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- Tasks: Ensure quality financial advice through report review and compliance leadership.
- Company: Dynamic financial planning firm based in Cardiff.
- Benefits: Competitive salary up to £60,000, pension scheme, and private medical insurance.
- Why this job: Join a team that values your expertise in financial planning and compliance.
- Qualifications: Diploma in Regulated Financial Planning and strong knowledge of pensions and investments.
- Other info: Opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in Cardiff is seeking a Technical Paraplanner to ensure the quality of financial advice through report review and compliance leadership. The successful candidate will analyze financial file trends, draft reports, and maintain templates.
A Diploma in Regulated Financial Planning is required, along with robust knowledge of pensions and investments.
This role offers a competitive salary up to £60,000 with benefits including a pension scheme and private medical insurance.
Remote Technical Paraplanner & Proposals Lead in Cardiff employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Technical Paraplanner & Proposals Lead in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and be ready to discuss how your skills as a Technical Paraplanner align with their needs. Practise common interview questions so you can showcase your knowledge of pensions and investments.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Remote Technical Paraplanner & Proposals Lead in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Technical Paraplanner. Highlight your experience with financial advice, report drafting, and compliance leadership. We want to see how your skills match what we're looking for!
Showcase Your Qualifications: Don’t forget to mention your Diploma in Regulated Financial Planning! This is a must-have for us, so make it stand out in your application. It’s your ticket to showing you’re qualified for the role.
Be Clear and Concise: When writing your cover letter or any application materials, keep it clear and to the point. We appreciate straightforward communication, especially when it comes to complex topics like pensions and investments.
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 don’t miss out on any important details about the role!
How to prepare for a job interview at Attivo Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss recent trends in financial planning and how they might impact clients. This shows that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Report Writing Skills
Since drafting reports is a key part of the role, prepare examples of your previous work. Bring along samples or be ready to discuss how you approach report writing, ensuring clarity and compliance. This will demonstrate your attention to detail and ability to communicate complex information effectively.
✨Understand Compliance Inside Out
Familiarise yourself with the compliance standards relevant to financial advice. Be prepared to discuss how you ensure quality and compliance in your work. This will highlight your leadership capabilities and commitment to maintaining high standards.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and compliance. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals. It’s a two-way street!
