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 £30,000-£35,000, generous bonuses, 25 days holiday, and exam support.
- Other info: Flexible office environment with opportunities for career advancement.
- Why this job: Join a growth-minded team and develop your skills in financial planning.
- Qualifications: 12 months paraplanning experience or relevant admin role; ambition to progress.
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. 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 recognises that they've not achieved this alone – it's a team effort. The team has got 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 are now. 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. Training, empowerment and learning are a huge part of that.
Package & benefits
- Starting salary £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.
- There is also pension, DIS (x4) and support with exams.
- 25 days of holiday and the office shuts down over Christmas, giving you an extra 2–3 days off each year.
- Office-based with some flexibility; primarily an in-office role in Leeds to benefit from being around experienced planners and paraplanners. There is some work-from-home one day a week, but you will be in the Leeds office most of the time.
What you'll do
- Work with the firm's two planners who advise clients with £1m+.
- Have lots of client contact and be involved with cashflow modelling and lifestyle financial planning.
- Long-term career progression: initially focus on becoming a brilliant paraplanner; the culture is growth-minded with an inspirational boss.
What you'll need
- Around 12 months dedicated paraplanning experience would be helpful. If not, you'll currently be in an IFA/financial planning admin-focused role with exposure to writing suitability reports, research or technical work.
- You'll be ambitious and keen to become level 4 and beyond, recognizing it's a process that requires time, support and encouragement.
Junior Paraplanner. Job in Leeds LilyLifestyle Jobs in Morley employer: United Cerebral Palsy of Georgia
Join a forward-thinking IFA business in Leeds that prioritises employee growth and development, led by an inspirational founder who values teamwork and collaboration. With a supportive culture that encourages training and progression, you'll have the opportunity to evolve from a Junior Paraplanner into a seasoned professional while enjoying competitive benefits, including a generous salary, bonuses, and a healthy work-life balance with 25 days of holiday and flexible working arrangements.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner. Job in Leeds LilyLifestyle Jobs in Morley
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company culture and the team you'll be working with. Think about how your experience aligns with their values and be ready to share examples of your work. Show them you’re not just looking for any job, but that you want to be part of their fantastic team.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’d be a perfect fit for their team. Keep it friendly and professional!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Junior Paraplanner. Job in Leeds LilyLifestyle Jobs in Morley
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for the role shine through. We want to see that you're genuinely excited about becoming a Junior Paraplanner and how you can contribute to our team.
Tailor Your CV:Make sure your CV is tailored to the job description. Highlight any relevant experience, especially if you've worked in an IFA or financial planning admin role. We love seeing how your background aligns with what we're looking for!
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it's relevant, and make sure to proofread for any typos or errors.
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 it gets into the right hands. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specific services offered by the firm. Familiarise yourself with cashflow modelling and lifestyle financial planning, as these are key aspects of the role you'll be discussing.
✨Show Your Ambition
Express your eagerness to grow within the company. Talk about your goals, like becoming level 4 and beyond, and how you see yourself contributing to the team’s success. This shows you're not just looking for a job, but a career.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's culture and training opportunities. This demonstrates your interest in their growth-minded approach and helps you gauge if it’s the right fit for you.
✨Be Yourself
The firm values a good team culture, so let your personality shine through. Be genuine in your responses and show that you’re a team player who can contribute positively to their supportive environment.
