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- Tasks: Support a Director and HNW Clients with technical tasks and client relationship management.
- Company: Join an award-winning Chartered Financial Planning Practice known for its high-quality service.
- Benefits: Enjoy a competitive salary, KPI bonuses, full benefits, and a flexible hybrid working policy.
- Why this job: Be part of a supportive team that values personal development and offers exam support.
- Qualifications: 3+ years of Paraplanning experience and a Diploma status are essential.
- Other info: Work part-time, 3 or 4 days a week, in a dynamic financial environment.
The predicted salary is between 42000 - 56000 £ per year.
Senior Paraplanner – Basic to £70k (pro rata) + KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy. A high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business on a 3 or 4 day a week basis. Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients. Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research. 3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Planning) is required. Diploma status is essential and progress towards Chartered status is required. Full exam and personal development support will be provided. …
Senior Paraplanner (Part Time) employer: Allerton Park Recruitment Solutions
Contact Detail:
Allerton Park Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Part Time)
✨Tip Number 1
Make sure to highlight your experience in technical support and client relationship management during any networking opportunities. Engaging with professionals in the financial planning sector can help you gain insights and potentially get referrals.
✨Tip Number 2
Attend industry events or webinars focused on financial planning and paraplanning. This will not only expand your knowledge but also allow you to connect with key players in the field, which could lead to job opportunities.
✨Tip Number 3
Consider reaching out to current or former employees of the company you're interested in. They can provide valuable information about the company culture and what they look for in a Senior Paraplanner.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current issues can set you apart during interviews and demonstrate your commitment to the profession.
We think you need these skills to ace Senior Paraplanner (Part Time)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, particularly your technical knowledge in pensions, investments, and financial planning. Emphasize any experience you have with high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience supporting directors and managing client relationships, and how you can contribute to their award-winning team.
Showcase Your Qualifications: Clearly state your diploma status and any progress towards Chartered status. Highlight any additional qualifications or training that demonstrate your commitment to professional development in financial planning.
Prepare for Interviews: If invited for an interview, be ready to discuss specific examples of your past work in paraplanning. Prepare to talk about your approach to client meetings, report writing, and cash flow modeling.
How to prepare for a job interview at Allerton Park Recruitment Solutions
✨Showcase Your Technical Knowledge
Make sure to highlight your experience with pensions, investments, and financial planning during the interview. Be prepared to discuss specific cases where you've applied your technical skills effectively.
✨Demonstrate Client Relationship Skills
Since the role involves client relationship management, share examples of how you've successfully managed high-net-worth clients in the past. Discuss your approach to building trust and rapport.
✨Prepare for Practical Scenarios
Expect to be asked about real-life scenarios related to cash flow modeling and report writing. Brush up on these skills and be ready to walk through your thought process during the interview.
✨Express Your Commitment to Professional Development
Mention your progress towards Chartered status and your enthusiasm for ongoing learning. This shows that you are dedicated to your career and willing to grow within the company.
