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- Tasks: Support Wealth Planners and mentor a team of 6 Paraplanners.
- Company: Join a leading Wealth Management firm experiencing exciting growth.
- Benefits: Enjoy career progression opportunities and a supportive work environment.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Must hold a Level 4 Diploma in Regulated Financial Planning.
- Other info: Contact Charlotte Groom at BRUIN Financial to apply.
The predicted salary is between 43200 - 72000 £ per year.
We have a fantastic opportunity for a Senior Paraplanner to join a leading Wealth Management firm. This is an exciting opportunity to join an established company at its growth stage, with future career progression opportunities offered.
Your primary role is to provide a full professional and technical support function to Wealth Planners, alongside supporting a team of 6 Paraplanners. Assist with training of new team members, providing extra support and oversight for those new in role.
Any applicants for this role will need to be Level 4 Diploma qualified in Regulated Financial Planning. If you think you have the skills required and would like to apply, please submit your CV or contact Charlotte Groom at BRUIN Financial.
Senior Financial Paraplanner employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current paraplanners and wealth planners. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest financial regulations and trends. Being knowledgeable about current market conditions and regulatory changes will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss your experience in training and mentoring others. Since this role involves supporting a team of paraplanners, showcasing your leadership skills and ability to develop others will set you apart from other candidates.
✨Tip Number 4
Research the company’s values and culture. Understanding what the firm stands for and how they operate will help you tailor your conversations and show that you’re a good fit for their team.
We think you need these skills to ace Senior Financial Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience in wealth management. Use specific examples to demonstrate your skills in providing professional support to Wealth Planners.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience in training and supporting team members, as well as your ability to work collaboratively within a team of Paraplanners.
Highlight Relevant Skills: In your application, emphasise key skills such as technical knowledge in financial planning, communication abilities, and your experience in mentoring or training new staff. This will show that you are well-suited for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Bruin
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Regulated Financial Planning during the interview. This qualification is essential for the role, so be prepared to discuss how your education has equipped you with the necessary skills.
✨Demonstrate Team Leadership Skills
Since the role involves supporting and training a team of Paraplanners, be ready to share examples of your previous leadership experiences. Discuss how you've successfully mentored others and contributed to a positive team environment.
✨Prepare for Technical Questions
Expect to face technical questions related to financial planning and paraplanning. Brush up on relevant regulations and best practices, and be prepared to explain complex concepts clearly and concisely.
✨Express Enthusiasm for Growth Opportunities
The company is in a growth stage, so express your excitement about potential career progression. Share your long-term goals and how they align with the company's vision, showing that you're committed to growing alongside them.
