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- Tasks: Support a successful Financial Adviser by preparing financial reports and recommendations.
- Company: Reputable Financial Advice firm with a focus on client success.
- Benefits: Competitive salary up to £40,000, hybrid working, and fully expensed office visits.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 Diploma and prior experience in an IFA setting required.
- Other info: Flexible working environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A reputable Financial Advice firm is seeking an experienced Paraplanner to support a successful Financial Adviser. The role offers the flexibility of hybrid or remote working, with an expectancy to attend the office in Horsham once per quarter, fully expensed.
Candidates must hold a Level 4 Diploma and have prior experience in an IFA setting. The position offers a competitive base salary of up to £40,000 plus benefits, aiming for an immediate start.
Hybrid Paraplanner for Wealth Management (IFA) in Portsmouth 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 Portsmouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice 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!
✨Tip Number 2
Prepare for those interviews! Research common questions for Paraplanner roles and practice your answers. We want you to feel confident and ready to showcase your Level 4 Diploma and IFA experience.
✨Tip Number 3
Tailor your approach! When applying, highlight your relevant skills and experiences that align with the job description. Make it clear why you're the perfect fit for this hybrid role in wealth management.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Hybrid Paraplanner for Wealth Management (IFA) in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Hybrid Paraplanner role. Highlight your Level 4 Diploma and any relevant experience in an IFA setting. We want to see how your skills match what we're looking for!
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. Share specific examples of your past work that relate to the role, and don’t forget to show your enthusiasm for the position.
Be Clear and Concise: When filling out your application, keep your language clear and concise. We appreciate straightforward communication, so avoid jargon unless it's relevant to the role. This helps us understand your qualifications better!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Astral Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and regulations. Since this role is for a Paraplanner in an IFA setting, being able to discuss specific cases or scenarios will show that you're not just familiar with the theory but can apply it practically.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they relate to this position. Highlight any specific achievements or challenges you've faced as a Paraplanner, especially those that demonstrate your ability to support a Financial Adviser effectively.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth management, their client base, or 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.
✨Be Ready for Hybrid Work Discussion
Since the role offers hybrid working, be prepared to discuss how you manage your time and productivity in a remote setting. Share examples of how you've successfully worked from home in the past, ensuring you convey your ability to stay organised and focused.
