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- Tasks: Support financial planners by preparing analyses and recommendations for client meetings.
- Company: Join Blakemore Recruitment, a professional firm working with high-net-worth clients.
- Benefits: Enjoy opportunities for staff development and support to achieve Chartered status.
- Why this job: Be part of a small team that values growth, collaboration, and making a real impact.
- Qualifications: Knowledge of financial products, FCA regulations, and strong communication skills are essential.
- Other info: This role requires an EU work permit and offers a dynamic work environment.
The predicted salary is between 28800 - 48000 £ per year.
Paraplanner/Technical Analyst
The Role: to support the Partner and Financial Planners when informing and advising clients on financial strategies, plans and products.
Key Requirements and Skills:
Key Responsibilities:
This is an excellent opportunity to join a small but highly professional business who with with HNW clients. They believe in staff development and assist in helping to develop your knowledge and skills and will push for you to become Chartered as soon as possible.
Paraplanner/Technical Analyst employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/Technical Analyst
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and guidelines. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance, which is crucial for a Paraplanner/Technical Analyst role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as Paraplanners or Technical Analysts. Attend relevant events or webinars to make connections and gain insights into the role and company culture.
✨Tip Number 3
Brush up on your IT skills, particularly with CRM tools like Enable. Being proficient in these systems can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your experience with financial analysis and product research in detail. Be ready to provide examples of how you've successfully supported financial planners or clients in the past, showcasing your analytical skills.
We think you need these skills to ace Paraplanner/Technical Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner/Technical Analyst role. Emphasise your knowledge of product research, analytical tools, and FCA regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're passionate about supporting financial planners and clients. Mention specific examples of how you've successfully managed workloads under pressure.
Showcase Your Technical Skills: In your application, detail your IT skills, particularly your familiarity with CRM tools like Enable. Highlight any experience you have with preparing financial analyses and suitability reports.
Demonstrate Continuous Learning: Mention any formal or informal learning experiences that have contributed to your understanding of financial products and services. This shows your willingness to develop and adapt in the role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
Make sure to demonstrate your understanding of financial products and analytical tools during the interview. Be prepared to discuss specific examples of how you've used these tools in past roles, as this will show your capability to support Financial Planners effectively.
✨Understand FCA Regulations
Familiarise yourself with the FCA regulations and guidelines relevant to financial services. Being able to discuss these regulations confidently will highlight your commitment to compliance and your readiness to work within the industry's standards.
✨Emphasise Teamwork Skills
Since the role requires good team working and liaison skills, be ready to share examples of how you've successfully collaborated with colleagues in previous positions. This will illustrate your ability to support others and contribute positively to the team environment.
✨Prepare for Client Interaction Scenarios
As a Paraplanner/Technical Analyst, you'll be a point of contact for clients. Prepare for questions about how you would handle client meetings and communications. Demonstrating strong communication skills and a professional approach will be key to impressing your interviewers.
