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- Tasks: Join our team as a Paraplanner, supporting financial advisers and clients with research and reporting.
- Company: Cavendish Maine is a Chartered Financial Planning firm dedicated to providing top-notch financial advice.
- Benefits: Enjoy a competitive salary up to £45,000 and potential hybrid working options.
- Why this job: This role offers a chance to grow your financial planning skills in a supportive environment.
- Qualifications: You need to be a Diploma Qualified Paraplanner with strong technical knowledge in Financial Planning.
- Other info: We value your application and will respond within 48 hours if you're selected for the next steps.
The predicted salary is between 27000 - 63000 £ per year.
This Chartered Financial Planners provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team. Role and Responsibilities: Receiving and actioning instructions from Advisers following client meetings. Interpreting and analysing data obtained by Advisers. Carrying out research and providing recommendations to meet client needs. Load cases onto relevant platforms. Preparation of suitability reports ensuring a high level of accuracy and care. Keeping up to date with all relevant product, legislative and technical changes. The role is predominantly office based, although hybrid working will be considered. The Individual: The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status. Salary: Up to £45,000 (Depending On Experience) Plus Company Benefits Contact: Karen Cummins Reference: KC/87044 Candidate Care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine JBRP1_UKTJ
Cavendish Maine | Paraplanner employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Cavendish Maine | Paraplanner
✨Tip Number 1
Make sure you have a solid understanding of the financial planning process and the specific responsibilities of a Paraplanner. Familiarize yourself with the tools and platforms commonly used in the industry, as this will help you hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current Paraplanners and Advisers. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest legislative changes and product developments in financial planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous experience that showcase your analytical skills and attention to detail. Being able to articulate how you've successfully supported Advisers in the past will set you apart from other candidates.
We think you need these skills to ace Cavendish Maine | Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner as outlined in the job description. Highlight your relevant experience and skills that align with these responsibilities.
Tailor Your CV: Customize your CV to reflect your qualifications as a Diploma Qualified Paraplanner. Emphasize your technical knowledge in financial planning and any experience with preparing suitability reports.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the position and how your background makes you a great fit for the team at Cavendish Maine. Mention your desire to obtain Chartered Status if applicable.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Cavendish Maine
✨Understand the Role
Make sure you have a clear understanding of the Paraplanner role and its responsibilities. Familiarize yourself with the tasks such as preparing suitability reports and interpreting data, as this will help you demonstrate your knowledge during the interview.
✨Showcase Your Technical Knowledge
Since the position requires strong technical knowledge in Financial Planning, be prepared to discuss your qualifications and experiences. Highlight any relevant certifications, especially your Diploma, and express your desire to obtain Chartered Status.
✨Research the Company
Take some time to research Cavendish Maine and their approach to financial planning. Understanding their values and services will allow you to tailor your answers and show that you are genuinely interested in being part of their team.
✨Prepare Questions
Prepare insightful questions to ask at the end of the interview. This could include inquiries about their approach to client needs or how they keep up with legislative changes. Asking questions shows your enthusiasm and engagement with the role.
