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- Tasks: Collaborate with financial advisers to create tailored financial solutions and reports.
- Company: Thriving financial planning firm with a focus on collaboration and growth.
- Benefits: Competitive salary, bonus, hybrid work, and full study support for qualifications.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- Qualifications: Experience in paraplanning or technical support, with strong investment and pension knowledge.
- Other info: Exciting career development opportunities in a dynamic environment.
The predicted salary is between 28800 - 43200 £ per year.
A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Leeds office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments.
You will be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey.
What's on Offer:- Competitive benefits package including bonus
- Hybrid working pattern for a better work-life balance
- Full funding and support for study towards further qualifications
- A supportive, energetic team environment where your contributions are genuinely valued
- This is a traditional paraplanning role working closely with and in collaboration with financial advisers
- Conducting research on products and providers to identify the best client solutions
- Preparing clear and compliant suitability and financial planning reports
- Supporting advisers with reviews, client requests, and day-to-day queries
- Engaging in cashflow planning when required by adviser
- Promoting best practice and ensuring all work complies with regulatory requirements
- Working in collaboration with financial planning administrators and other Paraplanners in office
- Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment
- Strong technical knowledge of investments and pensions with a client-focused mindset
- Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike
- Diploma qualified (or working towards) desirable, with study support available
To apply or find out more about the role, please send your CV to .com or just get in touch with me if you have any questions. All enquiries will be handled in strictest confidence.
Paraplanner in Guiseley employer: Tempest Jones
Contact Detail:
Tempest Jones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Guiseley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of investments and pensions. Be ready to discuss how you can support advisers and contribute to the team’s success. Show them you’re not just a fit, but the perfect fit!
✨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 love seeing candidates who take the initiative to connect directly with us. Plus, it makes tracking your application a breeze!
We think you need these skills to ace Paraplanner in Guiseley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your previous paraplanning or technical support experience, and don’t forget to mention any relevant qualifications or training you’re pursuing.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background aligns with the firm’s values. Show us your enthusiasm for financial planning and collaboration!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge of investments and pensions, make sure to include specific examples of your expertise in these areas. This will help us see how you can contribute to our team right from the start.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Tempest Jones
✨Know Your Stuff
Make sure you brush up on your technical knowledge of investments and pensions. Be ready to discuss specific products and providers, as well as how they can benefit clients. This will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Collaboration Skills
Since this role involves working closely with financial advisers and other team members, be prepared to share examples of how you've successfully collaborated in the past. Highlight your ability to build rapport and work as part of a team, as this is key in a supportive environment.
✨Prepare for Compliance Questions
Given the importance of regulatory requirements in financial planning, expect questions about compliance. Familiarise yourself with best practices and be ready to discuss how you ensure your work meets these standards. This will demonstrate your commitment to quality and professionalism.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's growth plans or how they support ongoing training and development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.