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- Tasks: Prepare detailed reports and collaborate with advisers to ensure compliance.
- Company: Leading financial planning firm with an award-winning team in Chester.
- Benefits: Modern facilities, supportive environment, and a focus on work-life balance.
- Why this job: Join a vibrant team and make a real impact in financial planning.
- Qualifications: 5+ years of paraplanning experience and Level 4 Diploma (CII) or equivalent.
- Other info: Exciting career growth opportunities in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in Chester is seeking a highly skilled Senior Paraplanner to join their award-winning team. The ideal candidate will possess at least 5 years of paraplanning experience, with a Level 4 Diploma (CII) or equivalent.
Responsibilities include:
- Preparing detailed suitability reports
- Collaborating with advisers
- Maintaining compliance standards
The role offers modern facilities, a supportive environment, and a focus on work-life balance in vibrant Chester.
Senior Paraplanner: Strategy, Compliance & Client Solutions in Chester employer: Benchmark Capital Limited
Contact Detail:
Benchmark Capital Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner: Strategy, Compliance & Client Solutions in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Chester. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance standards. We all know that being able to discuss suitability reports and client solutions confidently can set you apart from the competition.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your 5+ years of paraplanning experience and any specific achievements that demonstrate your skills in strategy and compliance.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals to join our supportive team in vibrant Chester.
We think you need these skills to ace Senior Paraplanner: Strategy, Compliance & Client Solutions in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your 5+ years of paraplanning experience and any relevant qualifications like your Level 4 Diploma. We want to see how your skills align with our needs!
Showcase Your Experience: In your application, don’t just list your past jobs. Instead, showcase specific examples of how you've prepared detailed suitability reports and collaborated with advisers. This helps us see the real impact you’ve made in previous roles.
Keep It Professional Yet Personal: While we love a professional tone, don’t be afraid to let your personality shine through! A touch of authenticity can make your application stand out. Remember, we’re looking for someone who fits into our supportive environment.
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’re considered for this exciting opportunity in vibrant Chester!
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around compliance and suitability reports. Familiarise yourself with the latest regulations and best practices in the financial planning industry to show that you're not just experienced but also up-to-date.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your skills in preparing detailed reports and collaborating with advisers. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Ask Insightful Questions
Demonstrate your interest in the role and the company by asking thoughtful questions about their approach to client solutions and compliance standards. This shows that you’re not only looking for a job but are genuinely interested in contributing to their success.
✨Emphasise Work-Life Balance
Since the firm values work-life balance, be prepared to discuss how you manage your workload effectively. Share strategies you’ve used in the past to maintain this balance while still delivering high-quality work, which aligns with their supportive environment.
