Paraplanner

Paraplanner

Portsmouth +1 Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: As a Paraplanner, you'll support financial planning and help clients achieve their goals.
  • Company: Join a values-driven firm that prioritises client care and team support.
  • Benefits: Enjoy flexible working with one day from home after probation and competitive salary.
  • Why this job: Be part of a supportive culture where your contributions truly matter and make an impact.
  • Qualifications: No specific qualifications required; just a passion for helping others and a willingness to learn.
  • Other info: This is a full-time, permanent role in Southampton with growth opportunities.

The predicted salary is between 28800 - 43200 £ per year.

Paraplanner Grow with a Business That Actually Cares

Southampton – 1 day WFH after probation

Full time, permanent

Salary is dependent on experience

Not all financial planning firms are created equal.

Were working with a values-led, client-first firm thats on the lookout for aParaplannerwho wants to do more than just tick boxes.

This is your chance to be part of a genuinely supportive team where youll w…

Locations

Portsmouth Hampshire

Paraplanner employer: Cap Resourcing Ltd

Join a values-driven financial planning firm in Southampton that prioritises employee well-being and professional growth. With a supportive team culture and the flexibility of one day working from home after probation, this is an excellent opportunity for a Paraplanner to thrive in a role that values meaningful contributions over mere compliance. Enjoy a rewarding career where your efforts are recognised and you can truly make a difference for clients.
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Contact Detail:

Cap Resourcing Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner

✨Tip Number 1

Research the company culture and values of the firm you're applying to. Since they emphasise a client-first approach, be prepared to discuss how your own values align with theirs during any interviews or networking opportunities.

✨Tip Number 2

Network with current or former employees of the firm on platforms like LinkedIn. This can give you insider insights into what they look for in a Paraplanner and help you tailor your approach when you apply.

✨Tip Number 3

Prepare to showcase your technical skills and knowledge in financial planning. Be ready to discuss specific tools or software you’ve used, as well as any relevant case studies that demonstrate your problem-solving abilities.

✨Tip Number 4

Consider reaching out to the hiring manager directly to express your interest in the position. A personalised message can set you apart from other candidates and show your enthusiasm for joining their supportive team.

We think you need these skills to ace Paraplanner

Financial Analysis
Report Writing
Attention to Detail
Client Relationship Management
Regulatory Knowledge
Investment Knowledge
Communication Skills
Time Management
Problem-Solving Skills
Technical Proficiency in Financial Software
Research Skills
Team Collaboration
Adaptability
Confidentiality

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand what the company is looking for in a Paraplanner. Highlight key responsibilities and required skills that you possess.

Tailor Your CV: Customise your CV to reflect your experience and skills relevant to the Paraplanner position. Use specific examples from your past roles that demonstrate your ability to support financial planning and client needs.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your alignment with the company's values. Mention why you want to work for a client-first firm and how you can contribute to their supportive team.

Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.

How to prepare for a job interview at Cap Resourcing Ltd

✨Understand the Company Values

Before your interview, take some time to research the company's values and mission. Since they are a values-led firm, demonstrating that you align with their principles will show that you're a good fit for their culture.

✨Prepare Relevant Questions

Think of insightful questions to ask during the interview. This not only shows your interest in the role but also helps you gauge if the company is the right place for you. Consider asking about their approach to client relationships or how they support their team members.

✨Showcase Your Paraplanning Skills

Be ready to discuss your experience and skills related to paraplanning. Highlight specific examples of how you've contributed to financial planning processes in the past, and be prepared to explain your thought process and decision-making.

✨Emphasise Teamwork and Support

Since the company prides itself on being supportive, share examples of how you've worked effectively in a team. Discuss how you contribute to a positive team environment and how you handle challenges collaboratively.

Paraplanner
Cap Resourcing Ltd
Location: Portsmouth
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