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 professional development.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 5+ years in wealth management with strong analytical skills.
The predicted salary is between 50000 - 50000 € per year.
Leeds City Centre
£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.
- 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 Humber employer: Reward Recruitment
Reward Recruitment Limited is an exceptional employer, offering a dynamic work environment in the heart of Leeds City Centre. With a strong focus on employee development and a culture that values collaboration and innovation, we provide our Technical Paraplanners with ample opportunities for professional growth and advancement. Our competitive salary, generous annual bonus, and comprehensive benefits package make us a top choice for those seeking a rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Humber
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since this role is all about high-value private client advice, make sure you can discuss complex topics confidently. We recommend practising common interview questions with a mate!
✨Tip Number 3
Showcase your analytical skills! Bring examples of past work where you've produced client reports or cash flow models. This will demonstrate your hands-on experience and how you can add value to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Technical Paraplanner in Humber
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 accurate client reports and cash flow models, make sure to showcase your technical skills. Mention any tools or software you’re familiar with that can help us in delivering top-notch service to our clients.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Don’t miss out on this opportunity!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to high-value private client advice. Familiarise yourself with the latest trends and regulations in wealth management, as well as the specific services offered by the firm. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Experience
Prepare to discuss your previous roles and how they relate to the Technical Paraplanner position. Highlight specific examples of reports you've produced, client queries you've handled, or cash flow models you've created. This will show that you have the hands-on experience they're looking for.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the firm's approach to paraplanning and their preferred provider panels. This not only shows your interest in the role but also gives you a chance to assess if the company is the right fit for you.
✨Demonstrate Team Spirit
Since you'll be working closely with Chartered Financial Planners, it's important to convey your ability to collaborate effectively. Share examples of how you've supported teams in the past and your approach to training others. This will highlight your teamwork skills and commitment to the firm's success.
