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- Tasks: Prepare complex suitability letters and conduct detailed research for financial planners.
- Company: Join a respected Financial Planning practice in Shillington, focused on high-net-worth individuals.
- Benefits: Enjoy ongoing development support and a collaborative team environment.
- Why this job: Be part of a dynamic team that values accuracy and client relationships while driving business success.
- Qualifications: Must have Level 4 Diploma and 5+ years UK experience in a senior paraplanner role.
- Other info: Opportunity to take on leadership responsibilities and enhance your technical skills.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a highly regarded Financial Planning practice based in Shillington. They have a career opportunity for 2 self-motivated and commercially minded Paraplanners with a can-do attitude. One role is more senior to the other and will include some team leadership responsibilities, while still supporting our senior advisors.
Paraplanner - Shillington employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Shillington
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or have connections to Shillington. Attend local finance-related events or join online forums to make valuable contacts that could help you learn more about the company and its culture.
✨Tip Number 2
Research the specific financial planning practice you're applying to. Understand their approach to holistic financial advice and be prepared to discuss how your experience aligns with their values and client base during any informal conversations or interviews.
✨Tip Number 3
Prepare to showcase your technical skills by discussing specific examples of complex suitability letters or cases you've handled in the past. Highlight your attention to detail and accuracy, as these are crucial for the role.
✨Tip Number 4
Demonstrate your enthusiasm for ongoing development and study support. Be ready to talk about any additional qualifications or training you’re pursuing, as this shows your commitment to growth within the financial planning field.
We think you need these skills to ace Paraplanner - Shillington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, especially any leadership roles you've held. Emphasise your Level 4 Diploma and relevant UK experience, showcasing how you meet the specific requirements of the role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the position and the company. Mention your experience with high-net-worth individuals and your ability to prepare complex suitability letters, as well as your commitment to ongoing development.
Showcase Your Technical Skills: In your application, provide examples of your technical skills in research and analysis. Highlight specific instances where your attention to detail has positively impacted client outcomes or supported financial planners.
Demonstrate Team Collaboration: Illustrate your ability to work within a team by sharing experiences where you collaborated with financial planners, report writers, or client support teams. This will show your fit within their energetic team culture.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Skills
Be prepared to discuss your experience with complex suitability letters, fund switches, and withdrawals. Highlight specific examples where you've successfully applied your technical knowledge in previous roles.
✨Demonstrate Leadership Potential
If you're applying for the senior role, emphasise your leadership experience. Share instances where you've led a team or supported colleagues, showcasing your ability to foster a collaborative environment.
✨Emphasise Client Relationship Building
Talk about your approach to building and maintaining strong client relationships. Provide examples of how you've kept clients informed and satisfied throughout the financial planning process.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss your understanding of regulatory requirements and how you ensure accuracy and attention to detail in your work.
