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- Tasks: Support financial advisers with research, analysis, and preparing suitability reports.
- Company: Award-winning Chartered Financial Planning firm with a supportive team.
- Benefits: Competitive salary, hybrid working options, and professional development opportunities.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Experience in financial planning and strong analytical skills required.
- Other info: Flexible start date and excellent career growth potential.
The predicted salary is between 35000 - 45000 £ per year.
Location: Leicester (primarily office-based with hybrid flexibility)
Pay rate/Salary: £35,000 – £45,000 (DOE)
Hours of Work: Full-time
Type: Permanent
Start Date: Immediately (flexible for notice periods)
We are hiring for a Paraplanner that is experienced in providing technical financial planning support, conducting research, and preparing suitability reports in Leicester. This is a professional, award‑winning Chartered Financial Planning environment, and you will be helping the business support clients with retirement planning, investment strategy, and long‑term financial planning.
Duties of a Paraplanner
- Conducting research and analysis
- Preparing compliant suitability reports
- Analysing financial data and modelling client scenarios
- Assisting in the development of personalised financial plans
- Staying updated with legislation, market trends, and regulatory requirements
Skills and experience of a Paraplanner
- Strong knowledge of financial planning and investments
- Excellent analytical and report‑writing skills
Benefits
It would be beneficial to the Paraplanner role if you also had:
- Level 4 Diploma in Financial Planning (or working towards)
- Progress toward Chartered status
- Experience with financial planning software (e.g., IRESS Xplan)
About the Client
Our client is an award‑winning Chartered Financial Planning firm that provides bespoke, independent financial planning to clients nationwide. They are looking for a Paraplanner to join their team on a permanent basis. You’ll be joining a supportive, established team within a professional office environment, with some flexibility for hybrid working.
Next Steps
Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact our Commercial team on 0116 262 3733.
Paraplanner in Leicester employer: Recruitment Services Ltd
Contact Detail:
Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial planning concepts confidently. We recommend practising common interview questions with a friend or even in front of the mirror to nail that delivery!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific projects where you’ve conducted research or prepared reports. We want to see how you’ve made an impact in previous roles!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Paraplanner position!
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, research, and report writing. 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 professional but let your personality show through.
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your analytical skills and knowledge of financial planning. We love seeing real-life applications of your expertise!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Recruitment Services Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts around retirement planning, investment strategies, and compliance. Being able to discuss these topics confidently will show that you're serious about the role.
✨Research the Company
Dive into the company’s background, values, and recent achievements. Knowing what makes them an award-winning firm will help you tailor your answers and demonstrate your genuine interest in joining their team.
✨Prepare for Technical Questions
Expect questions that test your analytical skills and report-writing abilities. Practise explaining how you would conduct research and prepare suitability reports, as this is a crucial part of the Paraplanner role.
✨Show Your Soft Skills
While technical skills are important, don’t forget to highlight your communication and teamwork abilities. Be ready to share examples of how you've worked collaboratively in the past, as this will resonate well in a supportive team environment.
