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- Tasks: As a Paraplanner, you'll analyze info and create suitability reports for clients.
- Company: Join a growing Chartered IFA practice in Cheshire with exciting expansion plans.
- Benefits: Enjoy up to £45k salary, hybrid work, flexible hours, and study support.
- Why this job: This role offers growth opportunities and a chance to become a Financial Advisor in 2-3 years.
- Qualifications: Minimum 1 year experience; Level 4 diploma preferred or close to achieving it.
- Other info: Be part of a supportive team focused on your professional development.
The predicted salary is between 36000 - 54000 £ per year.
Paraplanner, Hybrid, Cheshire, Up to £45k This role is for you if you’re a Paraplanner with a minimum of 1 years’ experience that wants to be part of a growing Chartered IFA practice as a paraplanner where you should wish, there is an opportunity to be a Financial Advisor in 2-3 years’ time. Preferably you will have your Level 4 diploma or be close to achieving it, and the business will provide you with study support should you need it. You will benefit from joining a large team where you will receive guidance, study and exam support, hybrid working, flexible hours, and a business that cares about your growth. The Business The business is a Chartered IFA that is based in the north of Cheshire. The business has exciting growth plans within the next few years and seeks to expand their Paraplanning team. The Role As a Paraplanner, you will have a wide range of duties which would include analysing information and conducting research to produce appropriate suitability reports, providing records to support research undertaken, preparation of existing client files for reviews, and proposing and drafting financial solutions that meet the client’s goals, needs, and objectives. The Benefits Up to £45k Progression route into a Financial Advisor role. Hybrid working available. S…
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 as a Paraplanner in your conversations. Since the role requires a minimum of 1 year of experience, be ready to discuss specific projects or tasks you've handled that demonstrate your skills and knowledge.
✨Tip Number 2
Familiarize yourself with the Chartered IFA practice's values and growth plans. Showing that you understand their mission and how you can contribute to their expansion will set you apart from other candidates.
✨Tip Number 3
Express your interest in professional development during your discussions. Since the business offers study support for achieving your Level 4 diploma, mentioning your commitment to furthering your qualifications can demonstrate your long-term potential.
✨Tip Number 4
Network with current employees or alumni from the company if possible. Getting insights about the team dynamics and culture can help you tailor your approach and show that you're a good fit for their collaborative environment.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Emphasize any specific skills or achievements that align with the job description, such as your ability to analyze information and conduct research.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your Level 4 diploma status and express your eagerness to grow within the company, including your interest in becoming a Financial Advisor.
Highlight Teamwork and Growth Mindset: In your application, emphasize your ability to work within a team and your commitment to personal and professional growth. Mention how you value guidance and support, which aligns with the company's culture.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the Paraplanning role.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Experience
Make sure to highlight your relevant experience as a Paraplanner. Discuss specific projects or tasks you've handled that demonstrate your analytical skills and ability to produce suitability reports.
✨Demonstrate Your Knowledge
Be prepared to discuss financial concepts and regulations that are pertinent to the role. Showing that you have a solid understanding of the industry will impress the interviewers.
✨Express Your Career Goals
Since there is an opportunity to progress into a Financial Advisor role, share your career aspirations. This shows that you are motivated and see a future with the company.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and the support they provide for professional development. This demonstrates your interest in the role and the organization.
