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- Tasks: Support Chartered Financial Planners with technical tasks and client documentation.
- Company: Join a prestigious Chartered Financial Planning firm in London.
- Benefits: Enjoy hybrid work options and a supportive team environment.
- Why this job: Gain valuable experience in finance while contributing to clients' financial success.
- Qualifications: No specific qualifications required; enthusiasm and willingness to learn are key.
- Other info: Be part of a dynamic team dedicated to professional growth and excellence.
The predicted salary is between 28800 - 43200 £ per year.
This hybrid-based Paraplanner job in London provides the opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
As a Paraplanner, you will be focused on providing technical support including:
- Preparing and writing reports
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
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current Paraplanners and Chartered Financial Planners. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and tools used in paraplanning. Being knowledgeable about software and compliance requirements will make you stand out as a candidate who is ready to contribute from day one.
✨Tip Number 3
Consider reaching out directly to the firm’s current employees on platforms like LinkedIn. Ask them about their experiences and what they look for in a Paraplanner. This can provide you with valuable information that you can use during interviews.
✨Tip Number 4
Stay updated on industry trends and news. Being able to discuss recent developments in financial planning during your conversations or interviews will demonstrate your passion and commitment to the field.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the specific responsibilities and skills required for the Paraplanner position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Tailored CV: Ensure your CV is tailored to the Paraplanner role. Emphasise relevant experience in financial planning, technical support, and any qualifications that demonstrate your expertise in this area.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention specific reasons why you want to work for this Chartered Financial Planning firm and how you can contribute to their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts and technical skills. Brush up on relevant regulations, products, and strategies that are commonly used in the industry.
✨Showcase Your Communication Skills
You'll be working closely with Chartered Financial Planners and clients, so it's essential to communicate clearly and effectively. Prepare examples of how you've successfully communicated complex information in the past.
✨Demonstrate Teamwork
Since you'll be part of a support staff team, highlight your ability to work collaboratively. Share experiences where you contributed to a team project or supported colleagues in achieving their goals.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the firm's culture, values, and expectations for the Paraplanner role. This shows your genuine interest and helps you assess if it's the right fit for you.
