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- Tasks: Assist clients with investment and retirement solutions in a hybrid work model.
- Company: Dynamic financial advisory firm with a focus on client success.
- Benefits: Competitive salary up to £49,000 and flexible working arrangements.
- Why this job: Make a real difference in clients' financial futures while enjoying work-life balance.
- Qualifications: Strong background in financial planning and paraplanning support.
- Other info: Join a growing team with opportunities for professional development.
The predicted salary is between 39000 - 49000 £ per year.
A financial advisory firm is looking to appoint an experienced Paraplanner to join their growing team in the North West. This role offers the opportunity to assist clients with investment and retirement solutions while working in a hybrid model.
The ideal candidate will have a strong background in financial planning, providing high-quality paraplanning support to ensure clients meet their financial goals.
The salary offered is competitive, up to £49,000 dependent on experience.
Hybrid Paraplanner: Investment & Retirement Planning employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Investment & Retirement Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their approach to investment and retirement planning. We suggest practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or case studies that highlight your paraplanning expertise. We want to see how you can add value to the team and help clients achieve their financial goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that hybrid paraplanner role!
We think you need these skills to ace Hybrid Paraplanner: Investment & Retirement Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and paraplanning. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment and retirement planning. We love seeing genuine enthusiasm for helping clients achieve their financial goals.
Showcase Your Hybrid Work Skills: Since this role is hybrid, let us know how you manage your time and productivity when working remotely. Share any tools or strategies you use to stay organised and connected with your team.
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 Burgh Recruitment Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investment and retirement planning. Familiarise yourself with the latest trends and regulations in the financial advisory sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Paraplanning Skills
Prepare to discuss specific examples of how you've provided high-quality paraplanning support in the past. Think about the tools and software you've used, and be ready to explain how your contributions helped clients achieve their financial goals.
✨Emphasise Your Hybrid Work Experience
Since this role offers a hybrid model, be prepared to talk about your experience working remotely and in-office. Highlight how you manage your time effectively and maintain communication with team members, ensuring that you can thrive in both environments.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client relationships or how they support their paraplanners in professional development. This demonstrates your enthusiasm and helps you gauge if the company is the right fit for you.
