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For Companies At a Glance
- Tasks: Support financial planners and create tailored financial plans for clients.
- Company: Join a respected firm specialising in financial advice for doctors.
- Benefits: Enjoy 23 days holiday, hybrid work, and support for Chartered status.
- Why this job: Be part of a vibrant team with clear progression and mentoring opportunities.
- Qualifications: Must have 2 years of paraplanning experience and Level 4 qualification.
- Other info: This role offers exposure to clients and a commitment to client-focused service.
An exciting opportunity has opened for a Paraplanner / Trainee Financial Adviser to join a highly regarded independent financial planning firm specialising in advising doctors on their financial needs.
What You'll Do:
- Support financial planners in preparing client reports and recommendations
- Conduct research and analysis on products and providers
- Manage client reviews, creating tailored financial plans
- Prepare technical financial documents for client meetings
Requirements:
- Minimum 2 years of paraplanning experience
- Level 4 Diploma qualified (or currently working towards it)
- Proficiency in financial planning software and excellent analytical skills
- Strong interpersonal skills and a commitment to client-focused service
Why Join Us?
- A clear progression path within a dynamic, supportive team
- Support to become Chartered (paid for by the company)
- Mentoring from a Financial Advisor and exposure to clients
- Hybrid working arrangement, with a blend of in-office and remote flexibility
- Focused exclusively on a rewarding and dedicated client base
If you're a passionate, detail-oriented paraplanner looking to advance to becoming a Financial Adviser / Paraplanner within a reputable firm, we'd love to hear from you!
Paraplanner employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with doctors. Attend relevant events or join online forums to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Familiarise yourself with the specific financial needs of doctors. Research common financial challenges they face and be prepared to discuss how you can help address these issues during your interviews.
✨Tip Number 3
Demonstrate your proficiency in financial planning software by showcasing any relevant projects or experiences. If possible, bring examples of reports or analyses you've completed to highlight your skills during discussions.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client service and progression opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and Level 4 qualifications. Emphasise any relevant skills, such as proficiency in financial planning software and analytical abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client-focused service. Mention why you are interested in working with doctors and how your experience aligns with the firm's values.
Highlight Relevant Experience: In your application, detail your previous roles and responsibilities related to paraplanning. Include specific examples of how you've supported financial planners and managed client reviews.
Showcase Your Interpersonal Skills: Since strong interpersonal skills are crucial for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
How to prepare for a job interview at Freedom Recruitment Capital
✨Showcase Your Experience
Make sure to highlight your 2 years of paraplanning experience during the interview. Be prepared to discuss specific examples of how you've supported financial planners and managed client reviews, as this will demonstrate your capability for the role.
✨Demonstrate Technical Proficiency
Since proficiency in financial planning software is crucial, be ready to talk about the tools you’ve used in the past. If possible, mention any specific software that the firm uses, showing that you've done your homework.
✨Emphasise Client-Focused Service
The firm values strong interpersonal skills and a commitment to client service. Prepare to share instances where you went above and beyond for clients, as this will illustrate your dedication to providing excellent service.
✨Express Your Career Aspirations
Since the firm offers a clear progression path and support to become Chartered, express your enthusiasm for advancing your career. Discuss your long-term goals and how you see yourself growing within the company.
