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- Tasks: Create detailed reports and support advisers with complex financial cases.
- Company: A growing financial planning firm in Hampshire with a collaborative vibe.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive team.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: Experience as a Paraplanner and strong research skills.
- Other info: Great opportunity for career growth in a thriving industry.
The predicted salary is between 30000 - 48000 £ per year.
Burgh Recruitment is working with a growing financial planning firm in Hampshire that is seeking an experienced Paraplanner. This role offers a collaborative environment and hybrid working.
Role overview:
- Producing suitability reports and technical documentation
- Conducting research and cashflow modelling
- Supporting advisers with complex cases
Ready to apply? Before you do, make sure to read all the details pertaining to this job in the description above.
Paraplanner in Northam employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Northam
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss suitability reports, cashflow modelling, and how you support advisers with complex cases. We want you to shine!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and work style. Check out our website for opportunities that fit your vibe and make sure to tailor your approach to each company.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Northam
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner. We want to see how your skills match the role, so don’t be shy about showcasing your expertise in producing suitability reports and conducting research.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this hybrid working role. We love seeing enthusiasm for financial planning and how you can support advisers with complex cases.
Showcase Your Technical Skills: Since this role involves technical documentation and cashflow modelling, make sure to mention any relevant tools or software you’re familiar with. We appreciate candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important details about the role!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Brush up on producing suitability reports and cashflow modelling techniques. Be ready to discuss specific examples from your past experience where you’ve successfully supported advisers with complex cases.
✨Research the Company
Before the interview, take some time to learn about the financial planning firm you're applying to. Understand their values, services, and any recent news. This will not only help you tailor your answers but also show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, the team dynamics, and the company culture. This shows that you’re engaged and helps you determine if this is the right fit for you as well.
✨Practice Makes Perfect
Rehearse common interview questions related to paraplanning and financial planning. Consider doing mock interviews with a friend or using online resources. The more comfortable you are with your responses, the more confident you’ll feel during the actual interview.
