At a Glance
- Tasks: Provide top-notch support to Financial Planners and deliver exceptional client service.
- Company: Reputable independent financial advice firm with a strong presence in Leeds and Manchester.
- Benefits: Competitive salary up to £55,000, hybrid working, and professional development opportunities.
- Other info: Collaborative environment with strong career growth potential.
- Why this job: Join a dynamic team and work on complex financial planning cases that make a difference.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 3+ years of Paraplanning experience.
The predicted salary is between 40500 - 49500 £ per year.
An exciting opportunity has arisen for an experienced Paraplanner to join a well-established and highly regarded independent financial advice firm with a strong regional presence across Leeds and Manchester. This is an excellent opportunity for a technically strong Paraplanner looking to join a growing Financial Planning team, supporting experienced Financial Planners and working across an established and increasingly complex client base.
The Role
- Provide high-quality technical, research and analytical support to the Financial Planning team, helping to deliver a first-class service to clients.
- Preparing suitability reports and client recommendations.
- Conducting detailed research across investments, pensions, protection and wider financial planning.
- Supporting Financial Planners with complex technical queries and client cases.
- Preparing cash-flow analysis and financial planning reports.
- Assisting with new business and ongoing client reviews.
- Liaising with product providers and third parties.
- Supporting the implementation of client recommendations.
- Ensuring all work is accurate, compliant and completed within agreed timescales.
- Keeping up to date with relevant legislation, regulation and industry developments.
About You
- Level 4 Diploma in Regulated Financial Planning or equivalent.
- 3+ years' experience working as a Paraplanner or above.
- Strong technical knowledge across all areas of financial planning.
- Experience supporting Advisers with complex and high-value client cases.
- Excellent research, analytical and report-writing skills.
- Strong attention to detail and organisational skills.
- Good knowledge of current financial planning regulation, including Consumer Duty.
- Experience using financial planning and research systems such as Intelligent Office, Voyant, FE Analytics or similar.
- A collaborative and proactive approach.
- A genuine interest in developing your technical knowledge and career within financial planning.
What's on Offer?
- Salary up to £55,000, depending on experience.
- Hybrid working.
- Supportive and experienced Financial Planning team.
- Opportunity to work on complex financial planning cases.
- Exposure to an established and growing client base.
- Strong opportunities for professional and technical development.
- Long-term career opportunity within a well-established business.
If you're an experienced Paraplanner looking for your next challenge and would like to find out more, get in touch for a confidential conversation.
Paraplanner in Leeds employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
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 Recruit UK Careers. 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 Recruit UK Careers.
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 Recruit UK Careers'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 Recruit UK Careers
✨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 Recruit UK Careers.
✨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 Recruit UK Careers 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 Recruit UK Careers 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.
