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- Tasks: Join our team as a paraplanner, supporting Financial Planners with reports and research.
- Company: Be part of a leading financial planning arm of a major accountancy practice.
- Benefits: Gain valuable experience in a dynamic environment with potential for growth.
- Why this job: Work closely with experts, impacting high-net-worth clients while developing your skills.
- Qualifications: Ideal for those with a passion for finance and strong analytical skills.
- Other info: Immediate application encouraged if you meet the requirements!
The predicted salary is between 28800 - 43200 £ per year.
This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle. Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients. You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and p Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Please click on the apply button to read the full job description
Paraplanner - Newcastle employer: MI Search
Contact Detail:
MI Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Newcastle
✨Tip Number 1
Familiarize yourself with the latest financial planning software and tools. Being proficient in these technologies can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in Newcastle. Attend local finance events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Stay updated on compliance regulations and best practices in financial planning. Demonstrating your knowledge in this area during interviews can show that you are detail-oriented and committed to providing high-quality service.
✨Tip Number 4
Prepare to discuss specific case studies or examples of how you've contributed to financial planning solutions in the past. This will help you illustrate your experience and problem-solving skills effectively.
We think you need these skills to ace Paraplanner - Newcastle
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a paraplanner, especially in relation to providing holistic financial planning solutions. Familiarize yourself with the specific requirements mentioned in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience you have in financial planning, preparing suitability reports, or conducting technical research. Use specific examples to demonstrate your skills.
Showcase Compliance Knowledge: Since compliance is a key part of the role, mention any relevant knowledge or experience you have regarding compliance policies in financial planning. This will show that you are well-prepared for the position.
Tailor Your Application: Customize your application materials to reflect the language and values of the company. Use keywords from the job description to ensure your application stands out and aligns with what they are looking for.
How to prepare for a job interview at MI Search
✨Understand the Role
Make sure you have a clear understanding of what a paraplanner does, especially in the context of financial planning. Familiarize yourself with the responsibilities like preparing suitability reports and conducting technical research.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with compliance policies and any relevant software tools. Highlight specific examples where you've successfully navigated complex financial scenarios.
✨Demonstrate Team Collaboration
Since you'll be working closely with Financial Planners, emphasize your ability to collaborate effectively. Share examples of how you've worked as part of a team to achieve common goals.
✨Prepare Questions
Have thoughtful questions ready about the company's approach to financial planning and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
