At a Glance
- Tasks: Support financial planners with client interactions and cashflow modelling.
- Company: Dynamic IFA business in Leeds with a strong team culture.
- Benefits: Starting salary of £30,000-£35,000, generous bonuses, 25 days holiday, and exam support.
- Other info: Flexible working options available, with a focus on in-office learning.
- Why this job: Join a growth-minded team and develop your paraplanning skills under inspirational leadership.
- Qualifications: Paraplanning experience is a plus, but a willingness to learn is key.
The predicted salary is between 30000 - 35000 £ per year.
Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up? This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better over the years under their guidance.
It includes a paraplanner who has worked with the founder for five years, going from an entry level recruit to the knowledgeable person they now are. It includes someone who progressed through the ranks from admin into advice. This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that.
PACKAGE
Your starting salary will be £30,000 - £35,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do. Alongside that there's also pension, DIS (x4) and support with exams. You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year. This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time.
THIS IS WHAT YOU'LL DO
You work with the firm's two planners who advise clients with £1m+. You have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.
HERE'S WHAT YOU'LL NEED
Around 12 months paraplanning experience would be useful, but it isn’t essential. You might currently be in a more admin-focused role with some exposure to reports, research or technical work. What is key to this firm though is a willingness and capacity to learn quickly. You’ll be ambitious and keen to become level 4 and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills.
Want to build your paraplanning career properly? Pick the right boss and click apply. If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV later. Everyone will receive a response.
Junior Paraplanner Associate. Job in Leeds LilyLifestyle Jobs in Morley employer: United Cerebral Palsy of Georgia
Join a forward-thinking IFA business in Leeds where the culture is built on strong leadership and team collaboration. With a focus on training, empowerment, and personal growth, you'll have the opportunity to develop your skills alongside experienced planners in a supportive environment. Enjoy competitive salary packages, generous holiday allowances, and a commitment to your professional development as you embark on a rewarding career as a Junior Paraplanner Associate.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner Associate. Job in Leeds LilyLifestyle Jobs in Morley
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Junior Paraplanner Associate role.
✨Tip Number 2
Show off your skills! If you’ve got any relevant experience or projects, don’t be shy about sharing them. Create a portfolio or a personal website to showcase what you can do. It’s a great way to stand out from the crowd.
✨Tip Number 3
Prepare for interviews like it’s a big exam! Research the company, understand their culture, and think about how you can contribute to their team. Practice common interview questions and have your own ready to ask – it shows you’re genuinely interested.
✨Tip Number 4
Apply through our website! We make it super easy for you to get your application in. Plus, if you don’t have a CV yet, just send us your contact details and we’ll sort it out later. Everyone gets a response, so why not give it a go?
We think you need these skills to ace Junior Paraplanner Associate. Job in Leeds LilyLifestyle Jobs in Morley
Some tips for your application 🫡
Show Your Passion:Let us see your enthusiasm for the role! In your application, mention why you're excited about becoming a Junior Paraplanner Associate and how you align with our growth-minded culture. A little passion goes a long way!
Tailor Your Application:Make sure to customise your application to highlight relevant experience, even if it's from an admin role. We want to know how your skills can contribute to our team and help you grow into a brilliant paraplanner.
Be Honest About Your Experience:If you don’t have 12 months of paraplanning experience, that’s okay! Just be upfront about your background and any exposure you’ve had to reports or research. We value a willingness to learn more than a perfect CV.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application, and we promise everyone will receive a response. Let’s get started on this journey together!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Understand the Company Culture
Before your interview, take some time to research the company's culture. Since this role is all about teamwork and support, think about how you can demonstrate your ability to thrive in a collaborative environment. Be ready to share examples of how you've worked well with others in the past.
✨Show Your Willingness to Learn
This firm values ambition and a desire to grow. During the interview, express your eagerness to learn and develop your skills as a paraplanner. Mention any relevant courses or training you've undertaken, and be prepared to discuss how you plan to achieve Level 4 qualifications and beyond.
✨Prepare for Client Interaction Scenarios
Since you'll have client contact, think about how you would handle various client scenarios. Prepare to discuss your approach to cashflow modelling and lifestyle financial planning. This will show that you're not only knowledgeable but also ready to engage with clients effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the training and development opportunities available, or how the team collaborates on projects. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
