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- Tasks: Support Financial Advisors with research, analysis, and report writing for clients.
- Company: Join a friendly local Financial Services firm with a supportive team culture.
- Benefits: Earn up to £40,000, enjoy flexible working, and 25 days holiday.
- Other info: Modern offices with gym facilities and regular team events for a fun work environment.
- Why this job: Make a real difference in clients' financial planning while growing your career.
- Qualifications: Experience in paraplanning or a desire to learn; Level 4 Diploma in Financial Planning preferred.
The predicted salary is between 35000 - 40000 £ 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
- This role is open to experienced or Trainee Paraplanners.
- You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis.
- You should have a good 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 40,000 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 England employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services 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 interviews by brushing up on your knowledge of investment, retirement, and pension products. Be ready to discuss how your experience aligns with the responsibilities of the role, especially around creating bespoke suitability reports and managing complex cases.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple cases simultaneously and met tight deadlines. This will demonstrate that you can handle the workload expected in this Paraplanner position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning, report writing, and any relevant qualifications. 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 financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: In your application, don’t forget to showcase your organisational skills and ability to manage multiple cases. We’re looking for someone who can juggle tasks effectively, so give us examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Products
Make sure you brush up on your knowledge of investment, retirement, and pension products. Being able to discuss these confidently will show that you're not just familiar with the basics but can also provide valuable insights during the interview.
✨Showcase Your Paraplanning Skills
Prepare examples of your previous paraplanning duties, especially around creating bespoke suitability reports and conducting fund performance analysis. This will demonstrate your hands-on experience and how you can contribute to the team right away.
✨Demonstrate Organisational Skills
Since you'll be managing multiple cases, be ready to discuss how you prioritise tasks and manage your workload. Share specific strategies or tools you use to stay organised, as this is crucial for success in the role.
✨Be a Team Player
While it's important to show your ability to work independently, don't forget to highlight your teamwork skills. Share experiences where you've collaborated with others, especially in a financial services context, to show that you can fit into their supportive team culture.