At a Glance
- Tasks: Support Financial Advisers and prepare client documentation in a collaborative team.
- Company: A respected financial planning firm in Leeds with a supportive culture.
- Benefits: Competitive salary, bonuses, study support, and hybrid working options.
- Other info: Join a friendly team where your contributions are valued and growth is encouraged.
- Why this job: Kickstart your career in financial planning with clear progression and mentoring.
- Qualifications: Experience in financial planning or a desire to learn; strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
A fantastic opportunity has arisen for Paraplanners at all levels to join a highly regarded and growing firm of financial planners based in Leeds city centre. These opportunities are not to work for a large consolidator.
Whether you are an aspiring Trainee Paraplanner looking for your first step into a technical role or an experienced Senior Paraplanner seeking greater responsibility and progression, this business can offer an excellent long term career path for you.
This respected firm provides holistic financial planning advice across pensions, retirement planning, investments, estate planning and protection. You will be joining a collaborative and supportive team environment where development, mentoring and progression are genuinely encouraged.
Paraplanner Opportunities - What’s on Offer:- Competitive salary depending on experience and level, from Trainee through to Senior Paraplanner.
- Excellent bonus structure.
- Full study support and funding towards professional qualifications.
- Clear progression pathways with ongoing mentoring and development.
- Hybrid working options available.
- Life cover and contributory pension.
- A friendly and professional team culture where your contribution is valued.
Depending on your level of experience, responsibilities will include:
- Supporting Financial Advisers with research and preparation for client meetings.
- Conducting product and provider research across pensions, investments and protection.
- Preparing suitability reports and financial planning documentation.
- Assisting with cashflow modelling and financial planning analysis.
- Handling technical queries from advisers and clients.
- Ensuring work is completed in line with FCA and compliance standards.
- Liaising closely with administrators, Paraplanners and Advisers to deliver excellent client outcomes.
- Senior level candidates may also be called upon to mentor junior team members and support technical development within the team.
- Experience within financial planning, either in administration, technical support or paraplanning.
- Strong communication skills with a professional and client focused approach.
- Organised and proactive with strong attention to detail.
- An interest in financial planning and a desire to continue developing technical knowledge.
- Diploma qualified or working towards qualifications desirable, although full support will be provided.
- Senior candidates should possess strong technical knowledge across pensions and investments with experience producing high quality suitability reports.
To apply: Please apply now or send your CV to or get in touch for a confidential discussion regarding the opportunities available. All enquiries will be handled in the strictest confidence.
Paraplanners - Trainee to Senior in Leeds employer: Tempest Jones
Join a highly regarded firm of financial planners in Leeds, where you will find a supportive and collaborative work culture that genuinely values your contributions. With excellent career progression opportunities, comprehensive study support for professional qualifications, and a hybrid working model, this company is dedicated to fostering employee growth and ensuring a rewarding career path for Paraplanners at all levels.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanners - Trainee to Senior in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and be ready to discuss how your skills align with their values. This shows you're genuinely interested and not just another candidate.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable talking about your experience and how it relates to the role of a Paraplanner. The more you practice, the more confident you'll feel when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Paraplanners - Trainee to Senior in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight any relevant financial planning experience, even if it's just in administration or support. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our collaborative environment. Keep it friendly and professional, just like us!
Showcase Your Communication Skills:As a Paraplanner, strong communication is key. In your application, demonstrate your ability to convey complex information clearly. Whether it's through your CV or cover letter, let us see your client-focused approach!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. We can't wait to hear from you!
How to prepare for a job interview at Tempest Jones
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Skills
Prepare examples of how you've supported financial advisers or handled technical queries in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your problem-solving abilities.
✨Ask Smart Questions
Come prepared with thoughtful questions about the company culture, mentoring opportunities, and progression pathways. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm values a friendly team culture, so being genuine and approachable can help you connect with your interviewers.
