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- Tasks: Support Senior Financial Advisors with paraplanning tasks and ensure top-notch client service.
- Company: Join a fast-growing financial planning firm in the Midlands with a dynamic team.
- Benefits: Enjoy hybrid working options and a supportive back office team structure.
- Why this job: Be part of a thriving company that values compliance and client satisfaction.
- Qualifications: No specific qualifications required; enthusiasm and willingness to learn are key!
- Other info: This role offers a unique chance to grow within a rapidly expanding industry.
The predicted salary is between 28800 - 43200 £ per year.
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.
Paraplanner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and software that the firm uses. Being knowledgeable about these systems can give you an edge during interviews, as it shows your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Engaging with them on platforms like LinkedIn can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest regulations and compliance standards in financial planning. Demonstrating your knowledge of these areas during discussions can highlight your commitment to client service and compliance.
✨Tip Number 4
Prepare thoughtful questions about the firm's growth and how the Paraplanner role fits into their future plans. This shows your genuine interest in the company and helps you stand out as a candidate who is invested in their success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities, such as providing paraplanning support and ensuring compliance, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning or paraplanning roles. Mention specific tasks you've handled that align with the responsibilities outlined in the job description.
Showcase Your Skills: Make sure to highlight skills that are crucial for a Paraplanner, such as attention to detail, analytical abilities, and strong communication skills. Use examples from your past work to demonstrate these skills effectively.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you're interested in this Paraplanner role and how you can contribute to the firm's growth. Be sure to mention your understanding of client service and compliance, as these are key aspects of the job.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and regulations. Being able to discuss these confidently will show that you understand the role and can support the Senior Financial Advisors effectively.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. Be prepared to discuss examples from your past work where your meticulousness made a difference, especially in compliance and client service.
✨Showcase Your Communication Skills
You'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms, as this will be key when liaising with clients and advisors.
✨Prepare Questions About the Firm
Research the firm’s values, culture, and growth plans. Asking insightful questions about their infrastructure and how you can contribute to their 2:1 back office team ratio will demonstrate your genuine interest in the role.
