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- Tasks: Join our team as a Paraplanner, supporting financial planning and client management.
- Company: We are a successful SJP Partner Practice based in North Leeds.
- Benefits: Enjoy a competitive salary, bonuses, and a supportive work environment.
- Why this job: Kickstart your career in finance with a dynamic team and growth opportunities.
- Qualifications: Ideal for those starting in Paraplanning or with some experience.
- Other info: Full-time position located in Leeds, perfect for ambitious individuals.
The predicted salary is between 24500 - 30000 £ per year.
Location - Leeds (West Park, LS16)
Salary - £24,500 to £30,000 + Bonus (Dependent upon experience)
Hours - full time, in office
We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplanning or have some experience and are now looking for the next step in your career. Our Practice is highly successful.
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 are already working as Paraplanners. Attend local finance events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in Paraplanning. Being proficient in these can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Consider seeking out a mentor who is experienced in Paraplanning. They can provide valuable insights into the industry and help you navigate your career path effectively.
✨Tip Number 4
Stay updated on the latest regulations and trends in financial planning. Demonstrating your knowledge of current issues during interviews can showcase your dedication and expertise in the field.
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 understanding of financial planning and how your skills align with the requirements of the position.
Tailor Your CV: Customise your CV to reflect relevant experience in Paraplanning or related fields. Emphasise any qualifications, skills, or achievements that demonstrate your capability for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention why you want to work with this specific SJP 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 professional.
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Regulations
As a Paraplanner, it's crucial to have a solid understanding of financial regulations and compliance. Brush up on the latest rules and guidelines relevant to the role, as this will demonstrate your commitment to the profession and your ability to navigate the complexities of financial planning.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical skills and how you've applied them in previous roles or during your training. Be ready to provide examples of how you've assessed client needs and developed tailored financial plans, as this is a key aspect of the Paraplanner position.
✨Demonstrate Team Collaboration
Highlight your ability to work collaboratively with financial advisers and other team members. Share specific instances where you've contributed to a team project or supported colleagues in achieving client goals, as teamwork is essential in this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and its approach to financial planning. This shows your genuine interest in the role and helps you assess if the practice aligns with your career aspirations. Consider asking about their client base, growth opportunities, or the tools they use for financial analysis.
