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- Tasks: Prepare research and written suitability reports while supporting Advisers and Partners.
- Company: A successful financial planning firm with a dynamic team in Cheadle Hulme.
- Benefits: Opportunity to work in a collaborative environment with experienced professionals.
- Why this job: Join a well-established team and enhance your skills in financial planning.
- Qualifications: Substantial experience in paraplanning and excellent written communication skills.
- Other info: Dynamic work environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A prominent recruitment agency is seeking an experienced Paraplanner for a client, a successful financial planning firm located in Cheadle Hulme, Cheshire. The role involves preparing research and written suitability reports, alongside providing technical support to Advisers and Partners.
Candidates should have substantial experience in a similar role and a strong understanding of financial planning. Excellent written communication skills are essential. This position offers the opportunity to work in a dynamic environment with a well-established team.
Paraplanner: Support for Advisers & Suitability Reports in London employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Support for Advisers & Suitability Reports in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Cheadle Hulme. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and suitability report writing. We suggest practising common interview questions related to financial planning so you can showcase your expertise confidently.
✨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 find roles that match your skills, so don’t miss out on the opportunity to land that Paraplanner position with a great team.
We think you need these skills to ace Paraplanner: Support for Advisers & Suitability Reports in London
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your previous experience as a Paraplanner. We want to see how you've prepared research and written suitability reports in the past, so don’t hold back on those details!
Nail the Written Communication: Since excellent written communication skills are a must, take your time crafting your application. Use clear and concise language, and make sure it reflects your ability to produce professional reports.
Tailor Your Application: Don’t just send a generic application! We love it when candidates tailor their applications to our specific role. Mention how your skills align with the responsibilities of supporting Advisers and preparing reports.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and recent trends in the industry, as well as the specific services offered by the firm. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Writing Skills
Since excellent written communication is a must for this role, prepare to discuss your experience with writing suitability reports. Bring examples of your work if possible, and be ready to explain your thought process behind them. This will demonstrate your ability to convey complex information clearly.
✨Prepare for Technical Questions
Expect technical questions related to financial planning and paraplanning. Review common scenarios you might encounter in the role and think about how you would approach them. This will not only help you answer questions but also show that you can think critically under pressure.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for research, or how they measure success in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
