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
Paraplanning Professional. Job in Blaby LilyLifestyle Jobs in Whetstone employer: United Cerebral Palsy of Georgia
Join a thriving Financial Services firm in South Leicester as a Paraplanning Professional, 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 a strong emphasis on employee development, making it an ideal place for both experienced and aspiring paraplanners to grow their careers while contributing to meaningful client outcomes.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Professional. Job in Blaby LilyLifestyle Jobs in Whetstone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment, retirement, and pension products. We want you to feel confident discussing these topics, as they’re crucial for the Paraplanner role.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple cases or projects simultaneously. This will demonstrate that you can handle the workload effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanning Professional. 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 paraplanning and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Showcase Your Skills:Don’t forget to mention your experience with cash flow modelling and managing complex cases. We’re keen on candidates who can juggle multiple tasks, so let us know how you handle your workload!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application 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 not just familiar with the basics but can also handle complex cases.
✨Showcase Your Paraplanning Skills
Prepare examples of your previous paraplanning duties, especially around creating bespoke suitability reports and conducting fund performance analysis. This will help demonstrate your hands-on experience and how you can add value to their team.
✨Organise Your Thoughts
Since the role involves managing multiple cases, practice articulating how you prioritise tasks and manage your workload. Use specific examples to illustrate your organisational skills and ability to meet deadlines.
✨Be a Team Player
While you'll need to show your independence, don't forget to highlight your ability to work within a team. Share experiences where you've collaborated effectively with others, as this is key in a supportive environment like theirs.
