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Paraplanner

Job details

Location

Clarity Wealth Limited, Beechwood House, Beechwoods Estate, Roundhay, Leeds, LS8 2LQ

Pay

£35,000 – £45,000 a year

Job type

Full-time, Permanent

Shift

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

Location

Clarity Wealth Limited, Beechwood House, Beechwoods Estate, Roundhay, Leeds, LS8 2LQ

Pay

£25,000

Job type

Full-time, Permanent

Shift

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: Graduate Trainee

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 team environment, we provide support and opportunities for both professional growth and personal development.

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:

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