At a Glance
- Tasks: Support Financial Planners with analysis and technical queries while delivering outstanding client service.
- Company: Join Redmayne Bentley, a respected firm celebrating 150 years of excellence.
- Benefits: Competitive salary, supportive environment, and opportunities for professional development.
- Other info: Enjoy a dynamic role with opportunities for career advancement and personal growth.
- Why this job: Make a real impact in a close-knit team and grow your career in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and 3+ years of Paraplanner experience required.
The predicted salary is between 45000 - 55000 £ per year.
About the Role
Hours per Week: 40
Work Pattern: 8.00am – 5.00pm
Salary: £45,000 - £55,000
Client Facing: Yes
It’s an exciting time to join Redmayne Bentley. After recently celebrating our 150th year in business, we are entering the next stage of our firm‑wide strategy — building on our strong heritage while continuing to evolve, improve and invest in the future. Our Financial Planning team is looking for an experienced Paraplanner to add their knowledge and skills to the mix as we grow our client base and handle more complex technical queries. Your experience will be vital in ensuring that we are always providing the outstanding client service Redmayne Bentley is renowned for, as well as helping to support our Financial Planners with detailed analysis and technical support.
This is a role where someone with experience and a great team ethic can thrive and make a noticeable impact to our aims and mission. Within our close-knit firm, you will not be a small cog in a much larger wheel – you will be valued, appreciated, and respected for your skills as well as rewarded by a firm that truly cares about its colleagues and their wellbeing.
Further specific details about the role can be found in the job description attached to the advert on our careers page.
What we’re looking for
- Qualifications, Experience & Knowledge
- Holds at least the Level 4 Diploma in Financial Planning.
- At least 3 years of work experience at Paraplanner level or higher.
- Strong technical knowledge and proficiency across all areas of Financial Planning.
- Experience using financial services tools (such as Intelligent Office, Voyant, FE Analytics).
- Good awareness of all relevant rules and regulations, including Consumer Duty.
- Skills & Behaviours
- Adaptable and Resourceful – can apply sound judgement and initiative to solve problems and react to changing circumstances.
- Client Focused – consistently keeps client outcomes at the heart of decision making.
- Collaborative Team Player – enjoys working as part of a team with a willingness to share knowledge and ideas with colleagues to support future development of the department.
- Confident IT and System User – able to quickly learn and use bespoke systems.
- Critical Thinker – consistently able to analyse financial and technical information and generate valuable insights.
- Detail-Oriented - maintains highest standards of accuracy.
- Organised & Reliable - able to manage and prioritise your own workload in an efficient manner.
- Professional Communication Skills – able to communicate in a professional manner (both verbally and written) and adapt approach based on the audience.
- Resilient – Able to work effectively during peaks of heavy workload and continue to meet deadlines.
What does the future look like?
Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex client queries and tasks. Redmayne Bentley provides support for colleagues to achieve industry standard Investments and Financial Planning qualifications, if that is something they wish to do. Redmayne Bentley has a storied history of colleagues who have chosen to stay and build long and varied careers with us, due to our commitment to personal and professional development.
Paraplanner in Leeds employer: Redmayne Bentley LLP
Redmayne Bentley is an exceptional employer that values its employees and fosters a supportive work culture, making it an ideal place for a Paraplanner to thrive. With a commitment to personal and professional development, employees are encouraged to pursue further qualifications while enjoying a collaborative environment where their contributions are recognised and appreciated. Located in a firm with a rich 150-year history, you will be part of a close-knit team dedicated to delivering outstanding client service and making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client-focused skills. Be ready to discuss how you've tackled complex queries in the past and how you can contribute to Redmayne Bentley's mission of outstanding client service.
✨Tip Number 3
Show off your adaptability! During interviews, share examples of how you've successfully navigated changing circumstances or solved problems in your previous roles. This will highlight your resourcefulness and make you stand out as a candidate.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our close-knit team at Redmayne Bentley.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience you have. We want to see how your skills align with what we're looking for!
Showcase Your Technical Skills:Don’t forget to mention your proficiency with financial services tools like Intelligent Office or Voyant. We love seeing candidates who can hit the ground running, so let us know how you've used these tools in your previous roles.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about joining Redmayne Bentley and how your experience makes you a perfect fit for our team. We appreciate a personal touch!
Apply Through Our Website:We encourage you to apply through our careers page. 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 Redmayne Bentley LLP
✨Know Your Stuff
Make sure you brush up on your technical knowledge in financial planning. Be ready to discuss your experience with tools like Intelligent Office and Voyant, as well as any relevant regulations. This will show that you're not just a candidate, but someone who can hit the ground running.
✨Showcase Your Client Focus
Since this role is client-facing, be prepared to share examples of how you've prioritised client outcomes in your previous roles. Think about specific situations where your decisions positively impacted clients and how you maintained strong relationships.
✨Demonstrate Team Spirit
Redmayne Bentley values collaboration, so highlight your experiences working in teams. Share instances where you’ve shared knowledge or supported colleagues, showing that you’re not just a lone wolf but a team player who contributes to a positive work environment.
✨Be Organised and Reliable
Prepare to discuss how you manage your workload and meet deadlines, especially during busy periods. Bring up any tools or methods you use to stay organised, as this will reassure them that you can handle the demands of the role effectively.
