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For Companies At a Glance
- Tasks: As a Paraplanner, you'll craft tailored financial advice alongside experienced IFA's.
- Company: Join a family-run IFA firm on the Isle of Wight, known for its supportive culture.
- Benefits: Enjoy flexible working, ongoing training, and a competitive salary package.
- Why this job: Make a real impact in clients' lives while growing in a collaborative environment.
- Qualifications: No prior experience needed; just a passion for finance and helping others.
- Other info: Remote work options available, perfect for students seeking flexibility.
The predicted salary is between 30000 - 40000 £ per year.
Job Description
PARAPLANNER
Remote / Home Based
£36,000 – £40,000
At our client's well-established, family-run IFA firm based on the Isle of White, they believe that great client service starts with a great team. That is why they have built a close-knit, friendly and supportive environment where every team member is valued, empowered, and encouraged to grow.
As a Paraplanner – or someone aspiring to become one – you will play a vital role in delivering the high quality, client-focused advise we are known for. You will work alongside experienced IFA’s, contributing your knowledge and expertise to help shape and prepare tailored financial advice solutions that truly make a difference in our clients’ lives.
Our client offers:
- A collaborative culture where your voice is heard and your work appreciated
- Flexible working arrangements to support a health work-life balance
- Ongoing professional development including free training courses to support your Level 4 or Level 6 qualifications if not already attained.
- A competitive salary package reflecting your experience and commitment.
- The oportunity to work remotely
For more information on this exciting opportunity please send your CV to Colan Miles
Paraplanner employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend relevant webinars or local meetups to build connections and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and tools used in paraplanning. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider reaching out to current employees at the firm for an informational chat. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand what a Paraplanner does. Familiarise yourself with the responsibilities and skills required for the role, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise any previous roles in financial services or related qualifications that demonstrate your capability as a Paraplanner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you are interested in working for a family-run IFA firm and how you can contribute to their client-focused approach.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Pinstripe Personnel
✨Understand the Role
Before the interview, make sure you have a solid understanding of what a Paraplanner does. Familiarise yourself with the key responsibilities and how they contribute to client service. This will help you articulate your interest and suitability for the role.
✨Showcase Your Knowledge
Be prepared to discuss financial concepts and demonstrate your knowledge of financial planning. Highlight any relevant qualifications or training you've undertaken, especially if you're working towards Level 4 or Level 6 qualifications.
✨Emphasise Teamwork
Since the firm values a collaborative culture, be ready to share examples of how you've successfully worked in teams in the past. Discuss how you can contribute to a supportive environment and how you value input from others.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, ongoing professional development opportunities, and how they support work-life balance. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.
