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For Companies At a Glance
- Tasks: As a Paraplanner, you'll support financial advisors with client reports and investment strategies.
- Company: Join a successful St. James's Place Partner Practice known for exceptional client service.
- Benefits: Enjoy remote work flexibility and competitive salary up to £50,000 based on experience.
- Why this job: This role offers variety, professional growth, and the chance to make a real impact in clients' lives.
- Qualifications: Experience as a Paraplanner is essential; strong analytical and communication skills are a must.
- Other info: Flexible hours available, making it perfect for students or those seeking part-time work.
Paraplanner
If the following job requirements and experience match your skills, please ensure you apply promptly.
Remote | Financial Planning | Wealth Management
Burgh Recruitment is recruiting for an experienced Paraplanner on behalf of several progressive financial planning firms offering fully remote working.
This is an excellent opportunity for a technically strong paraplanner seeking flexibility and autonomy.
Responsibilities: xiskglj
- Writing suitability reports across pensions, investments and retirement…
Paraplanner employer: Burgh Recruitment Limited
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 or within St. James's Place Partner Practices. Attend relevant webinars or local meetups to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific investment and retirement products offered by St. James's Place. Understanding their offerings will help you demonstrate your knowledge and enthusiasm during any discussions or interviews.
✨Tip Number 3
Consider obtaining additional qualifications or certifications that are relevant to the Paraplanner role. This can set you apart from other candidates and show your commitment to professional development.
✨Tip Number 4
Prepare thoughtful questions about the company culture and client service philosophy of the Practice. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
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 your relevant experience and skills specific to the Paraplanner role. Include any qualifications or certifications that are pertinent to financial planning and paraplanning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention why you want to work with St. James's Place Partner Practice and how you can contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
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 various investment and retirement products. Brush up on the latest offerings and be prepared to discuss how they can benefit clients.
✨Showcase Your Analytical Skills
Highlight your ability to analyse financial data and create comprehensive reports. Be ready to provide examples of how you've successfully supported financial advisers in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to navigate complex client situations and how you resolved them.
✨Emphasise Communication Skills
Effective communication is key in this role. Be prepared to discuss how you convey complex financial information to clients and colleagues, ensuring clarity and understanding.
