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- Tasks: Deliver expert financial advice on investments and retirement planning while managing client portfolios.
- Company: Boutique financial advisory firm in Hertford with a supportive team culture.
- Benefits: Flexible working hours, hybrid work arrangement, and a 4-day work week.
- Why this job: Make a real difference in clients' lives while enjoying a balanced work-life schedule.
- Qualifications: Experience in financial advising and strong compliance knowledge.
- Other info: Join a small team where your contributions truly matter.
The predicted salary is between 36000 - 60000 £ per year.
A boutique financial advisory firm in Hertford is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning. This role offers the opportunity for flexible working, with 4 days per week (negotiable) and hybrid work arrangement. You will manage a portfolio of clients and ensure all advice is compliant with regulatory standards, contributing to meaningful client relations within a small, supportive team.
Flexible Paraplanner & Financial Adviser (4‐Day Hybrid) employer: BACK HOME BAND
Contact Detail:
BACK HOME BAND Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Flexible Paraplanner & Financial Adviser (4‐Day Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Paraplanner role!
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past work, especially any successful client cases or projects. This will help you stand out during interviews and demonstrate your expertise in investments and retirement planning.
✨Tip Number 3
Practice makes perfect! Get a friend or mentor to do mock interviews with you. Focus on common questions for financial advisers and paraplanners, and make sure you can articulate your approach to compliance and client relations.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that flexible Paraplanner & Financial Adviser role. Plus, it shows you’re serious about joining our supportive team in Hertford!
We think you need these skills to ace Flexible Paraplanner & Financial Adviser (4‐Day Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Paraplanner/Financial Adviser role. Highlight your expertise in investments and retirement planning, as well as any compliance knowledge you have.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial advice and how you can contribute to our supportive team. Share specific examples of your past experiences that align with the job description.
Showcase Your Client Management Skills: Since you'll be managing a portfolio of clients, it's important to demonstrate your ability to build meaningful client relationships. Include any relevant experiences where you've successfully managed client expectations or provided exceptional service.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at BACK HOME BAND
✨Know Your Financial Stuff
Brush up on your knowledge of investments and retirement planning. Be ready to discuss specific strategies and how they align with regulatory standards. This shows you’re not just a candidate, but someone who can genuinely add value to their clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build meaningful relationships and ensure compliance. This will demonstrate that you understand the importance of client trust in financial advisory.
✨Emphasise Flexibility and Teamwork
Since this role offers flexible working, be prepared to discuss how you manage your time effectively. Also, share experiences where you’ve collaborated within a small team, as this firm values a supportive environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial advising and their expectations for the role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
