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For Companies At a Glance
- Tasks: Support financial advisers with research, client reports, and administrative tasks.
- Company: Join a thriving Financial Planning practice in Hitchin with growth opportunities.
- Benefits: Enjoy potential career progression to Financial Planner and flexible working options.
- Why this job: Be part of a dynamic team making a real impact on clients' financial futures.
- Qualifications: Two years' experience in Financial Services and diploma level qualified or working towards.
- Other info: Familiarity with Intelliflo and CRM systems is a plus.
The predicted salary is between 28800 - 48000 £ per year.
We are currently recruiting for a very successful Financial Planning practice based in Hitchin who are looking to recruit a Paraplanner. There is also scope to become a Financial Planner down the line.
Responsibilities
Key responsibilities include:
Competence / Knowledge / Skills required
Paraplanner - Hitchin employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hitchin
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working 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 the specific tools and software mentioned in the job description, such as Intelliflo and CRM systems. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your experience in client administration and the advice process during interviews. Think of specific examples where you successfully supported advisers or managed client relationships to showcase your relevant skills.
✨Tip Number 4
Stay updated on the latest trends and regulatory changes in the financial planning sector. This knowledge will not only help you in interviews but also show your enthusiasm for the industry and your readiness to contribute to the team at StudySmarter.
We think you need these skills to ace Paraplanner - Hitchin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles similar to a Paraplanner. Emphasise your technical skills and knowledge of regulatory requirements, as well as your communication abilities.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities outlined in the job description. Mention your experience with client relationships and your understanding of the advice process, showcasing how you can add value to the team.
Showcase Relevant Qualifications: Clearly state your qualifications, especially if you have a Diploma or are working towards one. Highlight any specific training or certifications related to financial planning and investment platforms.
Prepare for Potential Questions: Think about common interview questions related to the role of a Paraplanner. Be ready to discuss your experience with client portfolio reviews and how you handle technical queries from clients.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning principles and the advice process. Be prepared to discuss how you would approach client situations and the regulatory requirements involved.
✨Demonstrate Your Client Relationship Skills
Since the role involves managing client relationships, think of examples from your past experience where you've successfully communicated with clients or resolved issues. Highlight your effective communication skills during the interview.
✨Familiarise Yourself with Relevant Tools
Get to know the tools mentioned in the job description, such as Intelliflo and CRM systems. If you have experience with similar platforms, be ready to discuss how you used them to enhance your work efficiency.
✨Prepare for Technical Questions
Expect technical questions related to client suitability reports and financial analysis. Prepare to explain how you would gather and analyse client data to create tailored financial solutions.
