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- Tasks: Support advisers with technical tasks and complex casework to help clients achieve financial goals.
- Company: Join a respected boutique financial advisory firm known for its supportive team culture.
- Benefits: Enjoy flexible working hours, 1 day from home, and generous bonuses.
- Why this job: This role offers variety, professional growth, and a welcoming atmosphere with high staff retention.
- Qualifications: Experience in paraplanning and a passion for technical aspects are essential.
- Other info: Opportunities for career development and support for qualifications up to Chartered level.
The predicted salary is between 34000 - 46000 £ per year.
Location: Hertford
Salary: £40,000 to £55,000 - plus bonus
Are you a Paraplanner who thrives in a collaborative environment and values being part of a supportive, tight-knit team? If you’re passionate about the technical aspects of paraplanning and seeking a role that offers variety and growth opportunities as well as full administration support, this opportunity could be a great fit for you.
Our client is a highly respected boutique financial advisory firm with exceptional staff retention and a warm team culture. Join a dedicated team of nine, working closely with advisers to deliver bespoke financial solutions in key areas like:
- Investment Planning and Financial Management
- Pension Planning (pre and post-retirement)
- Trusts and Estate Planning
- Group Personal Pensions and Group Risk Benefits
What’s on Offer:
- Technical Focus: You’ll play a key role in supporting advisers, taking on technical tasks and complex casework to help clients reach their financial goals.
- Flexible Work Options: Flexible working hours and 1 day from home on offer.
- Professional Growth: Opportunities for career development, including support with qualifications through to Chartered and progression, with the option to explore advisory roles down the line.
- Strong Team Environment: Join a company known for its welcoming atmosphere and high staff retention, ensuring you feel valued and connected.
Key Responsibilities:
- Conduct in-depth research, utilizing the firm’s exclusive investment panel.
- Prepare suitability reports, ensuring clients receive tailored advice.
- Utilize tools such as Intelliflo, Cashcalc, and E-Value, while enhancing your technical skills.
If you’re ready to contribute your expertise to a company where collaboration and career growth are prioritised, we’d love to hear from you.
Paraplanner - generous bonuses and hybrid working employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - generous bonuses and hybrid working
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, such as Intelliflo, Cashcalc, and E-Value. Being able to demonstrate your proficiency with these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Research the company’s culture and values, especially their focus on collaboration and support. Be prepared to discuss how your personal values align with theirs, as this will show that you’re a good fit for their team environment.
✨Tip Number 3
Prepare examples of your past paraplanning experiences, particularly those that highlight your technical skills and ability to handle complex casework. This will help you illustrate your capabilities effectively during the interview.
✨Tip Number 4
Network with current or former employees of the firm if possible. They can provide valuable insights into the interview process and what the company truly values in a Paraplanner, giving you an edge in your application.
We think you need these skills to ace Paraplanner - generous bonuses and hybrid working
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements of the Paraplanner position. Highlight your relevant experience in investment planning, pension planning, and technical tasks.
Tailor Your CV: Customise your CV to reflect your skills and experiences that align with the role. Emphasise your technical expertise, familiarity with tools like Intelliflo and Cashcalc, and any relevant qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for paraplanning and your desire to work in a collaborative environment. Mention specific examples of how you've contributed to team success in previous roles.
Highlight Professional Growth: In your application, express your enthusiasm for professional development opportunities. Mention any qualifications you are pursuing or plan to pursue, and how they align with the company's focus on career growth.
How to prepare for a job interview at Cranleigh Personnel
✨Show Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of technical aspects like investment planning and pension management. Be prepared to discuss specific tools you've used, such as Intelliflo or Cashcalc, and how they have helped you in your previous roles.
✨Emphasise Team Collaboration
This role values a collaborative environment, so highlight your experience working within a team. Share examples of how you've successfully collaborated with advisers or colleagues to deliver tailored financial solutions.
✨Express Your Passion for Growth
The company offers opportunities for professional development, so convey your enthusiasm for continuous learning. Discuss any qualifications you're pursuing or plan to pursue, and how they align with your career goals in paraplanning.
✨Prepare Questions About Company Culture
Since the firm prides itself on a warm team culture, come prepared with questions that show your interest in their work environment. Ask about team dynamics, support systems, and how they ensure staff feel valued and connected.
