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- Tasks: Work closely with a Chartered Adviser on financial planning tasks.
- Company: Join a boutique firm known for its personalised wealth management services.
- Benefits: Enjoy continuous professional development and pay rises for qualifications.
- Why this job: Gain hands-on experience in finance while building long-term client relationships.
- Qualifications: A proactive attitude and strong technical skills are essential.
- Other info: Perfect for those eager to learn and grow in the finance sector.
The predicted salary is between 34000 - 48000 £ per year.
Work on a 1-2-1 basis with Chartered Adviser
Join a boutique independent Chartered wealth planning firm near West Grinstead, Sussex. This firm provides comprehensive financial advice to a diverse client base, including HNW retirees, accumulators, local families, and SME owners. With a focus on customer satisfaction and long-term relationships, they manage the financial affairs of 400 clients with varying asset levels.
As a Paraplanner in this dynamic team, you will collaborate closely with a Chartered Adviser, working on a 1-2-1 basis. Your role involves assisting with pensions, investments, tax planning, retirement planning, and more. The firm values continuous professional development and supports staff in obtaining industry qualifications, offering pay rises for each exam passed towards achieving Level 4 Diploma and Chartered status.The ideal candidate for this newly created position will have a proactive attitude, a strong technical background, and the ability to draft reports and conduct analysis. If you are enthusiastic about learning from experienced advisers, contributing to suitability reports, and engaging in cashflow modeling, this role could be a perfect fit for you.If you are interested in this opportunity or would like to explore other roles, please reach out to Joanna Clark at Financial Divisions. Join a team dedicated to excellence and professional growth!
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Paraplanner, West Grinstead Offices (Sussex), GBP40k - GBP48k DOE + employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, West Grinstead Offices (Sussex), GBP40k - GBP48k DOE +
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, client base, and the specific services they offer. This will not only help you tailor your responses but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current or former employees of the firm. This could provide you with insider knowledge and potentially a referral.
✨Tip Number 3
Prepare to discuss your technical skills in detail. Be ready to explain how your background in pensions, investments, and tax planning aligns with the firm's needs. Use specific examples from your past experiences to illustrate your capabilities.
✨Tip Number 4
Show enthusiasm for continuous professional development. Highlight any relevant qualifications you are pursuing or plan to pursue, as well as your commitment to achieving Level 4 Diploma and Chartered status. This aligns with the firm's focus on growth and development.
We think you need these skills to ace Paraplanner, West Grinstead Offices (Sussex), GBP40k - GBP48k DOE +
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as assisting with pensions, investments, and tax planning, as well as the importance of customer satisfaction.
Tailor Your CV: Highlight your relevant experience and skills in your CV. Emphasise any previous roles that involved financial advice, report drafting, or analysis. Make sure to showcase your proactive attitude and technical background.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the firm. Mention your desire for continuous professional development and how you plan to contribute to the team’s success. Personalise it by addressing it to Joanna Clark if possible.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application demonstrates your attention to detail.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need a strong technical background. Be prepared to discuss your understanding of pensions, investments, tax planning, and retirement strategies. Highlight any relevant qualifications or experiences that demonstrate your expertise in these areas.
✨Demonstrate Your Proactive Attitude
The firm is looking for someone with a proactive approach. During the interview, share examples of how you've taken initiative in previous roles, whether it's through problem-solving or seeking out new learning opportunities. This will show your enthusiasm for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your analytical skills and decision-making abilities. Prepare for scenario-based questions where you might need to draft a suitability report or conduct cashflow modelling. Practising these scenarios can help you articulate your thought process clearly.
✨Express Your Commitment to Professional Development
The firm values continuous professional development. Discuss your career goals and how you plan to achieve industry qualifications, such as the Level 4 Diploma. Showing your commitment to growth will resonate well with the interviewers.
