At a Glance
- Tasks: Support financial planners by producing client reports and cash flow models.
- Company: Highly regarded Financial Planning firm in Leeds City Centre.
- Benefits: Competitive salary, excellent annual bonus, and company benefits.
- Other info: Opportunity for career growth and progression towards Chartered status.
- Why this job: Join a dynamic team and make a real impact in high-value private client advice.
- Qualifications: 5+ years in wealth management with strong report writing skills.
The predicted salary is between 50000 - 50000 € per year.
Leeds City Centre c.£50,000 per annum, plus excellent annual bonus and company benefits. Reward Recruitment Limited are working closely with one of the most highly regarded Financial Planning firms in the UK, based in Leeds City Centre. They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Paraplanner into their expanding adviser support team. This is a perfect career opportunity for someone who holds strong experience in high-value private client advice, wishing to take on a technically challenging, highly analytical paraplanning remit.
The Role: A focused paraplanning role working alongside two high performing Chartered Financial Planners in a technical support capacity. Duties include:
- Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
- Provide response to client technical queries.
- Produce client cash flow models.
- Assist with updating the firm's preferred provider panels - This will involve the ongoing monitoring of recommended structures and providers.
- Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
- Assist in the training of other members of staff on all areas of advice.
- Produce technical bulletins to be sent to clients and introducers when appropriate.
The Person: You will come from a wealth management background and hold 5+ years hands-on, practical experience of supporting financial advisers/planners from a research and suitability report writing perspective. Ideally Chartered qualified, but a minimum of Level 4 Diploma qualified and progressing towards Chartered status.
To Apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on 07747 782934 for an open conversation in relation to this or other similar roles.
Technical Paraplanner in Bradford employer: Reward Recruitment
Join one of the UK's most esteemed Financial Planning firms in Leeds City Centre, where you will thrive in a dynamic work culture that values expertise and collaboration. With a competitive salary of around £50,000, excellent annual bonuses, and comprehensive benefits, this role as a Technical Paraplanner offers not only a chance to work alongside top Chartered Financial Planners but also ample opportunities for professional growth and development in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Bradford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Be ready to discuss client reports and cash flow models in detail. Show them you’re not just a paraplanner, but a problem-solver who can tackle complex queries.
✨Tip Number 3
Don’t forget to showcase your soft skills! Communication is key in this role, so be prepared to demonstrate how you can effectively convey technical information to clients and colleagues alike.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Technical Paraplanner in Bradford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience in high-value private client advice and any relevant qualifications. We want to see how your background aligns with 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 this role and how your skills can benefit our team. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills:Since this role involves producing client reports and cash flow models, make sure to showcase your technical skills in your application. We’re keen to see examples of your analytical abilities and how you’ve tackled similar tasks in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth management and paraplanning. Be prepared to discuss specific client scenarios and how you would approach them, as this role requires a strong analytical mindset.
✨Showcase Your Experience
Highlight your 5+ years of experience in supporting financial advisers. Prepare examples of past projects where you've produced client reports or cash flow models, as these will demonstrate your hands-on expertise.
✨Understand the Company Culture
Research the firm’s values and their approach to UHNW clients. Being able to articulate how your personal values align with theirs can set you apart and show that you're a good fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. This not only shows your interest but also gives you a chance to assess if this is the right environment for you to thrive in.
