RECRUITMENT AGENCIES PLEASE PLEASE DO NOT CALL OR EMAIL WE DO NOT USE RECRUITMENT AGENCIES
Careers
Paraplanner
Job details
Clarity Wealth Limited, Beechwood House, Beechwoods Estate, Roundhay, Leeds, LS8 2LQ
£35,000 – £45,000 a year
Full-time, Permanent
Monday to Friday
Benefits
- Competitive salary
- Annual Bonus
- Pension plan
- Life insurance
- Professional development opportunities (e.g., training, conferences)
- Company social events
- On site parking at our new office
How to Apply
Please send applications with a covering letter to service@claritywealth.co.uk
Clarity Wealth Limited: Elevate Your Career in Financial Planning
Job Description: Paraplanner
Clarity Wealth Limited is an energetic, professional, and happy team passionate about helping our clients achieve their financial goals. As a growing business, we offer ongoing career opportunities and personal development in a supportive, collaborative environment.
We are seeking a Paraplanner to join our dynamic team in our stunning new office at Beechwood House, Roundhay, Leeds. This historic property has been newly refurbished to provide a fantastic working environment that blends modern facilities with beautiful surroundings, offering a truly inspiring place to work. The role also offers the flexibility to work from home part of the week, ensuring a great work-life balance.
Key Responsibilities:
- Analyse existing financial products, research suitable solutions, and prepare recommendations through complex report writing.
- Conduct research on providers and investments while managing the entire process from initial client meeting to implementation.
- Use financial planning tools and software, including financial modelling.
- Handle adviser requests, client service requests, and administrative duties.
- Offer technical expertise in investment planning, pension crystallisation, compliance, and personal taxation.
What We’re Looking For:
- Ideally Diploma Level 4 qualified, with a desire to achieve Chartered or Certified status.
- Minimum 2 years’ experience in a similar role (preferred).
- Strong technical financial knowledge, including personal taxation, whole-of-market product research, and complex report writing.
- Self-motivated and able to work independently to achieve agreed outcomes.
- This role may also suit an existing financial adviser looking to transition.
Why Join Us?
- Competitive salary: £35,000 – £45,000 based on experience.
- Yearly bonus.
- Pension plan and life insurance.
- Enhanced holiday entitlement, including birthdays off.
- Professional development opportunities, including certifications and training.
- Regular company social events and on-site parking.
- Workplace Culture, we take pride in our close and friendly approach with both clients and colleagues, ensuring you feel valued and supported.
- Fantastic Location, Beechwood House is located in the heart of Roundhay, surrounded by green spaces and excellent amenities. It’s a place you’ll love coming to work.
- Flexibility, Enjoy a hybrid working model with the option to split your time between our amazing office and home.
- Career Development, we’ll pay for your exams to achieve Chartered or Certified status and provide a close support structure for your growth.
No recruitment agencies, please.
If you’re looking to join a growing firm that values its people as much as its clients, apply today with your CV and a covering letter.
Job Types: Full-time, Permanent
Salary: £35,000-£45,000 per year
PLEASE PROVIDE A COVERING LETTER TO SUPPORT YOUR APPLICATION
NO RECRUITMENT AGENCIES PLEASE
Job Types: Full-time, Permanent
Paraplanning: 2 years (required)
PLEASE PROVIDE A COVERING LETTER TO SUPPORT YOUR APPLICATION
STRICTLY NO RECRUITMENT AGENCIES PLEASE
Graduate Trainee
Job details
Clarity Wealth Limited, Beechwood House, Beechwoods Estate, Roundhay, Leeds, LS8 2LQ
£25,000
Full-time, Permanent
Monday to Friday
Benefits
- Competitive salary
- Annual Bonus
- Pension plan
- Life insurance
- Professional development opportunities (e.g., training, conferences)
- Company social events
- On site parking at our new office
How to Apply
Please send applications with a covering letter and CV to service@claritywealth.co.uk
Job Description
Clarity Wealth Limited: Elevate Your Career in Financial Planning
Job description
We are Clarity Wealth Limited, a dynamic independent financial advisory firm passionate about helping our clients achieve their financial goals. With a close-knit, friendly and hardworking client focussed team environment, we provide support and opportunities for both professional growth and personal development. We value hard work, commitment and growth and will provide a very supportive environment for the right candidate.
Due to the hands-on training and close support, the role is initially office-based at our newly refurbished offices at Beechwood House in Roundhay, Leeds, The breadth of experience you will gain in your first 12 months is unmatched, due to our collaborative culture and the full-cycle advice process you’ll be part of. Therefore if you are not able to commute on a daily basis this will not be suitable for you.
As a Graduate Financial Planner at Clarity Wealth Limited, you will embark on a structured development programme designed to transition you into either a fully qualified and Chartered Financial Planner or a Paraplanner, depending on your suitability and preferences. This program offers a unique opportunity to learn the industry from the inside while providing comprehensive administrative support, managing client relationships, and assisting with research and compliance.
Key Responsibilities:
- Provide comprehensive administrative support to IFA(s) (Independent Financial Advisers).
- Manage client relationships, including scheduling appointments and handling inquiries.
- Process new business applications and maintain accurate client records.
- Prepare and submit regulatory paperwork.
- Coordinate with product providers and third-party organizations.
- Assist with research and analysis of financial products to support recommendations.
- Ensure compliance with industry regulations and company policies.
- Maintain a professional, organized, and efficient work environment.
Career Development Options:
- Financial Planner: Progress through professional qualifications, eventually becoming a fully qualified and Chartered Financial Planner.
- Paraplanner: For those more suited to behind-the-scenes research and report creation, the program offers a tailored path to becoming a professional Paraplanner.
Requirements:
- Recently graduated (2:1 or higher ) in finance, economics, or a related field.
- Strong interest in financial planning and wealth management.
Skills Required:
- Strong communication and interpersonal skills.
- Excellent attention to detail and accuracy.
- Willingness to work in an office environnment to ensure a cooperative learning environment
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
- IT proficient with ability to adapt and use multiple types of software
- Ability to maintain professionalism and organization in a dynamic environment.
Why Choose Clarity Wealth Limited?
We offer a starting salary of £25,000, with the actual salary offered being negotiable based on experience and qualifications. Other benefits include:
- Yearly bonus.
- Enhanced holiday entitlement, including birthdays off.
- Pension plan and life insurance.
- Professional development opportunities (e.g., training, conferences).
- Regular company social events.
- On-site parking at our new office in Roundhay.
No recruitment agencies, please.
If you’re ready to take the next step in your career and join a company that values your growth, apply now with your CV and covering letter.
Job Type: Full-time, Permanent
Salary: £25,000
Schedule: Monday to Friday
PLEASE PROVIDE A COVERING LETTER TO SUPPORT YOUR APPLICATION
STRICTLY NO RECRUITMENT AGENCIES PLEASE
Job Types: Full-time, Graduate
Additional pay:
- Yearly bonus
Benefits:
- Additional leave
- Company pension
- Financial planning services
- Free parking
- Life insurance
- On-site parking
Schedule:
- Monday to Friday
Application question(s):
- Do you have at least a 2:1 or higher in a finance based role?
Education:
- Bachelor’s (required)
Work Location: In person
PLEASE PROVIDE A COVERING LETTER TO SUPPORT YOUR APPLICATION
STRICTLY NO RECRUITMENT AGENCIES PLEASE