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- Tasks: Support the technical team by preparing client records and conducting financial research.
- Company: Reputable financial services firm in Wilmslow with a strong focus on client service.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a pivotal role in a firm that caters to high net worth clients.
- Qualifications: Diploma required, excellent IT skills, and ability to work independently.
- Other info: Opportunity for growth in a well-established company.
The predicted salary is between 36000 - 60000 £ per year.
A reputable financial services firm based in Wilmslow is seeking an experienced Paraplanner to support their technical team. The role involves:
- Assisting in client records preparation
- Conducting financial research
- Preparing reports in adherence to standards
Applicants should hold a diploma, have excellent IT skills, and be able to work independently while ensuring compliance. This is a pivotal position in an established firm catering to high net worth clients.
Senior Paraplanner — Technical Financial Planning Expert in Wilmslow employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — Technical Financial Planning Expert in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like the one in Wilmslow. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance standards. We suggest practising common interview questions related to financial planning and being ready to showcase your IT skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance! We make it easy for you to showcase your skills and experience directly to the hiring team. Plus, it shows you're serious about joining their technical team.
We think you need these skills to ace Senior Paraplanner — Technical Financial Planning Expert in Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and showcases your technical skills. We want to see how you’ve supported teams in the past, especially with high net worth clients.
Showcase Your Qualifications: Don’t forget to mention your diploma and any relevant certifications. We’re looking for someone who meets the qualifications, so make it easy for us to see that you do!
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your skills and experiences.
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 from our team.
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your technical financial planning knowledge. Familiarise yourself with the latest regulations and compliance standards, as well as any recent changes in the financial services industry. This will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your IT Skills
Since excellent IT skills are a must for this role, be prepared to discuss the software and tools you’ve used in previous positions. If you have experience with specific financial planning software, mention it! You might even want to bring along examples of reports or analyses you've created.
✨Demonstrate Independence
This role requires someone who can work independently, so be ready to share examples of how you've successfully managed projects or tasks on your own. Highlight your problem-solving skills and how you ensure compliance while working autonomously.
✨Understand High Net Worth Clients
Since the firm caters to high net worth clients, it’s crucial to understand their unique needs and expectations. Prepare to discuss how you would approach client relationships and tailor financial strategies to meet their specific goals. This will demonstrate your ability to connect with their clientele.
