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- Tasks: Support Financial Advisers by analysing client data and preparing market product quotes.
- Company: Dynamic financial services recruitment agency focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a rewarding role that helps clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and paraplanning experience required.
- Other info: Opportunity to grow your career in a fast-paced financial services sector.
The predicted salary is between 28800 - 43200 £ per year.
A financial services recruitment agency is seeking a Paraplanner to provide high-quality admin support to Financial Advisers in Wyton. Responsibilities include analysing client data, researching market products, and preparing quotes.
The ideal candidate will hold a Level 4 Diploma in Financial Planning and have essential paraplanning experience. Strong analytical skills and knowledge of FCA regulations are key for success in this role.
Paraplanner – Elevate Client Financial Planning employer: Anne Corder Recruitment
Contact Detail:
Anne Corder Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner – Elevate Client Financial Planning
✨Tip Number 1
Network like a pro! Reach out to financial advisers and industry professionals on LinkedIn. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your analytical work and any market research you've done. This will help you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family, focusing on common paraplanning questions. The more comfortable you are, the better you'll perform.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can give you an edge over other candidates.
We think you need these skills to ace Paraplanner – Elevate Client Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications, like that Level 4 Diploma in Financial Planning. We want to see how your skills match up with what we're looking for!
Show Off Your Analytical Skills: Since strong analytical skills are key for this role, don’t shy away from showcasing examples where you've used these skills in past roles. We love seeing how you’ve tackled challenges and provided solutions!
Know Your FCA Regulations: Brush up on your knowledge of FCA regulations before applying. We appreciate candidates who understand the landscape of financial services and can navigate it effectively.
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’s super easy!
How to prepare for a job interview at Anne Corder Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and financial products. Being able to discuss these confidently will show that you're not just qualified, but genuinely interested in the field.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in previous roles. Whether it's analysing client data or researching market products, having specific instances ready will help demonstrate your capabilities.
✨Understand the Role
Familiarise yourself with the responsibilities of a Paraplanner. Be ready to discuss how your experience aligns with tasks like preparing quotes and supporting Financial Advisers. This shows that you’re not just looking for any job, but are genuinely interested in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and its approach to client financial planning. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
