At a Glance
- Tasks: Conduct research, prepare reports, and analyse client needs in a dynamic financial planning environment.
- Company: Established financial planning firm focused on personalised service and client satisfaction.
- Benefits: Generous annual leave, pension contributions, life assurance, and professional qualification support.
- Other info: Collaborative culture with opportunities for ongoing learning and career progression.
- Why this job: Join a supportive team and grow your career in financial planning with real impact.
- Qualifications: Experience as a Paraplanner and proficiency in financial planning systems like FE Analytics.
The predicted salary is between 36000 - 60000 £ per year.
Do you have Paraplanner experience? Are you skilled in FE Analytics or similar financial planning systems relevant to a Paraplanner? Are you looking for a full-time Paraplanner role in Leicester?
Benefits
- Company pension contribution (10%)
- Life assurance
- 33 days annual leave including bank holidays, with Christmas closure
- Free on‑site parking
- Support for professional qualifications relevant to your Paraplanner career
About the Company
This well‑established, client‑focused financial planning firm specialises in pensions, investments, and wealth management. With a team of experienced advisors and Paraplanners, the company prides itself on delivering high‑quality, personalised service. The culture encourages ongoing learning for Paraplanners, exam support, and career progression within a collaborative and supportive environment.
Key Duties for the Paraplanner role
- Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
- Prepare bespoke, compliant suitability reports tailored to individual client needs.
- Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
- Maintain your own workflow, working independently.
Paraplanner employer: TEMPLEGATE RECRUITMENT
This well-established financial planning firm in Leicester is an excellent employer, offering a supportive and collaborative work culture that prioritises professional growth for Paraplanners. With generous benefits including a 10% pension contribution, life assurance, and 33 days of annual leave, employees are encouraged to pursue further qualifications while enjoying a balanced work-life environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who know about Paraplanner roles. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, make sure to highlight your experience with FE Analytics and any other relevant tools. We want them to see how you can hit the ground running!
✨Tip Number 3
Prepare for the interview by brushing up on your knowledge of pensions, investments, and wealth management. We need to demonstrate that we understand the industry and can provide tailored solutions for clients, just like the firm does.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our client-focused approach.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your Paraplanner experience in your application. We want to see how your skills with FE Analytics or similar systems can benefit our team, so don’t hold back on the details!
Tailor Your Application:Take a moment to customise your application for this role. Mention specific duties from the job description that you’re excited about and how your past experiences align with them. It shows us you’re genuinely interested!
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points if it helps to convey your message better!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT
✨Know Your Tools
Make sure you're familiar with FE Analytics or any similar financial planning systems. Brush up on how to conduct provider and product research, as well as fund performance analysis. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Tailor Your Responses
When answering questions, relate your experiences directly to the key duties of the Paraplanner role. For instance, if asked about report preparation, share specific examples of bespoke suitability reports you've created in the past. This will demonstrate your understanding of the role and your ability to meet client needs.
✨Showcase Your Learning Mindset
Since the company values ongoing learning and professional qualifications, be prepared to discuss any relevant courses or certifications you’re pursuing. Highlight your commitment to personal development and how it aligns with their supportive culture.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, opportunities for career progression, or how they support Paraplanners in their professional journey. This shows your genuine interest in the role and the company.
