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 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.
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 employer: Reward Recruitment
Reward Recruitment Limited is an exceptional employer located in the vibrant Leeds City Centre, offering a competitive salary of £50,000 along with an excellent annual bonus and comprehensive company benefits. The firm fosters a collaborative work culture that prioritises employee growth, providing opportunities for professional development and training, particularly for those looking to advance their qualifications in financial planning. Joining this highly regarded Financial Planning firm means being part of a dedicated team that values technical expertise and supports its members in delivering high-quality advice to ultra-high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner
✨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 sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss client cash flow models and compliance reports confidently. We want you to shine when they ask about your experience with high-value private client advice!
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've tackled complex paraplanning tasks in the past. This will demonstrate your ability to handle the technically challenging aspects of the role.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace Technical Paraplanner
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 skills match 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 background makes you a perfect fit. We love seeing genuine enthusiasm for the position.
Showcase Your Technical Skills:Since this role involves producing client reports and cash flow models, be sure to mention any specific tools or software you’re familiar with. We appreciate candidates who can hit the ground running!
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!
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 resolved, 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, emphasise your ability to collaborate effectively. Share examples of how you've supported teams in the past and your willingness to assist in training others. This will highlight your commitment to teamwork and continuous improvement.
