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For Companies At a Glance
- Tasks: As a Paraplanner, you'll support financial advisors with research and report writing.
- Company: Join a successful Senior SJP Partner Practice in Whitstable, known for excellent client service.
- Benefits: Enjoy a competitive salary of £30,000 to £40,000 and a full-time role.
- Why this job: Be part of a growing team that values quality service and client satisfaction.
- Qualifications: Experience as a Paraplanner is essential; strong research and analytical skills are a must.
- Other info: This role offers a chance to develop your career in a supportive environment.
The predicted salary is between 30000 - 40000 £ per year.
Overview
Paraplanner — Hampshire Hybrid Working Financial Planning
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.
Responsibilities
- Producing suitability reports and technical documentation
- Conducting research and cashflow modelling
- Supporting advisers with complex cases
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Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners. Attend local events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Research the specific requirements and expectations for a Paraplanner role at our practice. Familiarise yourself with the investment and retirement products we offer, so you can speak knowledgeably during any discussions.
✨Tip Number 3
Consider reaching out to current employees at our practice via LinkedIn. Ask them about their experiences and any tips they might have for standing out as a candidate.
✨Tip Number 4
Prepare for potential interviews by practising common Paraplanner interview questions. Focus on demonstrating your analytical skills and ability to provide excellent client service, which are crucial for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your experience in providing investment and retirement solutions, as well as your ability to deliver excellent client service.
Tailor Your CV: Make sure your CV reflects relevant experience and skills that align with the job description. Emphasise your qualifications, any financial planning certifications, and specific achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you want to work for this Senior SJP Partner Practice and how your background makes you a perfect fit for their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Products
As a Paraplanner, you'll need to demonstrate a solid understanding of investment and retirement products. Brush up on the latest trends and regulations in the financial sector to show that you're well-informed and ready to contribute.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical approach to financial planning. Be ready to provide examples of how you've assessed client needs and developed tailored solutions in previous roles.
✨Emphasise Team Collaboration
Highlight your experience working within a team, especially in a financial services environment. Discuss how you’ve collaborated with financial advisers and other professionals to deliver exceptional client service.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about their practice, team dynamics, and client base. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
