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- Tasks: Join our team as a Paraplanner and support financial planning efforts.
- Company: We're a dynamic financial planning firm in South Hampstead, London.
- Benefits: Enjoy hybrid work, medical benefits, and a supportive team culture.
- Why this job: This role offers excellent training and growth opportunities in a thriving industry.
- Qualifications: 2+ years in Financial Advisory; Level 4 Diploma preferred.
- Other info: Flexible working arrangements to fit your lifestyle.
The predicted salary is between 24000 - 32000 £ per year.
Position: Paraplanner Location: South Hampstead, London (Hybrid) Salary: £30,000 – £40,000, depending on experience This company is a rapidly expanding group of companies, with this role based in the South Hampstead, London office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Paraplanner. This is an exciting opportunity to further your career in financial planning, with excellent training and development prospects. We’re looking to speak with individuals who have: 2+ years of working in a Financial Advisory practice, in a Paraplanner or Junior Paraplanner capacity. Ideally Level 4 Diploma in Financial Planning qualified, or close to completion. Knowledge of UK Compliance regulations A proactive, team-oriented approach. What they offer: A full training and development plan Comprehensive benefits package including medical and dental cover Hybrid working Christmas and new year business closure A dynamic, friendly, and supportive team culture. Flexible working arrangements to suit your lifestyle. Ready to apply?If you’re excited about continuing your career in f…
Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience in a Financial Advisory practice. Since they are looking for someone with at least 2 years of relevant experience, be prepared to discuss specific projects or tasks you've handled that demonstrate your skills as a Paraplanner.
✨Tip Number 2
Familiarize yourself with UK Compliance regulations. This knowledge is crucial for the role, so consider brushing up on any recent changes or updates in the regulations to show your commitment and expertise during discussions.
✨Tip Number 3
Emphasize your proactive and team-oriented approach. Prepare examples of how you've successfully collaborated with colleagues in the past, as this will resonate well with their dynamic team culture.
✨Tip Number 4
Express your enthusiasm for training and development opportunities. Since the company offers excellent training plans, showing your eagerness to learn and grow within the financial planning field can set you apart from other candidates.
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 in financial advisory practices. Emphasize your 2+ years of experience and any qualifications, especially if you have a Level 4 Diploma in Financial Planning or are close to completion.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your proactive approach and team-oriented mindset, and explain how your skills align with their needs.
Highlight Compliance Knowledge: Since knowledge of UK Compliance regulations is important for this role, make sure to include any relevant experience or training you have in this area in both your CV and cover letter.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammar errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Heat Recruitment
✨Show Your Financial Knowledge
Make sure to brush up on your knowledge of UK compliance regulations and financial planning principles. Be prepared to discuss how your experience aligns with the requirements of the role, especially if you have a Level 4 Diploma in Financial Planning or are close to completion.
✨Demonstrate Team Spirit
Since the company values a proactive, team-oriented approach, be ready to share examples of how you've successfully collaborated with others in previous roles. Highlight any experiences where you contributed to a team project or supported colleagues.
✨Express Enthusiasm for Development
This role offers excellent training and development prospects, so express your eagerness to learn and grow within the company. Discuss any specific areas of financial planning you are particularly interested in developing further.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training programs, and future growth plans. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
