Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Research and prepare technical financial plans and suitability reports.
- Company: Dynamic financial planning firm in Leeds with a focus on innovation.
- Benefits: Competitive salary, bonuses, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on continuous improvement.
- Why this job: Join a team that values efficiency and makes a real impact in financial planning.
- Qualifications: Diploma Level 4 and ideally Level 6 Chartered status required.
The predicted salary is between 45000 - 55000 £ per year.
Technical Paraplanner
Location: Leeds
Salary: £45,000 to £55,000 plus benefits and bonus
Duties and responsibilities include:
- Research and prepare Technical Financial Plans, Suitability Reports and Letters.
- Cashflow modelling and forecasting.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, and Protection, along with a good understanding of FCA regulations and FCA products.
- 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, or close to being.
- 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 or contact Stuart on 07747 782934.
Paraplanner in Humber employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Humber
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already in paraplanning roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your experience with technical financial plans and cashflow modelling. We want to see how you can bring value to the team!
✨Tip Number 3
Prepare for the interview! Research the company and its approach to financial planning. Be ready to discuss how you can improve their paraplanning processes. This shows you're not just looking for any job, but that you're genuinely interested in contributing to their success.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to apply directly. Don’t miss out on the chance to join our awesome team!
We think you need these skills to ace Paraplanner in Humber
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with technical financial plans, suitability reports, and any relevant qualifications like your Diploma Level Four. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t just list your qualifications; showcase your skills in cashflow modelling and report writing. Use specific examples to demonstrate your understanding of FCA regulations and how you've applied this knowledge in past roles. This helps us see you in action!
Keep It Professional Yet Personal: While we love a professional tone, don’t be afraid to let your personality shine through. A bit of warmth can make your application stand out. Just remember to keep it relevant to the role and our company culture!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates from us. Let’s get started on this journey together!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around financial planning, investments, and pensions. Familiarise yourself with FCA regulations and products, as these will likely come up during the interview.
✨Showcase Your Experience
Prepare specific examples from your past work that demonstrate your skills in report writing, cashflow modelling, and process improvements. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions where you'll need to demonstrate how you'd handle certain situations in paraplanning. Think about common challenges in the role and how you would approach them effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company’s paraplanning processes or team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.