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- Tasks: Join a close-knit team as a Part-time Paraplanner, working remotely on client files and reports.
- Company: Be part of a successful boutique financial planning practice in Leamington Spa.
- Benefits: Enjoy up to £40,000 salary, 20+ days holiday, and fully remote work options.
- Why this job: This role offers flexibility, a great culture, and the chance to grow in wealth management.
- Qualifications: Previous experience as a Paraplanner in Wealth Management is required.
- Other info: Negotiable salary based on experience and additional perks like exam support and pension contributions.
The predicted salary is between 24000 - 40000 £ per year.
Job Title: Part-time Paraplanner Industry: Wealth Management Location: Leamington Spa Salary: Up to £40,000 FTE (negotiable) Job reference: 9381 Job Description: Recruit UK are recruiting for a Part-time Paraplanner (fully remote working offered) to join a boutique and successful financial planning practice in Leamington Spa.This is an excellent opportunity for a Paraplanner, who is looking to work fully remotely and on a more part-time basis, to join a successful and close-knit team, and prestigious planning practice. As well as a chance to be a part of a great work culture. Duties will include but not be limited to: Preparing and maintaining client files and client reviews Building cash flow models Preparing recommendations and suitability reports Identifying areas for planning And more… Benefits: Salaries up to £40,000 FTE (negotiable dependent on experience) Fully remote working offered 20 days holiday plus bank holiday (FTE) – holiday increases 1 day per year served, up to 28 days Free parking Exam and study support DIS Pension contribution Skills and experience required: Paraplanner experience previously in a Wealth Management…
Part-time Paraplanner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-time Paraplanner
✨Tip Number 1
Make sure to highlight your experience in wealth management during any conversations or interviews. This role specifically seeks a Paraplanner with relevant experience, so be ready to discuss your past roles and how they relate to the responsibilities outlined.
✨Tip Number 2
Familiarize yourself with the latest trends and tools in financial planning and paraplanning. Being knowledgeable about current software and methodologies can set you apart from other candidates and show that you're proactive in your field.
✨Tip Number 3
Network with professionals in the wealth management industry. Engaging with others in the field can provide insights into the company culture and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 4
Prepare thoughtful questions about the company's work culture and team dynamics. Showing genuine interest in how the team operates and what makes it successful can demonstrate your enthusiasm for joining their close-knit environment.
We think you need these skills to ace Part-time Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner in Wealth Management. Focus on specific skills such as preparing client files, building cash flow models, and writing suitability reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to work in a remote, part-time role. Mention how your previous experience aligns with the duties listed in the job description.
Highlight Remote Work Skills: Since this position offers fully remote working, emphasize any previous remote work experience you have. Discuss your ability to manage time effectively and communicate well in a virtual environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Recruit UK
✨Showcase Your Paraplanning Experience
Make sure to highlight your previous experience as a Paraplanner in the wealth management sector. Be prepared to discuss specific examples of client files you've managed, cash flow models you've built, and reports you've prepared.
✨Demonstrate Your Remote Work Skills
Since this position offers fully remote working, emphasize your ability to work independently and manage your time effectively. Share any experiences you have with remote collaboration tools and how you stay organized while working from home.
✨Understand the Company Culture
Research the boutique financial planning practice and understand its values and culture. Be ready to explain why you would be a good fit for their close-knit team and how you can contribute to maintaining a positive work environment.
✨Prepare Questions About the Role
Prepare thoughtful questions about the role and responsibilities of a Part-time Paraplanner. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
