At a Glance
- Tasks: Provide top-notch Paraplanning support and assist in financial planning.
- Company: Friendly financial services firm in Leeds with a supportive team.
- Benefits: Generous holiday, pension contributions, private medical insurance, and flexible hours.
- Other info: Join a close-knit team with excellent career growth opportunities.
- Why this job: Kickstart your career and progress towards becoming a Financial Adviser.
- Qualifications: Level 4 Diploma in Financial Planning and Paraplanning experience required.
The predicted salary is between 40500 - 49500 £ per year.
Location: Leeds Office Based
Salary: £40,000 - £45,000, depending on experience
Benefits:
- 5 weeks holiday plus bank holidays
- 4.5% employer pension contribution
- Private Medical Insurance after probation
- Free on-site parking
- Monday to Friday, 9am - 5pm, with flexibility to work 8am - 4pm
- Excellent career progression into a Trainee Adviser position
About the Company:
An established, small and friendly financial services firm based in Leeds is looking to appoint an experienced Level 4 qualified Paraplanner to join their close-knit team. This is an excellent opportunity for a Paraplanner who is looking to take the next step in their career and progress towards becoming a Financial Adviser. The successful candidate will continue to undertake Paraplanning responsibilities while receiving the opportunity to develop their knowledge and experience as a Trainee Adviser.
Key Responsibilities:
- Provide high-quality Paraplanning support to the Adviser and wider team
- Prepare suitability reports, financial analysis and recommendations
- Assist with pension, investment and protection-related cases
- Support the Adviser with the management and servicing of an established client bank
- Assist with new business processing and ongoing client reviews
- Conduct research and analysis to support financial planning recommendations
- Liaise with product providers and other third parties
- Ensure all client documentation is accurate, compliant and completed within agreed timescales
- Take on increasing responsibility for client relationships as experience develops
- Work towards progressing into a Trainee Adviser position
- Develop the skills and experience required to eventually provide regulated financial advice
What We're Looking For:
- Level 4 Diploma qualified in Financial Planning
- Previous experience working as a Paraplanner within financial services
- Strong understanding of financial planning and investment products
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- Ability to manage workloads and work to deadlines
- Professional, personable and confident when dealing with clients and colleagues
- A proactive approach with the ability to work independently
- Someone who is genuinely interested in progressing into a Financial Adviser role
- Comfortable working within a small, family-run team environment
- Willingness to work office-based in Leeds
Desirable Skills:
- Experience using Intelligent Office (IO)
- Experience using Defaqto
- Experience supporting an Adviser with a varied client bank
- Strong report-writing and analytical skills
- Previous experience with pensions, investments and protection
- A genuine ambition to progress into an Adviser role
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Paraplanner in Yorkshire employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a supportive and collaborative work environment in their Kingsley office. With competitive salaries, comprehensive benefits including private medical insurance and generous holiday allowances, as well as ongoing training and development opportunities, employees can thrive both personally and professionally. The company also fosters a strong team spirit through bi-annual trips abroad and UK-based events, making it a rewarding place to build a career in financial services administration.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Yorkshire
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TEMPLEGATE RECRUITMENT LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Yorkshire
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TEMPLEGATE RECRUITMENT LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TEMPLEGATE RECRUITMENT LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TEMPLEGATE RECRUITMENT LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TEMPLEGATE RECRUITMENT LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TEMPLEGATE RECRUITMENT LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
