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- Tasks: Support Financial Advisors with research, analysis, and report writing for clients.
- Company: Join a friendly, independent financial services firm in South Leicester.
- Benefits: Enjoy a salary up to £35,000, remote work options, and modern office perks.
- Why this job: Be part of a passionate team dedicated to helping clients achieve their financial goals.
- Qualifications: Experience in paraplanning and working towards Level 4 Diploma in Financial Planning required.
- Other info: Flexible working hours and regular team events to foster a fun workplace culture.
The predicted salary is between 21000 - 35000 £ per year.
This Paraplanner job in South Leicester provides the opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertakes cash flow modelling; therefore, individuals with experience or desire to undertake this would be beneficial.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long-serving members who enjoy being part of the business.
Paraplanner Requirements
- You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis.
- You should have a good technical understanding of investment, retirement and pension products in relation to financial planning.
- You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent.
- You should have an organised approach to your work and be able to handle multiple cases simultaneously.
- You should be confident working independently and within a team.
Paraplanner Benefits
- Salary of up to £35,000 depending on experience.
- Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities.
- Up to 2 days from home, after completion of probation.
- 25 days holiday plus bank holidays.
- 37.5 hours per week, Monday to Friday.
- Working within a business that is passionate about helping their clients.
- Regular paid team events throughout the year to get involved in.
Locations
South Leicester
Paraplanner in Leicester employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leicester
✨Tip Number 1
Familiarise yourself with the specific financial products and services that the firm offers. Understanding their approach to financial planning will help you demonstrate your knowledge during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners or financial advisors. This can provide you with insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Brush up on your report writing skills, as this is a key part of the paraplanner role. Consider creating sample reports based on hypothetical cases to showcase your ability to analyse and present financial information clearly.
✨Tip Number 4
Prepare to discuss your experience with cash flow modelling, as this is highlighted in the job description. If you have not worked with it before, consider taking an online course to gain a basic understanding, which will show your eagerness to learn.
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning duties, particularly in creating suitability reports and conducting fund performance analysis. Use specific examples to demonstrate your technical understanding of investment and pension products.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your Level 4 Diploma in Financial Planning or your progress towards it, and explain how your skills align with the responsibilities of the Paraplanner position.
Showcase Your Organisational Skills: Provide examples in your application that illustrate your ability to manage multiple cases simultaneously. Highlight any tools or methods you use to stay organised and meet deadlines.
Research the Company Culture: Familiarise yourself with the company's values and team dynamics. Mention in your application how you would contribute to their supportive environment and your interest in participating in team events.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous paraplanning roles in detail. Highlight specific examples of bespoke suitability reports you've created and any complex cases you've managed. This will demonstrate your technical understanding and ability to handle the responsibilities of the role.
✨Understand Financial Products
Brush up on your knowledge of investment, retirement, and pension products. The interviewers will likely ask questions to assess your technical understanding, so being well-versed in these areas will give you an edge.
✨Demonstrate Organisational Skills
Since the role requires managing multiple cases simultaneously, be ready to share how you prioritise tasks and manage your workload. Discuss any tools or methods you use to stay organised and meet deadlines.
✨Emphasise Teamwork and Independence
The company values both independent work and collaboration within a team. Prepare examples that showcase your ability to work autonomously while also contributing positively to a team environment.
