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For Companies At a Glance
- Tasks: Support financial planners by preparing reports and conducting research for clients.
- Company: A values-driven, independently owned financial planning firm in Folkestone.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a passionate team dedicated to making a positive impact on clients' financial futures.
- Qualifications: Close to or holding Chartered status with strong analytical skills.
- Other info: Opportunity for career growth in a collaborative and ethical workplace.
The predicted salary is between 30000 - 42000 £ per year.
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status
Are you the right applicant for this opportunity Find out by reading through the role overview below.
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Paraplanner, you will be s…
Paraplanner employer: 361798
Contact Detail:
361798 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and understanding of the firm's values. Show them you’re not just a fit on paper but also share their passion for client care.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team and makes it easier for us to connect with you.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight any relevant qualifications, especially if you're close to or holding Chartered status, as this will catch our eye!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you’re passionate about financial planning and how your values align with ours. We love seeing genuine enthusiasm for helping clients.
Showcase Your Technical Skills: As a Paraplanner, technical expertise is key. Be sure to mention any specific tools or software you’re familiar with, and how you've used them to support clients in the past. We want to see your problem-solving skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at 361798
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the technical aspects relevant to the role. Familiarise yourself with the latest regulations and best practices in the industry, as this will show your commitment and expertise.
✨Showcase Your Values
Since the firm is values-driven, be prepared to discuss how your personal values align with theirs. Think of examples from your past experiences where you've prioritised client needs and demonstrated integrity in your work.
✨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the firm's approach to client relationships and their growth plans. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice articulating your thoughts clearly. Focus on common paraplanning scenarios and how you would handle them, as this will help you feel more confident during the actual interview.
