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- Tasks: Create personalised financial strategies and support clients with expert advice.
- Company: Reputable financial planning firm with a focus on client engagement.
- Benefits: Competitive salary, hybrid working options, and comprehensive benefits package.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum 5 years of paraplanning experience and strong communication skills.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in the UK is seeking an experienced Senior Paraplanner to join their team. This role focuses on developing tailored financial strategies and requires a minimum of 5 years of paraplanning experience. Candidates should have technical expertise in areas such as pensions and investments, alongside strong communication skills. The position offers a competitive salary and benefits, with hybrid working options available. This is a great opportunity for individuals passionate about client engagement and strategic financial planning.
Senior Paraplanner - Strategy-Driven Planner | Hybrid in Witney employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Strategy-Driven Planner | Hybrid in Witney
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge, especially around pensions and investments. We all know how crucial it is to demonstrate your expertise, so practice articulating your strategies clearly and confidently.
✨Tip Number 3
Don’t underestimate the power of a follow-up! After an interview, shoot a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It shows you’re genuinely interested and keeps you fresh in their minds.
✨Tip Number 4
Check out our website for the latest job openings! We often post roles that might be perfect for you, and applying directly through us can give you a better chance of standing out. Let’s land that Senior Paraplanner gig together!
We think you need these skills to ace Senior Paraplanner - Strategy-Driven Planner | Hybrid in Witney
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical expertise in pensions and investments. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client engagement and strategic financial planning. Let us know why you’re excited about this opportunity and how you can contribute to our team.
Showcase Your Communication Skills: Strong communication is key in this role. In your application, give examples of how you've effectively communicated complex financial strategies to clients or colleagues. We love seeing real-life examples!
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 don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Being able to discuss specific strategies and demonstrate your expertise will show that you're the right fit for the role.
✨Tailor Your Approach
Before the interview, think about how your experience aligns with the firm's focus on client engagement and strategic planning. Prepare examples of how you've developed tailored financial strategies in the past to showcase your skills.
✨Practice Your Communication Skills
Strong communication is key in this role. Practise explaining complex financial concepts in simple terms, as you'll need to convey these ideas clearly to clients. Consider doing mock interviews with a friend to refine your delivery.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and their client base. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.
