Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisors with research, analysis, and report writing for clients.
- Company: Join a friendly, independent financial services firm in South Leicester.
- Benefits: Earn up to £40,000, enjoy flexible working, and 25 days holiday.
- Other info: Modern office with gym facilities and regular team events.
- 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 preferred.
The predicted salary is between 24000 - 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 through the year to get involved in.
Locations
South Leicester.
Paraplanner in Whetstone employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Whetstone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about paraplanning roles. A friendly chat can lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment, retirement, and pension products. We want you to feel confident discussing these topics, as they’re key to impressing potential employers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple cases simultaneously. This will highlight your ability to handle the workload expected in a paraplanner role.
✨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 Whetstone
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with financial planning research, report writing, and any relevant qualifications. We want to see how you fit into our team!
Showcase Your Skills: Don’t forget to mention your understanding of investment, retirement, and pension products. If you've got experience in cash flow modelling, let us know! We love seeing candidates who can hit the ground running.
Be Organised: Since this role involves managing multiple cases, demonstrate your organisational skills in your application. Share examples of how you've successfully juggled tasks in the past. We appreciate a proactive approach!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
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 ability to manage complex cases effectively.
✨Demonstrate Organisational Skills
Since the role requires managing multiple cases simultaneously, be ready to discuss how you prioritise tasks and meet deadlines. Share specific strategies or tools you use to stay organised and efficient in your work.
✨Be a Team Player
While independence is key, this role also involves working within a team. Prepare to talk about your experiences collaborating with others and how you contribute to a positive team environment. Highlight any past team events or projects you've been part of.