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- Tasks: Join our team as a Paraplanner, supporting financial advisers and managing client reports.
- Company: Be part of a respected Financial Planning practice in Ascot with a vibrant team of 80.
- Benefits: Enjoy hybrid working: 3 days in the office, 2 days remote, plus ongoing training opportunities.
- Why this job: Make a real impact in clients' lives while developing your skills in a supportive environment.
- Qualifications: Ideal candidates are pursuing or hold a CII Diploma in Financial Planning with 3+ years' experience.
- Other info: Opportunity to supervise and mentor junior staff while enhancing your professional development.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a highly regarded Financial Planning practice based in Ascot who are looking to recruit a Paraplanner. The firm is approx. 80 people currently, across three locations.
They offer hybrid working. 3 days in the office each week and 2 days remote working.
Responsibilities:
Skills:
IT skills:
Education and training:
Experience:
Personal attributes:
Paraplanner - Ascot employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Ascot
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo and FE Analytics. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to the role.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning, particularly regarding pensions and investments. This knowledge will not only help you in interviews but also show your dedication to continuous professional development.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle client information and report preparation scenarios. Think of examples from your past experience that showcase your analytical skills and attention to detail.
We think you need these skills to ace Paraplanner - Ascot
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as collating client information, preparing reports, and supervising administrators.
Tailor Your CV: Highlight your relevant experience in financial services, particularly any roles that involved paraplanning or working with IFAs. Emphasise your analytical skills and familiarity with tools like Intelliflo and FE Analytics.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the industry. Mention specific experiences that demonstrate your ability to meet the job requirements, such as managing model portfolios or conducting fund research.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to the role, such as pensions, ISAs, and investment bonds. Be prepared to discuss your knowledge and experience with these products during the interview.
✨Demonstrate Analytical Skills
Since strong analytical skills are crucial for a Paraplanner, be ready to showcase examples from your previous roles where you've successfully analysed client information or conducted fund research. This will help illustrate your capability in this area.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelliflo, FE Analytics, or Synaptic, make sure to mention it. If not, do some research on these tools and be prepared to discuss how you would approach learning them quickly.
✨Prepare Questions for the Interviewers
Show your interest in the firm by preparing thoughtful questions about their processes, team dynamics, and expectations for the Paraplanner role. This demonstrates your enthusiasm and helps you assess if the company is the right fit for you.
