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For Companies At a Glance
- Tasks: Conduct research, prepare reports, and support clients in financial planning.
- Company: Join a reputable financial planning firm known for its growth and success.
- Benefits: Enjoy a collaborative work environment with opportunities for professional development.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your expertise.
- Qualifications: Experience in financial planning and strong analytical skills are essential.
- Other info: This role offers a chance to work with a dedicated team in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Paraplanner.
Key Responsibilities:
- Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
- Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
- Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
- Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
- Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
- Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
- Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products.
- Team Collaboration: Work closely with...
Senior Paraplanner employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Make sure to brush up on your knowledge of financial products and regulations. Being well-versed in the latest industry trends will not only help you in interviews but also demonstrate your commitment to staying informed.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built client relationships in the past. Highlighting your interpersonal skills and ability to nurture client trust will set you apart from other candidates.
✨Tip Number 4
Familiarise yourself with compliance standards and best practices in the financial industry. Showing that you understand the importance of compliance will reassure us of your capability to maintain high standards in your work.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner. Focus on your research skills, report preparation, and client service experience. Use specific examples that demonstrate your ability to meet the key responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention how your previous experience aligns with the responsibilities of a Senior Paraplanner and express your enthusiasm for contributing to the firm's success.
Highlight Compliance Knowledge: Since compliance is crucial in this role, emphasise your knowledge of regulatory standards and your experience in maintaining accurate records. Provide examples of how you've ensured compliance in past roles to demonstrate your capability.
Showcase Industry Awareness: Demonstrate your commitment to staying informed about industry trends and changes. Mention any relevant courses, certifications, or professional memberships that reflect your dedication to continuous learning in the financial sector.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Research Skills
As a Senior Paraplanner, your ability to conduct thorough research is crucial. Be prepared to discuss specific examples of how you've researched financial products and the impact it had on your previous roles.
✨Prepare for Report Discussions
Since report preparation is a key responsibility, bring along samples of reports you've created in the past. This will demonstrate your attention to detail and ability to provide clear recommendations.
✨Emphasise Client Relationship Building
Strong client relationships are vital in this role. Share experiences where you successfully built rapport with clients and how that contributed to their satisfaction and trust in your services.
✨Stay Updated on Industry Trends
Demonstrating your knowledge of current industry trends and regulatory changes can set you apart. Be ready to discuss recent developments in financial planning and how they might affect the firm and its clients.
