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- Tasks: Join our Paraplanning team to provide top-notch wealth planning advice.
- Company: We're an award-winning Chartered Financial Planning firm in Marlow, known for excellence.
- Benefits: Enjoy a flexible work environment with opportunities for professional development and qualification sponsorship.
- Why this job: Be part of a growing company that values employee wellbeing and offers a supportive culture.
- Qualifications: Experience in a technical role and strong communication skills are essential.
- Other info: Work closely with Advisers and clients to deliver first-class support.
The predicted salary is between 36000 - 60000 £ per year.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service. All Advisers are CII Chartered or will be in the next 18 months.The company is now part of one of the fastest growing and largest national Independent Financial Advice companies. The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment. This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support. To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferabl…
Chartered Paraplanner - Marlow employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner - Marlow
✨Tip Number 1
Familiarize yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-evolving industry.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who are already working as paraplanners or advisers. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss specific examples of how you've communicated complex financial strategies in previous roles. Being able to articulate your experience clearly will set you apart from other candidates.
✨Tip Number 4
Showcase your problem-solving skills by preparing for situational questions during the interview. Think of scenarios where you've successfully navigated challenges in client interactions or technical tasks.
We think you need these skills to ace Chartered Paraplanner - Marlow
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of a Chartered Paraplanner. Highlight your relevant experience in your application, especially any technical roles you've held.
Tailor Your CV: Customize your CV to reflect the skills and experiences that align with the job description. Emphasize your ability to communicate complex strategies clearly and your experience working with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to providing excellent service. Mention specific examples of how you've successfully supported Advisers and clients in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this profession.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
Make sure to highlight your experience in a similar technical role. Be prepared to discuss specific financial strategies and how you've communicated complex information to clients and advisers in the past.
✨Demonstrate Problem-Solving Skills
Prepare examples of challenging situations you've faced in previous roles and how you resolved them. This will show your ability to work unsupervised and tackle demanding client needs effectively.
✨Emphasize Client Interaction Experience
Since the role involves working closely with clients, be ready to share your experiences in managing client relationships. Discuss how you ensure clients receive first-class advice and support.
✨Align with Company Values
Research the company's ethos and values, especially their commitment to employee development and wellbeing. Be prepared to discuss how your personal values align with theirs and how you can contribute to their professional environment.
