At a Glance
- Tasks: Support Financial Advisors with research, analysis, and report writing for clients.
- Company: Join a friendly, independent financial services firm in South Leicester.
- Benefits: Earn up to £40,000, enjoy 25 days holiday, and work from home options.
- Other info: Modern office with gym facilities and regular team events for a fun work culture.
- Why this job: Make a real difference in clients' financial planning while growing your career.
- Qualifications: Experience in paraplanning or a desire to learn; Level 4 Diploma in Financial Planning preferred.
The predicted salary is between 35000 - 40000 £ per year.
This Paraplanner job in South Leicester provides the opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertakes cash flow modelling; therefore, individuals with experience or desire to undertake this would be beneficial.
Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long-serving members who enjoy being part of the business.
Paraplanner Requirements
- This role is open to experienced or Trainee Paraplanners.
- You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis.
- You should have a good understanding of investment, retirement and pension products in relation to financial planning.
- You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent.
- You should have an organised approach to your work and be able to handle multiple cases simultaneously.
- You should be confident working independently and within a team.
Paraplanner Benefits
- Salary of up to £40,000 depending on experience.
- Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities.
- Up to 2 days from home, after completion of probation.
- 25 days holiday plus bank holidays.
- 37.5 hours per week, Monday to Friday.
- Working within a business that is passionate about helping their clients.
- Regular paid team events throughout the year to get involved in.
Locations South Leicester
Paraplanner. Job in Blaby LilyLifestyle Jobs in Whetstone employer: United Cerebral Palsy of Georgia
Join a thriving Financial Services firm in South Leicester as a Paraplanner, where you will be part of a supportive team dedicated to delivering exceptional financial planning advice. Enjoy a modern work environment with excellent facilities, flexible working options, and generous holiday allowances, all while contributing to a culture that values collaboration and employee growth. With opportunities for professional development and a focus on client satisfaction, this role offers a meaningful and rewarding career path.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner. Job in Blaby LilyLifestyle Jobs in Whetstone
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work as Financial Advisors or Paraplanners. Attend local events or join online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Showcase your skills! Create a portfolio that highlights your paraplanning experience, including any reports or analyses you've done. This will give potential employers a clear idea of what you can bring to their team.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of investment, retirement, and pension products. Be ready to discuss how you manage complex cases and your approach to cash flow modelling, as these are key aspects of the role.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it makes it easier for us to keep track of your application and get back to you quickly.
We think you need these skills to ace Paraplanner. Job in Blaby LilyLifestyle Jobs in Whetstone
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning, report writing, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills:In your application, don’t forget to showcase your skills in managing multiple cases and your understanding of investment products. We’re keen to see how you handle complex cases and your approach to cash flow modelling.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Products
Make sure you brush up on your knowledge of investment, retirement, and pension products. Being able to discuss these confidently will show that you're serious about the role and understand the core aspects of financial planning.
✨Showcase Your Paraplanning Skills
Prepare examples of your previous paraplanning duties, especially around creating suitability reports and conducting fund performance analysis. This will help demonstrate your hands-on experience and how you can contribute to the team.
✨Demonstrate Organisational Skills
Since managing multiple cases is key in this role, be ready to talk about how you prioritise tasks and manage your workload. Share specific strategies or tools you use to stay organised and meet deadlines.
✨Be a Team Player
While you'll need to work independently, showing that you can collaborate effectively with Financial Advisors is crucial. Prepare to discuss how you've worked within a team in the past and how you can contribute to a positive team environment.
