Paraplanner - Small IFA

Paraplanner - Small IFA

City of London Full-Time 36000 - 60000 £ / year (est.) No home office possible
Go Premium
B

At a Glance

  • Tasks: Support a leading financial planner with all aspects of paraplanning.
  • Company: Join a well-regarded HNW Financial Planning practice in the heart of London.
  • Benefits: Enjoy excellent career development opportunities in a progressive environment.
  • Why this job: Be part of a forward-thinking team that values your contributions and growth.
  • Qualifications: Must have a minimum Level 4 Diploma and solid paraplanning experience.
  • Other info: This is a fantastic chance to advance your career in finance.

The predicted salary is between 36000 - 60000 £ per year.

This well regarded HNW Financial Planning practice based in The City of London are now looking to expand its technical team by recruiting a top Paraplanner to join the team. You duties will be to support the top fee earner with all aspects of Paraplanning. You must be minimum Level 4 Diploma and have a solid work history in a Paraplanning capacity. On offer is a great opportunity to be a part of a great forward thinking and progressive professional practice with excellent career development opportunities.

Paraplanner - Small IFA employer: Blakemore Recruitment

Join a prestigious HNW Financial Planning practice in the heart of The City of London, where you will be part of a dynamic and forward-thinking team. We offer excellent career development opportunities, a supportive work culture, and the chance to work alongside top professionals in the industry, making this an ideal environment for growth and success.
B

Contact Detail:

Blakemore Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner - Small IFA

✨Tip Number 1

Network with professionals in the financial planning industry, especially those who work in paraplanning. Attend industry events or join relevant online forums to connect with potential colleagues and learn about job openings.

✨Tip Number 2

Research the specific requirements and expectations of the paraplanner role at our firm. Understanding the nuances of what we value in a candidate can help you tailor your approach during interviews.

✨Tip Number 3

Prepare to discuss your previous paraplanning experiences in detail. Be ready to share specific examples of how you've supported fee earners and contributed to successful financial plans.

✨Tip Number 4

Showcase your commitment to professional development. Highlight any additional qualifications or training you've pursued beyond the Level 4 Diploma, as this demonstrates your dedication to the field.

We think you need these skills to ace Paraplanner - Small IFA

Level 4 Diploma in Financial Planning
Strong understanding of financial products and services
Excellent report writing skills
Attention to detail
Analytical skills
Ability to interpret complex financial information
Communication skills
Time management skills
Client relationship management
Knowledge of regulatory requirements
Proficiency in financial planning software
Team collaboration skills
Problem-solving abilities
Adaptability to changing regulations and market conditions

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the responsibilities and requirements, particularly the importance of having a Level 4 Diploma and experience in paraplanning.

Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning. Emphasise your Level 4 Diploma and any specific skills or achievements that align with the responsibilities mentioned in the job description.

Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are a great fit for this role. Mention your passion for financial planning and how your background supports the needs of the practice.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Look for any spelling or grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.

How to prepare for a job interview at Blakemore Recruitment

✨Showcase Your Technical Knowledge

As a Paraplanner, it's crucial to demonstrate your understanding of financial products and regulations. Be prepared to discuss specific cases or scenarios where you've applied your knowledge effectively.

✨Highlight Your Experience

Make sure to detail your previous roles in paraplanning. Discuss the types of clients you've worked with and how you've supported fee earners in the past. This will show that you have the relevant experience they are looking for.

✨Prepare Questions

Interviews are a two-way street. Prepare insightful questions about the company's culture, team dynamics, and career development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

✨Demonstrate Your Soft Skills

While technical skills are important, don't forget to showcase your soft skills. Communication, teamwork, and problem-solving abilities are key in a paraplanning role. Share examples of how you've successfully collaborated with others in your previous positions.

Paraplanner - Small IFA
Blakemore Recruitment
Location: City of London
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

B
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>