At a Glance
- Tasks: Support Financial Planners by conducting research and producing compliant Financial Planning Reports.
- Company: Join a friendly and professional team at Perspective in Oulton, Leeds.
- Benefits: Enjoy competitive salary, 25 days holiday, and unique perks like an Electric Vehicle Scheme.
- Other info: Dynamic workplace with opportunities for learning and development.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Motivated individuals with a passion for client service and financial planning.
The predicted salary is between 30000 - 40000 £ per year.
We have a fantastic vacancy for a Paraplanner to join our Oulton Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
The successful candidate will need to be motivated, friendly and professional at all times.
Office: Perspective (BLM)
Location: Oulton, Leeds
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependent on experience and qualifications. Available upon request.
Background Checks: Any offer of employment is subject to satisfactory criminal record background checks.
Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.
- Electric Vehicle Scheme: Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.
- Cycle to Work Scheme: Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.
- Eyecare Support: Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.
- Holiday Purchase Scheme: Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.
- Long Service Awards: Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.
- Extra Discount Cards: Extra Discount Cards give employees an easy way to make everyday spending go further.
- Family Friendly Policy: Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.
Perspective plus – Shaped around you: We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.
- 25 days holiday
- Pension
- Enhanced Parental Pay
- Life Assurance
- Learning & Development
- Employee Referral Scheme
Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.
Paraplanner in Leeds employer: Perspective Financial Group Ltd
Perspective (North East) Ltd is an exceptional employer, offering a supportive and dynamic work environment in Oulton, Leeds. With a strong focus on employee well-being, we provide a range of benefits including extra paid leave for birthdays, an Electric Vehicle Scheme, and opportunities for professional development. Our family-friendly policies and commitment to recognising long service ensure that our employees feel valued and empowered to grow both personally and professionally.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
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 Perspective Financial Group Ltd. 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 Perspective Financial Group Ltd.
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 Perspective Financial Group Ltd'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 Perspective Financial Group Ltd
✨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 Perspective Financial Group Ltd.
✨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 Perspective Financial Group Ltd 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 Perspective Financial Group Ltd 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.
