- Client Focused – consistently keeps client outcomes at the heart of decision making.
- Collaborative Team Player – enjoys working as part of a team with a willingness to share knowledge and ideas with colleagues to support future development of the department.
- Confident IT and System User – able to quickly learn and use bespoke systems.
- Critical Thinker – consistently able to analyse financial and technical information and generate valuable insights.
- Detail-Oriented - maintains highest standards of accuracy.
- Organised & Reliable - able to manage and prioritise your own workload in an efficient manner.
- Professional Communication Skills – able to communicate in a professional manner (both verbally and written) and adapt approach based on the audience.
- Resilient – Able to work effectively during peaks of heavy workload and continue to meet deadlines.
What does the future look like?
Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex client queries and tasks. Redmayne Bentley provides support for colleagues to achieve industry standard Investments and Financial Planning qualifications, if that is something they wish to do. Redmayne Bentley has a storied history of colleagues who have chosen to stay and build long and varied careers with us, due to our commitment to personal and professional development.
Paraplanner in Leeds employer: NETWORX
Join a prestigious Employment team in Hull, where you will thrive in a collaborative and supportive environment that values high-quality work and strong client relationships. As a Senior Associate, you will have the opportunity to manage a diverse caseload while benefiting from professional development and mentorship from experienced colleagues. Our commitment to employee growth and a positive work culture makes us an exceptional employer for those seeking meaningful and rewarding legal careers.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NETWORX. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NETWORX.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NETWORX's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NETWORX
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NETWORX.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NETWORX will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NETWORX employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
