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- Tasks: Support a successful adviser in providing financial advice and planning.
- Company: Dynamic Financial Advice firm with a focus on client success.
- Benefits: Up to £40,000 salary, travel expenses covered, and additional perks.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma and experience in an IFA setting required.
- Other info: Hybrid working model with quarterly office attendance in Horsham.
The predicted salary is between 36000 - 60000 £ per year.
A Financial Advice firm is seeking an experienced Financial Services Paraplanner to support a successful adviser. The role offers a hybrid working model, requiring attendance at the office in Horsham once every quarter, with travel expenses fully covered.
The ideal candidate should hold a Level 4 Diploma and possess experience within an IFA setting. The position offers a base salary of up to £40,000 along with additional benefits. Immediate start available.
Hybrid Paraplanner for Wealth Management (IFA) in Ipswich employer: Astral Recruitment
Contact Detail:
Astral Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner for Wealth Management (IFA) in Ipswich
✨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 opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s time to shine.
✨Tip Number 3
Showcase your skills! During interviews, be ready to discuss specific examples of how you've supported advisers in the past. Highlight your Level 4 Diploma and any relevant experience in an IFA setting to make a strong impression.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that hybrid paraplanner role. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Hybrid Paraplanner for Wealth Management (IFA) in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the IFA setting and showcases your Level 4 Diploma. We want to see how your skills align with what we’re looking for, so don’t be shy about making it specific!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Hybrid Paraplanner role. Share your passion for financial services and how you can support our advisers effectively.
Showcase Relevant Experience: When filling out your application, highlight any relevant experience that demonstrates your paraplanning skills. We love seeing examples of how you've supported advisers in the past, so make sure to include those details!
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 from our team!
How to prepare for a job interview at Astral Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and the IFA sector. Familiarise yourself with the latest regulations and trends in wealth management to show that you're not just qualified but also passionate about the industry.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills and achievements as a paraplanner. Be ready to discuss how you've supported advisers in the past and how your Level 4 Diploma has equipped you for this role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth management, their client base, and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Embrace the Hybrid Model
Since this role involves hybrid working, be prepared to discuss how you manage your time and productivity in a flexible work environment. Share any experiences you have with remote work and how you stay connected with your team, even when working from home.
