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- Tasks: Deliver high-quality financial research and prepare detailed planning reports.
- Company: Leading financial advisory firm with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and health perks.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Diploma in Financial Planning and experience in an IFA environment.
- Other info: Opportunities for professional development and career growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm in Stoke Pound is looking for a Senior Paraplanner to join their Technical Research team. This full-time position involves delivering high-quality financial research and preparing detailed planning reports.
Candidates should have a Diploma in Financial Planning and experience in an IFA environment, with strong communication and attention to detail.
The firm offers competitive salary, flexible working options, and numerous benefits, including professional development programs and health perks.
Senior Paraplanner (Remote) | Financial Planning & Research employer: AFH financial group
Contact Detail:
AFH financial group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Remote) | Financial Planning & Research
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your financial research skills and be ready to discuss how you've delivered high-quality reports in the past. We want to see your attention to detail shine through, so practice articulating your thought process.
✨Tip Number 3
Show off your communication skills! During interviews, make sure to convey complex financial concepts clearly and confidently. Remember, it's not just about what you know, but how well you can share that knowledge with others.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Senior Paraplanner position. Plus, applying directly shows your enthusiasm and commitment to joining our team at the leading financial advisory firm.
We think you need these skills to ace Senior Paraplanner (Remote) | Financial Planning & Research
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma in Financial Planning and any relevant experience in an IFA environment. We want to see how your skills match the Senior Paraplanner role, so don’t be shy about showcasing your expertise!
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 Technical Research team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: As a Senior Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through in your submission!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll find all the info you need right there. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at AFH financial group
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially the latest trends and regulations. Being able to discuss recent changes in the industry or specific financial products will show that you're not just qualified but genuinely interested in the field.
✨Prepare for Technical Questions
Since this role involves delivering high-quality financial research, expect technical questions related to financial planning. Practise explaining complex concepts clearly and concisely, as strong communication is key in this position.
✨Showcase Your Attention to Detail
Bring examples of your previous work that highlight your attention to detail. Whether it’s a report you prepared or a project you managed, being able to demonstrate how you ensure accuracy and thoroughness will impress the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and their expectations for the Senior Paraplanner role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
