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- Tasks: Support financial planners by writing reports and conducting in-depth research.
- Company: Join a supportive business focused on high-quality financial planning.
- Benefits: Enjoy up to £45k salary, 25 days holiday, birthday off, and corporate perks.
- Why this job: Great opportunity to grow your skills in a collaborative environment with potential for impact.
- Qualifications: 1 year of Paraplanning experience and report writing skills preferred; Level 4 Diploma is a plus.
- Other info: Life assurance and pension included.
The predicted salary is between 36000 - 54000 £ per year.
Within the role you will be providing high quality support for the team, working closely with the financial planners. You will be writing reports, conducting in-depth research on both existing and potential arrangements. In addition, if required you may be needed to prepare review packs and illustrations as well as keeping up to date with legislation.
This role is best suited to individuals that have been Paraplanning for at least 1 year with report writing experience ready to hit the ground running within the supportive business. Level 4 Diploma is desirable but not required. Salary up to £45k.
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Salary up to £45,000
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25 days holiday (Rising with length of service)
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Birthday off + Holiday purchase scheme
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Life assurance
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Pension
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Corporate eyecare
Paraplanner employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience in paraplanning during any conversations or networking opportunities. Connect with current or former employees of StudySmarter on LinkedIn to gain insights into the company culture and expectations.
✨Tip Number 2
Brush up on your report writing skills and be prepared to discuss specific examples of reports you've written in the past. This will demonstrate your ability to hit the ground running in this role.
✨Tip Number 3
Stay updated on the latest legislation affecting financial planning. Being knowledgeable about current regulations will show your commitment to the field and your readiness to support the team effectively.
✨Tip Number 4
Consider preparing a few thoughtful questions about the role and the team dynamics at StudySmarter. This will not only show your interest but also help 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 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in paraplanning and report writing. Provide specific examples of your previous work that demonstrate your ability to support financial planners effectively.
Showcase Research Skills: Since the role involves conducting in-depth research, include details about your research methodologies and any tools or resources you have used in the past to gather and analyze information.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements mentioned in the job description. Mention your familiarity with legislation and how you stay updated on industry changes.
Professional Presentation: Ensure that your application documents are well-organized and professionally presented. Use clear headings, bullet points for easy reading, and a consistent format throughout your CV and cover letter.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Report Writing Skills
Since the role involves writing reports, be prepared to discuss your previous experience in report writing. Bring examples of your work if possible, and be ready to explain your process and how you ensure accuracy and clarity.
✨Demonstrate Your Research Abilities
Highlight your ability to conduct in-depth research on financial arrangements. Be ready to discuss specific instances where your research has positively impacted a project or decision, showcasing your analytical skills.
✨Stay Updated on Legislation
The job requires keeping up to date with legislation. Make sure to mention any relevant training or resources you use to stay informed about changes in financial regulations, as this shows your commitment to compliance and professionalism.
✨Emphasize Team Collaboration
As you'll be working closely with financial planners, emphasize your teamwork skills. Share examples of how you've successfully collaborated with others in past roles, and express your enthusiasm for contributing to a supportive team environment.