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- Tasks: As a Paraplanner, you'll support Financial Planners with research and documentation for bespoke financial solutions.
- Company: Join a respected Independent Financial Advice firm in Leeds known for its client-centric approach.
- Benefits: Enjoy a competitive salary, hybrid working options, and full support for further qualifications.
- Why this job: Be part of a collaborative team culture in a highly regarded firm with strong values.
- Qualifications: Minimum 2 years of paraplanning experience and Level 4 Diploma (or working towards it) required.
- Other info: This role offers the chance to grow your career in a quality-driven environment.
The predicted salary is between 28000 - 35000 £ per year.
Are you a detail-driven Paraplanner with a passion for high-quality financial planning? NJR Recruitment is proud to be working in partnership with a respected Independent Financial Advice firm in Leeds who are looking to welcome an experienced Paraplanner to their growing team. This is a fantastic opportunity to join a forward-thinking and client-centric business where your technical knowledge and attention to detail will directly contribute to delivering exceptional advice.
What’s on Offer:
- Competitive salary up to £42,000 depending on experience
- Full support with further qualifications and ongoing development
- Hybrid/flexible working potential
- A collaborative and welcoming team culture
- The chance to join a highly regarded firm with strong values and high retention
The Role:
As a Paraplanner, you’ll work closely with a team of experienced Financial Planners, providing technical support and helping deliver bespoke financial planning solutions across pensions, investments, protection and IHT planning.
Key Responsibilities:
- Preparing suitability reports across a range of advice areas
- Conducting in-depth research and analysis to support client recommendations
- Supporting the client review process with accurate documentation
- Liaising with product providers and internal teams to ensure smooth case progression
- Ensuring advice is compliant and aligned with FCA regulations
The Ideal Candidate Will Have:
- Minimum 2 years of paraplanning experience in an IFA environment
- Level 4 Diploma qualified (or working towards)
- Strong technical knowledge of pensions, investments, and tax planning
- High attention to detail and confident in writing compliant suitability reports
- A proactive, team-oriented approach
If you’re looking to take the next step in your paraplanning career and be part of a quality-driven IFA firm in Leeds, we’d love to hear from you. Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15690.
PARAPLANNER employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PARAPLANNER
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Financial Planners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at the firm you're interested in.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and compliance requirements. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to maintaining high standards in financial advice during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your past paraplanning experiences, particularly how you've contributed to client outcomes through detailed research and report writing. This will showcase your technical knowledge and attention to detail, which are crucial for the role.
✨Tip Number 4
Research the firm’s values and recent achievements. Tailoring your conversation to align with their mission and demonstrating your enthusiasm for their client-centric approach can set you apart from other candidates.
We think you need these skills to ace PARAPLANNER
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially in an IFA environment. Emphasise your Level 4 Diploma and any relevant qualifications, as well as your technical knowledge of pensions, investments, and tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your attention to detail. Mention specific examples of how you've contributed to client success in previous roles and express your enthusiasm for joining a client-centric firm.
Highlight Relevant Skills: In your application, clearly outline your skills related to preparing suitability reports, conducting research, and ensuring compliance with FCA regulations. Use bullet points for clarity and impact.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Technical Knowledge
As a Paraplanner, your technical expertise is crucial. Be prepared to discuss your understanding of pensions, investments, and tax planning in detail. Highlight any specific experiences where you successfully applied this knowledge.
✨Prepare for Compliance Questions
Since compliance is a key aspect of the role, anticipate questions related to FCA regulations. Familiarise yourself with relevant guidelines and be ready to explain how you ensure that advice remains compliant in your previous roles.
✨Demonstrate Attention to Detail
Attention to detail is vital for a Paraplanner. Bring examples of how your meticulous nature has positively impacted your work, such as producing accurate suitability reports or conducting thorough research.
✨Emphasise Team Collaboration
This role involves working closely with Financial Planners and other team members. Share examples of how you've successfully collaborated in the past, showcasing your proactive and team-oriented approach.
