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- Tasks: Support financial advisers with planning, analysis, and cash-flow modelling.
- Company: Leading recruitment firm in the financial services sector.
- Benefits: Competitive salary and flexible working model with office days.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 3+ years in financial services and a Diploma qualification required.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading recruitment firm is seeking an experienced Paraplanner to provide financial planning support to advisers. The ideal candidate will have 3+ years in financial services, a Diploma qualification, and strong knowledge of investment products.
This role involves:
- Client meetings
- Detailed financial analysis
- The creation of cash-flow models
The company offers a competitive salary and a flexible working model with 2-3 days in the office.
Paraplanner – Holistic Financial Planning & Cash-Flow in England employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner – Holistic Financial Planning & Cash-Flow in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a 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 client meetings! Brush up on your communication skills and be ready to discuss your experience with investment products. Show that you can not only analyse data but also explain it clearly to clients and advisers alike.
✨Tip Number 3
Get your cash-flow models ready! If you’ve got examples of your previous work, bring them along to interviews. Demonstrating your ability to create detailed financial analyses will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you’re serious about landing that Paraplanner position!
We think you need these skills to ace Paraplanner – Holistic Financial Planning & Cash-Flow in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially those 3+ years. We want to see how your skills align with the role of a Paraplanner, so don’t hold back on showcasing your Diploma qualification and knowledge of investment products!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing enthusiasm for holistic financial planning and cash-flow analysis, so let us know what excites you about the position.
Showcase Your Analytical Skills: Since this role involves detailed financial analysis and cash-flow modelling, make sure to include examples of your analytical skills in your application. We want to see how you’ve tackled similar tasks in the past and the impact you made!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our platform!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Products
Make sure you brush up on your knowledge of investment products and financial planning strategies. Be ready to discuss specific products you've worked with and how they can benefit clients. This shows that you’re not just familiar with the theory but have practical experience too.
✨Prepare for Client Scenarios
Since the role involves client meetings, think about potential scenarios you might face. Prepare examples of how you've handled client interactions in the past, especially when it comes to explaining complex financial concepts in a simple way. This will demonstrate your communication skills and client-centric approach.
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with detailed financial analysis and cash-flow modelling. Bring examples of models you've created or worked on, and be ready to explain your thought process. This will highlight your analytical abilities and attention to detail, which are crucial for a Paraplanner.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s approach to holistic financial planning or how they support their advisers. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
