Senior Paraplanner — Compliance Reports & Client Analysis
Senior Paraplanner — Compliance Reports & Client Analysis

Senior Paraplanner — Compliance Reports & Client Analysis

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support advisers with technical matters and create compliant reports for clients.
  • Company: Dynamic recruitment agency in Henley-on-Thames, focused on financial services.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Why this job: Join a vibrant team and make a real difference in client solutions.
  • Qualifications: Level 4 Diploma and at least 5 years in financial services, with 2 years in Paraplanning.
  • Other info: Strong communication and organisational skills are key to thriving here.

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

A recruitment agency is seeking a qualified Paraplanner in Henley-on-Thames. The role involves supporting advisers with technical matters, producing compliant reports, and constructing client solutions.

Candidates should have a Level 4 Diploma and experience in the financial services industry, ideally with at least 5 years in total and 2 years specifically in a Paraplanning role. Strong communication and organisational skills are essential for success in this dynamic environment.

Senior Paraplanner — Compliance Reports & Client Analysis employer: Blakemore Recruitment

Join a forward-thinking recruitment agency in Henley-on-Thames, where we prioritise employee development and foster a collaborative work culture. With a focus on compliance and client analysis, we offer competitive benefits, ongoing training opportunities, and a supportive environment that encourages professional growth, making us an excellent employer for those seeking a meaningful career in financial services.
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Contact Detail:

Blakemore Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Paraplanner — Compliance Reports & Client Analysis

Tip Number 1

Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity!

Tip Number 2

Prepare for interviews by brushing up on compliance regulations and client analysis techniques. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.

Tip Number 3

Showcase your communication skills! During interviews, be clear and concise when discussing your experience and how it relates to the role. Remember, they want to see how you can support advisers effectively.

Tip Number 4

Don't forget to apply through our website! It’s super easy and gives you a better chance of being noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Senior Paraplanner — Compliance Reports & Client Analysis

Level 4 Diploma
Financial Services Experience
Paraplanning Experience
Technical Knowledge
Report Writing
Client Solutions Construction
Compliance Knowledge
Communication Skills
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the financial services industry, especially your Paraplanning role. We want to see how your skills align with the requirements of the Senior Paraplanner position.

Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma! It’s a key requirement for us, so make it stand out in your application. We love seeing candidates who are proud of their qualifications.

Communicate Clearly: Strong communication skills are essential, so ensure your written application is clear and concise. We appreciate well-structured applications that reflect your ability to convey complex information simply.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Blakemore Recruitment

Know Your Compliance Inside Out

Make sure you brush up on the latest compliance regulations and standards in the financial services industry. Being able to discuss how you’ve navigated compliance issues in your previous roles will show that you’re not just knowledgeable but also proactive.

Showcase Your Client Solutions Skills

Prepare examples of how you've constructed client solutions in the past. Be ready to discuss specific cases where your analysis made a significant impact. This will demonstrate your practical experience and problem-solving abilities.

Communicate Clearly and Confidently

Since strong communication skills are essential, practice articulating your thoughts clearly. You might want to do mock interviews with friends or family to get comfortable discussing technical matters without jargon, making it easy for anyone to understand.

Organise Your Thoughts and Documents

Before the interview, organise your portfolio or any documents that showcase your work. Having a well-structured presentation of your experience and qualifications will help you stay focused and make a great impression.

Senior Paraplanner — Compliance Reports & Client Analysis
Blakemore Recruitment

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