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- Tasks: Join a dynamic team as a Paraplanner, preparing recommendations and conducting in-depth research.
- Company: Work with a reputable wealth planner known for exceptional client service and high ethical standards.
- Benefits: Enjoy a competitive salary, structured bonuses, generous leave, pension contributions, and professional development support.
- Why this job: This role offers career progression towards becoming a Financial Advisor in a vibrant, client-focused environment.
- Qualifications: Must have 2 years' paraplanning experience and a Level 4 Diploma or commitment to qualification.
- Other info: Proficiency in MS Office, especially Excel, is preferred. Don't miss this chance to advance your career!
The predicted salary is between 22800 - 42000 £ per year.
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
With their whole of market strategies and advice, coupled with their personalised service, my client has established themselves as the go-to wealth planner in their community.
My client is searching for a skilled and passionate Paraplanner who is eager to grow and advance towards becoming a Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.
As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of recommendations, conducting in-depth research, and ensuring adherence to company standards. Your responsibilities will encompass collaborating with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds. You’ll also be tasked with reviewing contracts, maintaining meticulous records, and conducting annual reviews for our valued clients.
To thrive in this role as a Paraplanner, you’ll need at least 2 years’ experience as a paraplanner, along with a Level 4 Diploma or a commitment to working towards qualification. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred.
In return for your expertise and dedication, our client offers a competitive salary, structured bonus, generous annual leave, pension contributions, professional development support, and flexible benefits. Don’t let this fantastic opportunity pass you by! Take the next step in your financial planning career and apply today.
For a confidential discussion about this exciting opportunity, please contact Joanna Clark.
Paraplanner route to Financial Advisor - Near Swanley - £38K - Career Progression - Study Aid + ... employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner route to Financial Advisor - Near Swanley - £38K - Career Progression - Study Aid + ...
✨Tip Number 1
Familiarize yourself with the company's values and client-centric approach. Understanding their commitment to quality and exceptional service will help you align your responses during interviews and demonstrate that you're a great fit for their team.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who have experience as paraplanners or financial advisors. They can provide valuable insights into the role and may even refer you to opportunities within their networks.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and investment strategies will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 4
Prepare to discuss specific examples of your previous work as a paraplanner. Highlight your attention to detail and how you've contributed to successful client outcomes, as this will showcase your skills and readiness for the role.
We think you need these skills to ace Paraplanner route to Financial Advisor - Near Swanley - £38K - Career Progression - Study Aid + ...
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Paraplanner position. Highlight your relevant experience and how it aligns with the role.
Tailor Your CV: Customize your CV to emphasize your paraplanning experience, Level 4 Diploma, and any relevant skills in financial planning. Use specific examples that demonstrate your attention to detail and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your eagerness to grow into a Financial Advisor. Mention your commitment to quality service and how you can contribute to the company's success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in this industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Be prepared to discuss your previous experience as a paraplanner in detail. Highlight specific projects or tasks where you demonstrated your skills in research, analysis, and client communication.
✨Demonstrate Your Knowledge
Familiarize yourself with key financial planning areas relevant to the role. Be ready to discuss current market trends and how they might impact client recommendations.
✨Emphasize Attention to Detail
Since this role requires meticulous record-keeping and contract reviews, provide examples of how you've maintained accuracy in your previous work. This will show your potential employer that you understand the importance of detail in financial planning.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client service and professional development opportunities. This demonstrates your genuine interest in the role and the company’s values.
