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- Tasks: Support Financial Planners with client administration and data analysis.
- Company: Join a successful IFA Practice in St Albans, Herts.
- Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
- Why this job: Make an impact by mentoring junior staff and staying ahead in the finance industry.
- Qualifications: Must have a Diploma in Financial Planning and strong Microsoft Office skills.
- Other info: Ideal for those passionate about finance and helping others succeed.
The predicted salary is between 36000 - 60000 £ per year.
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We are currently seeking a Diploma qualified candidate to operate within this highly successful IFA Practice. The role will involve supporting the Financial Planners within the business to effectively and efficiently carry out all designated assignments. This role will be based in St Albans, Herts.
Main Responsibilities include:
- Ensuring all client administration is carried out in accordance with the firm\’s existing procedures;
- Researching and analysing data on behalf of the other members of your team;
- Being responsible for keeping up to date with all technical and regulatory changes within the industry;
- Acting as a point of reference for junior staff and mentoring them;
- Maintaining the client and firm\’s files in a well-presented, accurate, and compliant manner.
Skills and Experience:
- Proficiency in all Microsoft Office packages;
- Diploma in Financial Planning;
- Previous management or mentoring experience within a technical role;
- Experience dealing with colleagues and clients from diverse backgrounds, with a strong track record of exemplary customer service;
- Strong communication skills, both written and verbal;
- Excellent organisational skills, ability to meet tight deadlines, and a positive can-do attitude.
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Qualified Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as paraplanners or financial planners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Stay updated on the latest regulatory changes and technical developments in financial planning. Subscribe to industry newsletters or follow influential figures on social media to demonstrate your commitment to continuous learning during interviews.
✨Tip Number 3
Consider reaching out to current employees at the IFA Practice to gain insights into their work culture and expectations. This can help you tailor your approach and show that you understand the specific needs of the team.
✨Tip Number 4
Prepare to discuss your mentoring experience in detail. Think of specific examples where you've successfully guided junior staff, as this will highlight your leadership skills and ability to contribute positively to the team.
We think you need these skills to ace Qualified Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma in Financial Planning and any relevant experience in paraplanning or financial services. Emphasise your proficiency in Microsoft Office and any mentoring roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ability to support Financial Planners and your commitment to maintaining compliance and accuracy in client administration.
Highlight Relevant Skills: In your application, focus on your strong communication skills and organisational abilities. Provide examples of how you've met tight deadlines and delivered exemplary customer service in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail, which is crucial in the financial industry.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Diploma in Financial Planning during the interview. Be prepared to discuss how your qualifications have equipped you to support Financial Planners effectively.
✨Demonstrate Your Research Skills
Since the role involves researching and analysing data, come prepared with examples of how you've successfully conducted research in the past. This will show your potential employer that you can handle the responsibilities of the position.
✨Emphasise Mentoring Experience
If you have previous management or mentoring experience, be sure to discuss it. Share specific instances where you guided junior staff, as this will demonstrate your leadership capabilities.
✨Prepare for Technical Questions
Stay updated on the latest technical and regulatory changes within the financial industry. Be ready to answer questions related to these topics, as it shows your commitment to staying informed and compliant.
