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- Tasks: Support financial planners by preparing reports and conducting research on pensions.
- 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: Experience in financial planning and a desire to achieve Chartered status.
- Other info: Opportunity for growth in a dynamic 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…
Locations
Paraplanner (Pensions Management) employer: 361798
Contact Detail:
361798 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management)
✨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 pensions management. We want you to showcase your expertise and passion for helping clients, so be ready to discuss real-life scenarios.
✨Tip Number 3
Showcase your values! This firm is all about doing what's right for the client, so make sure you highlight your commitment to ethical practices and client care during your conversations.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner (Pensions Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with 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 Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you resonate with our values. Show us why you’re the perfect fit for our team in Folkestone.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, so avoid jargon unless it’s necessary to showcase your expertise.
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 Pensions Inside Out
Make sure you brush up on your knowledge of pensions management. Understand the latest regulations and trends in the industry, as well as the specific services the firm offers. This will show your genuine interest and expertise during the interview.
✨Align with Their Values
Since the firm is values-driven, take some time to research their core values and mission. Be prepared to discuss how your personal values align with theirs and provide examples of how you've demonstrated these values in your previous roles.
✨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the firm's approach to client care and team dynamics. This not only shows your enthusiasm for the role but also helps you gauge if the firm is the right fit for you.
✨Showcase Your Technical Skills
As a Paraplanner, technical expertise is key. Be ready to discuss specific tools or software you’ve used in the past, and how they’ve helped you in your role. If you have any relevant certifications, don’t forget to mention those too!
