Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Research and analyse financial products, prepare suitability reports, and support advisers.
- Company: Established financial planning firm with a supportive team environment.
- Benefits: Flexible working hours, 28 days holiday, free parking, and career progression.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: At least 1 year of paraplanning experience and strong report writing skills.
- Other info: Great opportunities for growth in a client-focused organisation.
The predicted salary is between 28800 - 48000 £ per year.
Do you have at least 1 years experience as a Paraplanner? Are you skilled in writing suitability reports? Are you looking for a flexible and hybrid working role?
Benefits:
- Flexible working hours
- 28 days holiday plus additional leave at Christmas
- Free onsite parking
- Career progression opportunities within a professional, team-oriented environment
About the Company:
The company is a well-established financial planning firm committed to providing expert, tailored advice to clients. With a professional and supportive team environment, the company values career development and offers opportunities for growth within a dynamic and client-focused organisation.
Key Duties as a Paraplanner:
- Research and analyse pensions, investments, and protection products
- Prepare clear, compliant suitability reports
- Maintain accurate client records and support advisers throughout the advice process
Skills Required for this Paraplanner role:
- Analytical Thinking
- Research and analyse financial products
- Report Writing
- Prepare clear, compliant suitability reports
- Organisation & Accuracy
- Maintain client records and support advisers
Apply Today for this Paraplanner role: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the client. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you haven't heard from us within 7 days, please assume your application was unsuccessful.
Paraplanner in Leicester employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your suitability report writing skills. Be ready to discuss your analytical thinking and how you've used it in past roles. Show them you can research and analyse financial products like a champ!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for tailored job listings that fit your skills and career goals. We’ve got your back in finding the right fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team!
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your skills in writing suitability reports. We want to see how your background aligns with 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 the perfect fit for this role and how your analytical thinking can benefit our team. Keep it concise but impactful!
Showcase Your Skills: In your application, emphasise your research and analysis skills. We love candidates who can demonstrate their ability to maintain accurate client records and support advisers effectively.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your potential new role with us.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. The company is looking for someone who can research and analyse these areas effectively, so be prepared to discuss your experience and any relevant case studies.
✨Suitability Reports are Key
Since writing clear and compliant suitability reports is a crucial part of the role, practice explaining your process for creating these reports. Be ready to share examples of how you've tackled this in the past and what makes your reports stand out.
✨Show Your Organisational Skills
The role requires maintaining accurate client records and supporting advisers throughout the advice process. Think of specific instances where your organisational skills made a difference, and be prepared to discuss how you manage your workload effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to financial planning and career progression opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
