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- Tasks: Research and prepare technical financial plans and suitability reports.
- Company: Join a leading financial services firm in Leeds.
- Benefits: Competitive salary, bonuses, and professional development opportunities.
- Other info: Dynamic team environment with opportunities for process improvement.
- Why this job: Make a real impact in financial planning while enhancing your skills.
- Qualifications: Diploma Level 4 required; Level 6 Chartered status preferred.
The predicted salary is between 45000 - 55000 £ per year.
Leeds £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.
Locations
Paraplanner in Leeds, Yorkshire employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leeds, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already working as paraplanners. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss cashflow modelling, suitability reports, and FCA regulations. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that paraplanner role! We’re always on the lookout for driven individuals like you, so make sure your application stands out by highlighting your relevant experience and skills.
We think you need these skills to ace Paraplanner in Leeds, Yorkshire
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 the Diploma Level Four. We want to see how your skills match what we're looking for!
Showcase Your Research Skills: Since research is a big part of the job, include examples of your market research and report writing. We love seeing how you've used your knowledge of investments, pensions, and FCA regulations in past roles.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, especially when it comes to complex topics like financial planning. Make it easy for us to see your strengths!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who follow instructions!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of technical financial planning, especially around investments and pensions. Familiarise yourself with FCA regulations and products, as these will likely come up in conversation.
✨Showcase Your Skills
Prepare to discuss your experience with cashflow modelling and report writing. Have specific examples ready that demonstrate how you've successfully managed workflows and improved processes in previous roles.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle certain situations, like managing tight deadlines or ensuring compliance. Think through potential scenarios beforehand so you can respond confidently and clearly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the paraplanning team’s current challenges or how they measure success. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.