At a Glance
- Tasks: Prepare financial plans and reports, manage workflows, and enhance paraplanning processes.
- Company: Dynamic financial services firm in Leeds with a focus on innovation.
- Benefits: Competitive salary, bonuses, hybrid working, and professional development opportunities.
- Other info: Fast-paced environment with opportunities for career advancement.
- Why this job: Join a team where your skills can directly impact clients' financial futures.
- Qualifications: Diploma Level Four required; ideally pursuing Level 6 Chartered status.
The predicted salary is between 38250 - 46750 £ per year.
- Technical Paraplanner
- Leeds, West Yorkshire
£55,000 to £65,000 plus benefits and bonus (following successful completion of your probation, hybrid working is available)
Duties and responsibilities include
- Prepare Financial Plans, Suitability Reports and Letters.
- Cash flow modelling and forecasting.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, EIS, VCT, IHT and Protection, along with a good understanding of FCA regulations and FCA products.
- Assist with client meetings when required, including note taking and follow up any actions as required.
- Manage your own workflows and tasks.
- Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements
- You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status.
- Good understanding of the financial planning process and associated compliance aspects.
- Driven and focused with the ability to complete tasks under pressure on time and right first time.
- Experience of report writing and conducting investment and product market research.
- Technically proficient across all areas of financial planning, especially investments and pensions.
- Ability to use technical financial planning tools, financial modelling and back office software.
How to apply
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on
Technical Paraplanner in Leeds employer: Reward Recruitment Careers
Join a dynamic and supportive Chartered Financial Planning practice in West Yorkshire, where your expertise as an Independent Financial Advisor will be valued and rewarded. With a competitive salary and the opportunity to work alongside a seasoned Managing Director, you'll benefit from a collaborative work culture that prioritises professional growth and client success. Enjoy inheriting a profitable client bank while being part of a team that fosters independence and innovation.
Contact Details:
Reward Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Technical 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 Reward Recruitment 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 Technical 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 Reward Recruitment 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 Reward Recruitment 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 Reward Recruitment 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 Reward Recruitment 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 Reward Recruitment 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 Reward Recruitment 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.
