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- Tasks: Support financial advisers with research and analysis to enhance client service.
- Company: Leading financial advice firm in Wilmslow with a focus on client satisfaction.
- Benefits: Competitive salary up to £45,000, remote work, and great perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 Diploma in Financial Planning and experience in an IFA environment.
- Other info: Flexible working hours with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advice firm in Wilmslow seeks a motivated Paraplanner to enhance client service through exceptional research and analysis. You will work closely with financial advisers to provide comprehensive support, develop detailed recommendation reports, and ensure high-quality financial advice.
The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in an IFA environment.
Competitive salary of up to £45,000, 37.5 hours per week, and numerous benefits are offered in this remote position.
Remote Paraplanner - Research-Driven Financial Planning in Wilmslow employer: Avocet Legal Recruitment Ltd
Contact Detail:
Avocet Legal Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner - Research-Driven Financial Planning in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your Level 4 Diploma knowledge and experience in an IFA environment.
✨Tip Number 3
Showcase your research skills! When you get the chance, demonstrate your ability to analyse and present information clearly. Bring along examples of your previous work or case studies that highlight your expertise in financial planning.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like this one. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Remote Paraplanner - Research-Driven Financial Planning in Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience in an IFA environment. 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 passionate about financial planning and how you can enhance client service through your research and analysis skills. Let us know what makes you the perfect fit!
Showcase Your Research Skills: Since this role involves exceptional research, be sure to mention specific examples of how you've conducted thorough analysis in the past. We love seeing candidates who can demonstrate their ability to develop detailed recommendation reports.
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 updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Avocet Legal Recruitment Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around research and analysis. Be ready to discuss how you've used your Level 4 Diploma in real-world scenarios, and think of examples where your research has directly influenced client outcomes.
✨Understand the Company
Do a bit of homework on the firm you're interviewing with. Familiarise yourself with their values, services, and any recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical situations or provide recommendations based on specific client needs. Practise articulating your thought process clearly, as this will demonstrate your analytical skills and ability to support financial advisers effectively.
✨Showcase Your Team Spirit
Since you'll be working closely with financial advisers, highlight your teamwork skills. Share examples of how you've collaborated in previous roles, and emphasise your commitment to enhancing client service through effective communication and support.
