At a Glance
- Tasks: Prepare suitability reports and conduct research to support financial advisers.
- Company: Join a supportive and growing financial planning business in beautiful Harrogate.
- Benefits: Enjoy hybrid working, competitive salary, pension scheme, and 25 days holiday.
- Other info: Collaborative culture with genuine long-term career opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 2+ years paraplanning experience and strong knowledge of financial products.
The predicted salary is between 35000 - 45000 £ per year.
Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations. Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities.
Paraplanner Responsibilities:
- Preparing accurate suitability reports and client correspondence
- Conducting technical and comparative research
- Supporting advisers with client reviews and recommendations
- Ensuring all work meets FCA and compliance standards
- Managing multiple cases while maintaining high levels of accuracy
- Liaising professionally with advisers, clients, and third parties
About You
You will ideally have:
- Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services
- Strong technical knowledge of financial products and regulations
- Excellent analytical, organisational, and communication skills
- A proactive approach and the ability to work both independently and as part of a team
Benefits
- Competitive salary depending on experience
- Hybrid working
- Pension scheme
- Private Medical Cash Plan
- Death in Service benefit
- 25 days holiday plus
Paraplanner in London employer: Unity Resourcing Ltd
Unity Resourcing Ltd is an outstanding employer, offering a dynamic work environment in the heart of Harrogate. With a strong focus on employee development, we provide comprehensive training for new entrants to the automotive industry, ensuring that our Sales Executives not only excel in their roles but also enjoy a rewarding career path. Our commitment to exceptional customer service and a supportive team culture makes us a top choice for those seeking meaningful employment in a thriving sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Unity Resourcing Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Unity Resourcing Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Unity Resourcing Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Unity Resourcing Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Unity Resourcing Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Unity Resourcing Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Unity Resourcing Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
