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- Tasks: Support financial advisers with admin tasks and report preparation in a hybrid role.
- Company: Specialist financial planning company based in Tring.
- Benefits: Competitive salary, pension scheme, life assurance, and flexible working.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Numerical skills and a customer-centric mindset; Diploma in Financial Planning preferred.
- Other info: Join a supportive team with opportunities for growth in the financial sector.
The predicted salary is between 30000 - 42000 £ per year.
A specialist financial planning company in Tring is seeking a Junior Paraplanner to support advisers with administrative tasks and report preparation. This full-time hybrid role involves handling cashflow analysis and evaluating financial products.
Candidates should possess numerical skills, a customer-centric mindset, and ideally hold a Diploma in Financial Planning.
The position offers a competitive salary based on experience, alongside benefits like a pension scheme and life assurance.
Junior Paraplanner — Hybrid Role in Financial Planning in Tring employer: Auxeris
Contact Detail:
Auxeris Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner — Hybrid Role in Financial Planning in Tring
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn or at local events. We can’t stress enough how personal connections can lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning and financial analysis. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your numerical skills! Bring examples of your work, like cashflow analyses or reports, to demonstrate your capabilities. We want to see how you can add value to the team!
✨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 that extra step to connect with us directly.
We think you need these skills to ace Junior Paraplanner — Hybrid Role in Financial Planning in Tring
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your numerical skills and any relevant experience in financial planning. We want to see how you can support our advisers, so don’t be shy about showcasing your administrative prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about financial planning and how your customer-centric mindset aligns with our values. Keep it engaging and personal – we love a good story!
Showcase Relevant Qualifications: If you've got a Diploma in Financial Planning, make it stand out! We’re looking for candidates who are ready to dive into cashflow analysis and product evaluation, so let us know how your qualifications prepare you for this role.
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, it shows you’re keen to join our team!
How to prepare for a job interview at Auxeris
✨Know Your Numbers
As a Junior Paraplanner, you'll be dealing with cashflow analysis and financial products. Brush up on your numerical skills before the interview. Be prepared to discuss how you've used these skills in past experiences or projects.
✨Understand Financial Products
Familiarise yourself with various financial products and their features. This knowledge will not only impress the interviewers but also show that you're proactive and genuinely interested in the role.
✨Showcase Your Customer-Centric Mindset
This role requires a customer-centric approach. Think of examples where you've gone above and beyond for clients or customers. Be ready to share these stories to demonstrate your commitment to excellent service.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows that you're engaged and serious about finding the right fit for both you and the company.
