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- Tasks: Join our team as a Paraplanner, focusing on financial report writing and Inheritance Tax Planning.
- Company: An established, family-run financial advisory firm in West Yorkshire, known for exceptional client service.
- Benefits: Enjoy 25 days holiday, your birthday off, hybrid working, and free on-site parking with electric charging points.
- Why this job: Be part of a supportive culture where you can mentor others and develop your skills in financial planning.
- Qualifications: Experience in paraplanning and strong knowledge of Inheritance Tax Planning is essential.
- Other info: Work in a collaborative environment with opportunities for career development.
The predicted salary is between 36000 - 54000 £ per year.
Location: West Yorkshire
Benefits:
- Free on-site parking, including electric car charging points
- Supportive and family-run environment
- Career development opportunities
- 25 days holiday, your birthday off
- 5% pension contribution
A collaborative and supportive environment with opportunities to mentor and develop others.
Hybrid Working
Salary: Up to £45,000 per annum (dependent on experience)
About the Company:
Our client is an established, independent financial advisory (IFA) firm based in West Yorkshire. Family-run and built on a foundation of trust and exceptional client service, they provide tailored financial planning solutions. With a team of 31 professionals, the firm fosters a collaborative and supportive work culture.
Role Overview:
We are seeking an experienced Paraplanner to join our clients team, providing high-quality technical support in financial planning. This role will focus not only on day-to-day report writing but also on Inheritance Tax Planning (IHT) particularly in light of the upcoming changes where pensions will form part of an estate for IHT purposes. In addition to technical expertise, this role involves mentoring and supporting less experienced colleagues, helping to develop their knowledge and skills.
Key Responsibilities:
- Prepare detailed and compliant financial reports.
- Provide technical support on Inheritance Tax Planning strategies.
- Work closely with advisers to support client recommendations.
- Mentor and assist junior team members.
- Utilise platforms such as Intelligent Office (IO), Dynamic Planner, and CashCalc.
Requirements:
- Proven experience in paraplanning, with strong IHT planning knowledge.
- Proficiency in financial planning software (IO, Dynamic Planner, CashCalc beneficial).
- Strong analytical and report-writing skills.
- Ability to work in the office 3 days per week.
- Full UK driving licence (location requires candidates to drive to the office).
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
Paraplanner in Elland employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Elland
✨Tip Number 1
Familiarise yourself with the specific financial planning software mentioned in the job description, such as Intelligent Office, Dynamic Planner, and CashCalc. Being able to demonstrate your proficiency in these tools during the interview will set you apart from other candidates.
✨Tip Number 2
Brush up on your knowledge of Inheritance Tax Planning, especially in light of recent changes. Being well-versed in this area will not only help you answer technical questions but also show your commitment to staying updated in the field.
✨Tip Number 3
Prepare examples of how you've mentored or supported junior colleagues in previous roles. This will highlight your leadership skills and ability to contribute to a collaborative environment, which is highly valued by the company.
✨Tip Number 4
Research the company culture and values of the family-run firm. Understanding their approach to client service and teamwork will allow you to tailor your responses in the interview, demonstrating that you're a great fit for their supportive environment.
We think you need these skills to ace Paraplanner in Elland
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Paraplanner position. Tailor your application to highlight your relevant experience in financial planning and Inheritance Tax Planning.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience in paraplanning and any specific knowledge you have regarding IHT planning. Use concrete examples to demonstrate your analytical and report-writing skills.
Showcase Technical Proficiency: Mention your proficiency with financial planning software such as Intelligent Office, Dynamic Planner, and CashCalc. If you have experience mentoring others, be sure to include that as well, as it aligns with the company's collaborative culture.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you are a good fit for their supportive environment and how you can contribute to their team.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Showcase Your Technical Expertise
As a Paraplanner, it's crucial to demonstrate your strong knowledge in financial planning and Inheritance Tax Planning. Be prepared to discuss specific strategies you've implemented in the past and how they benefited clients.
✨Highlight Your Mentoring Skills
Since the role involves mentoring junior team members, share examples of how you've supported or trained others in previous positions. This will show your ability to foster a collaborative environment.
✨Familiarise Yourself with Relevant Software
Make sure you are well-versed in financial planning software like Intelligent Office, Dynamic Planner, and CashCalc. Mention any experience you have with these tools during the interview to demonstrate your readiness for the role.
✨Prepare Questions About Company Culture
Given that the company prides itself on a supportive and family-run environment, prepare thoughtful questions about their culture and values. This shows your genuine interest in fitting into their team dynamic.
