At a Glance
- Tasks: Support Financial Advisers with research, analysis, and report writing for client outcomes.
- Company: Established financial planning firm with a collaborative team culture.
- Benefits: Competitive salary, hybrid working, and ongoing professional development.
- Other info: Opportunity for career growth and support towards further qualifications.
- Why this job: Join a growing firm and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and strong technical knowledge of financial products.
The predicted salary is between 35000 - 45000 £ per year.
An established and growing financial planning firm is seeking an experienced Paraplanner to provide technical support to Financial Advisers and help deliver high-quality client outcomes. This role offers the opportunity to work on a broad range of cases, carrying out research, analysis, and report writing while supporting advisers in developing suitable financial planning recommendations.
Key Responsibilities
- Conduct provider and product research, including fund performance reviews, risk analysis, and cashflow modelling using industry-standard tools.
- Produce personalised and compliant suitability reports tailored to individual client circumstances and objectives.
- Analyse Fact Finds and Know Your Client (KYC) documentation to identify appropriate financial planning solutions.
- Provide technical support and research to advisers, delivering evidence-based recommendations.
- Manage complex cases from initial review through to completion, resolving technical queries and ensuring appropriate outcomes.
- Work independently to manage workloads effectively, meeting agreed deadlines and service standards.
- Communicate professionally with clients, advisers, and colleagues via telephone, email, and written correspondence.
- Collaborate with colleagues to maintain a consistent level of service and provide support across the wider team when required.
Skills & Experience
- Previous paraplanning experience within a financial planning or wealth management environment.
- Strong technical knowledge of pensions, investments, retirement planning, and financial products.
- Proven suitability report writing skills and the ability to interpret client information accurately.
- Experience in investment and fund analysis, risk profiling and portfolio research, cashflow forecasting and modelling.
- A client-focused approach with a commitment to delivering excellent service.
- Excellent attention to detail and a strong understanding of compliance requirements.
- Strong organisational skills with the ability to prioritise multiple tasks and manage deadlines effectively.
- Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and Teams.
- Experience using financial planning software and back-office systems would be advantageous.
Qualifications
- Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent, or currently working towards completion.
Benefits
- Competitive salary of £35,000 – £45,000 depending on experience.
- Opportunity to join a supportive and collaborative team environment.
- Ongoing professional development and support towards further qualifications.
- Hybrid working available after the probation period.
Paraplanner in Leicester employer: RGH-Global Limited
Join an established and growing financial planning firm in Leicester, where you will thrive in a supportive and collaborative team environment. With a competitive salary and opportunities for ongoing professional development, this role as a Paraplanner not only allows you to contribute to high-quality client outcomes but also offers the flexibility of hybrid working after your probation period, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
