Pension Paraplanner

Pension Paraplanner

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

  • Tasks: Support financial planners by preparing reports and conducting research on pension products.
  • 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 career growth in a friendly and collaborative workplace.

The predicted salary is between 28800 - 43200 £ 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

Folkestone Kent

Pension Paraplanner employer: 361798

Join a values-driven financial planning firm in Folkestone that prioritises client welfare and technical expertise. As a Pension Paraplanner, you'll benefit from a supportive work culture that fosters professional growth and offers opportunities for Chartered status advancement, all while being part of a close-knit team dedicated to making a positive impact.
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Contact Detail:

361798 Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pension Paraplanner

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Folkestone. A friendly chat can sometimes lead to a job offer before it’s even advertised!

✨Tip Number 2

Prepare for the interview by brushing up on your technical knowledge and understanding of pension products. We want you to shine when discussing how you can help clients with your expertise, so practice common interview questions related to the role.

✨Tip Number 3

Show your passion for client care! During interviews, share examples of how you've gone above and beyond for clients in the past. This will resonate with the values-driven firm looking for someone who genuinely cares about doing what's right.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our growing team.

We think you need these skills to ace Pension Paraplanner

Pension Knowledge
Financial Planning
Chartered Status
Technical Expertise
Client Relationship Management
Regulatory Compliance
Report Writing
Analytical Skills
Attention to Detail
Communication Skills
Problem-Solving Skills
Time Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Pension 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-driven approach. Let us know why you want to join our team in Folkestone.

Showcase Your Technical Expertise: As a Paraplanner, your technical skills are crucial. Be sure to include specific examples of your expertise in pension planning and how you've helped clients in the past. We love seeing real-world applications of your knowledge!

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. We can’t wait to hear from you!

How to prepare for a job interview at 361798

✨Know Your Stuff

Make sure you brush up on your knowledge of pensions and financial planning. Familiarise yourself with the latest regulations and trends in the industry. This will not only show your expertise but also demonstrate your commitment to staying informed.

✨Showcase Your Values

Since the firm is values-driven, think about how your personal values align with theirs. Be ready to discuss examples of how you've prioritised client needs in your previous roles. This will help you connect with the interviewers on a deeper level.

✨Prepare Thoughtful Questions

Interviews are a two-way street, so prepare some insightful questions about the firm's approach to client care and team dynamics. This shows that you're genuinely interested in the role and helps you assess if it's the right fit for you.

✨Practice Makes Perfect

Consider doing mock interviews with a friend or mentor. Focus on articulating your experience clearly and confidently. The more you practice, the more comfortable you'll feel during the actual interview, which can make all the difference.

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