At a Glance
- Tasks: Support Financial Planners with analysis and technical queries while delivering outstanding client service.
- Company: Join Redmayne Bentley, a leading independent investment management firm with a rich history.
- Benefits: Enjoy a competitive salary, private medical insurance, hybrid working, and generous family leave.
- Other info: Be part of a dynamic environment that values personal and professional development.
- Why this job: Make a real impact in a supportive team and grow your career in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and at least 3 years of paraplanning experience required.
The predicted salary is between 45000 - 55000 £ per year.
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 this advert.
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.
Who we are
At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.
As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. Our future looks more exciting than ever, come and share it with us.
Our Values
- Excellence
- Respect
- Responsibility
- Teamwork
- Integrity
Our Benefits
We are always continuing to improve our employee benefits to support our employees’ lifestyles, provide more flexibility and to reward and recognise excellence.
- Pension Scheme
- Private Medical Insurance
- Employee Assistance Programme
- Travel Loans and Cycle to Work
- Reward and Recognition Schemes
- Hybrid Working
- Group Life Assurance
- Generous Family Leave Entitlements
Are you interested in this role?
Yes? That’s great! Find out more about our application process below and what to expect after applying.
Applying is easy! All you need to do is enter your email address and click the ‘Apply Now’ button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV.
We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media.
If you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.
Paraplanner in Leeds employer: Redmayne Bentley
Redmayne Bentley is an exceptional employer that values its employees and fosters a collaborative, inclusive work culture. With a commitment to personal and professional development, employees are encouraged to grow their skills and take on new responsibilities, all while enjoying generous benefits such as private medical insurance and a robust wellbeing framework. Located in the heart of the UK’s financial sector, this is a unique opportunity to be part of a storied firm that has been dedicated to excellence for over 150 years.
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 don’t be shy about asking for introductions. A personal recommendation can make all the difference when it comes to landing that Paraplanner role.
✨Tip Number 2
Prepare for the interview 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 collaborative spirit! During interviews, highlight examples of how you’ve worked as part of a team and shared knowledge with colleagues. This will resonate well with the firm’s values of teamwork and respect.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Paraplanner in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant tools you've used, like Intelligent Office or Voyant.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning and how your experience aligns with our values. Show us your client-focused mindset and teamwork spirit!
Be Professional Yet Authentic:While we love professionalism, don’t be afraid to let your personality shine through. We want to see the real you, so feel free to share your unique approach to problem-solving and collaboration.
Apply Through Our Website:For a smooth application process, make sure to apply directly through our website. It’s quick and easy, and we review applications regularly, so you won’t have to wait long to hear back from us!
How to prepare for a job interview at Redmayne Bentley
✨Know Your Stuff
Make sure you brush up on your technical knowledge and financial planning tools like Intelligent Office and Voyant. Be ready to discuss how you've used these in your previous roles, as this will show that you're not just familiar with the tools but can also apply them effectively.
✨Showcase Your Team Spirit
Redmayne Bentley values collaboration, so be prepared to share examples of how you've worked as part of a team. Highlight instances where you've shared knowledge or supported colleagues, as this will demonstrate that you embody their teamwork ethos.
✨Client Focus is Key
Since the role is client-facing, think of specific examples where you've put client outcomes at the forefront of your decision-making. This could be a time when you went above and beyond to ensure a client's needs were met, showcasing your commitment to excellent service.
✨Be Ready for Critical Thinking
Expect questions that test your analytical skills. Prepare to discuss how you've tackled complex financial queries in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it clear how your critical thinking led to successful outcomes.
