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- Tasks: Support Financial Planners and manage client relationships while preparing essential documentation.
- Company: Dynamic financial services firm in Aberdeen City with a supportive team culture.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Kickstart your financial planning career and make a real difference in clients' financial success.
- Qualifications: Excellent communication skills and experience in the financial services industry.
- Other info: Join a collaborative team and work towards your Dip PFS qualifications.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in Aberdeen City is looking for a Paraplanner to support Financial Planners in managing client relationships and preparing suitable documentation. The ideal candidate will have excellent communication skills, experience in the financial services industry, and be working towards Dip PFS qualifications.
This role offers the opportunity to work collaboratively within a supportive team and contribute to client financial success. A competitive salary and benefits package are available.
Aspiring Paraplanner: Launch Your Financial Planning Career employer: Acumen Financial Planning
Contact Detail:
Acumen Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Aspiring Paraplanner: Launch Your Financial Planning Career
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services industry, especially those who are already working as Paraplanners. Attend local events or webinars to make connections and learn more about the role.
✨Tip Number 2
Practice your communication skills! Since excellent communication is key for this role, consider role-playing interviews with friends or family. This will help you articulate your thoughts clearly and confidently.
✨Tip Number 3
Showcase your passion for financial planning! When you get the chance to chat with potential employers, share your journey towards obtaining your Dip PFS qualifications and how it aligns with your career goals.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and stand out from the crowd. Plus, applying directly gives you a better chance to showcase your enthusiasm for the role.
We think you need these skills to ace Aspiring Paraplanner: Launch Your Financial Planning Career
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in the financial services industry. We want to see how your skills align with the role of a Paraplanner, so don’t be shy about showcasing your communication skills and any progress towards your Dip PFS qualifications.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. We love seeing genuine enthusiasm, so let your personality come through!
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially in a field where clarity is key. Avoid jargon unless it’s relevant to the role!
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’re considered for the role. Plus, it shows you’re keen on joining our supportive team!
How to prepare for a job interview at Acumen Financial Planning
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around paraplanning and client relationship management. Be ready to discuss your understanding of financial products and how they can benefit clients.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, prepare examples of how you've effectively communicated complex information in the past. Think about times when you’ve had to explain financial concepts to clients or colleagues.
✨Demonstrate Team Spirit
This role involves working collaboratively within a team. Be prepared to share experiences where you’ve successfully worked with others to achieve a common goal, highlighting your ability to support Financial Planners.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to financial planning and how they support their team members in achieving Dip PFS qualifications. This shows your genuine interest in the role and the company.
