Paraplanner: Research-Driven Financial Planning in Lingfield
Paraplanner: Research-Driven Financial Planning

Paraplanner: Research-Driven Financial Planning in Lingfield

Lingfield Full-Time 30000 - 42000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers with research and prepare detailed client reports.
  • Company: Dynamic recruitment consultancy in Lingfield, Surrey.
  • Benefits: Professional development opportunities and occasional travel.
  • Why this job: Join a team where your analytical skills make a real difference.
  • Qualifications: Fully qualified Paraplanner with strong analytical and organisational skills.
  • Other info: Exciting role with potential for career growth in finance.

The predicted salary is between 30000 - 42000 Β£ per year.

A recruitment consultancy is seeking a fully qualified Paraplanner to join their team in Lingfield, Surrey. In this permanent, full-time position, you will provide essential support and technical research to financial advisers.

Responsibilities include:

  • Preparing client reports
  • Conducting comparative research
  • Ensuring compliance with FCA regulations

The ideal candidate will possess strong analytical and organisational skills, paying meticulous attention to detail. This role offers professional development opportunities and occasional travel to client sites.

Paraplanner: Research-Driven Financial Planning in Lingfield employer: Artemis Recruitment Consultants Ltd

Join a dynamic recruitment consultancy in Lingfield, Surrey, where we prioritise professional growth and a collaborative work culture. As a Paraplanner, you will benefit from ongoing training and development opportunities, while contributing to meaningful financial planning solutions. Our supportive environment encourages innovation and teamwork, making it an excellent place for those seeking a rewarding career in finance.
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Contact Detail:

Artemis Recruitment Consultants Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Paraplanner: Research-Driven Financial Planning in Lingfield

✨Tip Number 1

Network like a pro! Reach out to financial advisers and industry professionals on LinkedIn. A friendly message can go a long way in getting your foot in the door.

✨Tip Number 2

Prepare for interviews by brushing up on FCA regulations and current market trends. We want you to impress with your knowledge and show that you're ready to hit the ground running!

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for tailored opportunities that suit your skills as a Paraplanner.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. We believe it’s the little things that make a big difference.

We think you need these skills to ace Paraplanner: Research-Driven Financial Planning in Lingfield

Analytical Skills
Organisational Skills
Attention to Detail
Technical Research
Client Report Preparation
FCA Compliance
Comparative Research
Professional Development
Communication Skills
Time Management

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and showcases your analytical skills. We want to see how your background aligns with the responsibilities mentioned in the job description, so don’t hold back!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team in Lingfield. Share specific examples of your research-driven approach and how you ensure compliance with FCA regulations.

Showcase Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work meticulously, just like we do in our reports!

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’re considered for this exciting opportunity. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Artemis Recruitment Consultants Ltd

✨Know Your Stuff

Make sure you brush up on your financial planning knowledge, especially around FCA regulations. Being able to discuss compliance and demonstrate your understanding of the technical aspects will show that you're serious about the role.

✨Showcase Your Research Skills

Prepare to talk about your experience with conducting comparative research. Bring examples of reports you've prepared or analyses you've conducted. This will help illustrate your analytical skills and attention to detail, which are crucial for a Paraplanner.

✨Be Organised

Since this role requires strong organisational skills, consider bringing a portfolio of your work or a structured outline of how you approach tasks. This will not only impress your interviewers but also give them insight into your working style.

✨Ask Insightful Questions

Prepare some thoughtful questions about the company’s approach to financial planning and client engagement. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.

Paraplanner: Research-Driven Financial Planning in Lingfield
Artemis Recruitment Consultants Ltd
Location: Lingfield
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