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- Tasks: Support financial planners with paraplanning and investment tasks while gaining valuable experience.
- Company: Join a dynamic financial planning practice in St. Albans, dedicated to client success.
- Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
- Why this job: Perfect for those eager to learn about financial services and make a real impact.
- Qualifications: Relevant qualifications like 'RO' and 'JO' papers are needed; cash flow software experience is a bonus.
- Other info: This role requires an EU work permit.
The predicted salary is between 28800 - 48000 £ per year.
We are currently recruiting for a Financial Planning practice in St. Albans who are looking to recruit a Junior Paraplanner to help support the Financial Planners.
The Paraplanner will be shared by four consultants and work alongside the admin team.
Description
Job description
Key duties
Junior Paraplanner - St. Albans employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner - St. Albans
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as paraplanners or financial planners. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with MIFID II regulations and how they impact financial planning. Understanding these regulations will not only help you in your role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 3
Gain hands-on experience with cash flow analysis software, as this is a preferred skill for the Junior Paraplanner position. Consider taking online courses or tutorials to boost your proficiency before applying.
✨Tip Number 4
Prepare to discuss your understanding of investment strategies and risk profiles during interviews. Being able to articulate your knowledge will show that you're ready to support financial planners effectively.
We think you need these skills to ace Junior Paraplanner - St. Albans
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and qualifications required for the Junior Paraplanner position. Tailor your application to highlight relevant experiences and skills that align with these requirements.
Highlight Relevant Qualifications: Make sure to emphasise any relevant qualifications, such as 'RO' and 'JO' papers, in your CV and cover letter. If you have experience with cash flow planning software, mention it clearly as it is a plus for this role.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the Junior Paraplanner position and how your background makes you a suitable candidate. Use specific examples from your past experiences to demonstrate your skills.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts, especially those related to MIFID II and investment strategies. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Prepare for Technical Questions
Expect questions about cash flow analysis and Defined Benefit schemes. Familiarise yourself with relevant software and be ready to explain how you would approach technical tasks, as this is crucial for a Junior Paraplanner.
✨Demonstrate Your Communication Skills
Since you'll be dealing with clients and supporting financial planners, it's important to showcase your ability to communicate clearly and effectively. Practice explaining complex financial concepts in simple terms to demonstrate your skills.
✨Show Enthusiasm for Learning
As a Junior Paraplanner, you'll be expected to learn quickly and adapt. Express your eagerness to grow within the role and your interest in gaining exposure to various aspects of financial services during the interview.
