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, hybrid working, and professional development.
- 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 opportunities.
- Qualifications: Experience in financial planning or a desire to learn; strong communication skills are essential.
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.
- PMI 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 jenny@tempestjones.com 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 employer: Tempest Jones
Join a highly regarded firm in Leeds city centre that values your growth and development as a Paraplanner, whether you're just starting out or looking to advance your career. With a supportive team culture, competitive salaries, and comprehensive study support for professional qualifications, this company offers a rewarding environment where your contributions are genuinely appreciated. Enjoy the flexibility of hybrid working while being part of a collaborative team dedicated to delivering exceptional financial planning advice.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanners - Trainee to Senior
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and compliance standards confidently. We want you to shine when you get that chance to impress!
✨Tip Number 3
Don’t just apply through job boards; head over to our website and submit your application directly. It shows initiative and gives you a better chance of standing out from the crowd!
✨Tip Number 4
Follow up after interviews with a thank-you email. It’s a simple gesture that keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great way to reiterate your interest in joining their supportive team!
We think you need these skills to ace Paraplanners - Trainee to Senior
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 can fit into our collaborative team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. We love seeing enthusiasm for financial planning and a desire to grow with us.
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key. In your application, make sure everything is polished and error-free. This not only shows your professionalism but also gives us confidence in your ability to handle technical tasks.
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 get the best chance to join our friendly team in Leeds!
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 what it entails.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly. You might be asked to explain complex concepts, so think about how you can simplify your explanations while still sounding professional.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This shows your interest in the company and the role, plus it gives you a chance to find out more about their team culture and progression opportunities.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your workload and stay organised. You could share examples from past experiences where you successfully handled multiple tasks or projects, as this will highlight your proactive approach and attention to detail.
