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For Companies At a Glance
- Tasks: Join our team as a Paraplanner, providing expert support and crafting detailed financial reports.
- Company: We're a top-tier SJP Partner Practice in Hertfordshire, known for exceptional client service.
- Benefits: Enjoy a positive work/life balance and the chance to engage with clients directly.
- Why this job: Be part of a successful team, making a real impact on clients' financial journeys.
- Qualifications: Experience in paraplanning and report writing is key; Level 4 Diploma is a plus.
- Other info: Standard Financial and Identity checks will be conducted for successful candidates.
The predicted salary is between 24000 - 40000 £ per year.
Paraplanner
Location – Hemel Hempstead
Salary – Up to £40,000 (DoE)
We are an SJP Partner Practice in Hertfordshire looking to appoint an experienced Paraplanner to join our growing team.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals …
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
Familiarize yourself with the specific financial products and solutions that St. James's Place offers. Understanding their investment and retirement products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the practice to gain insights into their work culture and expectations. This can provide you with valuable information that can set you apart during the interview process.
✨Tip Number 3
Prepare to discuss your experience with report writing and technical analysis in detail. Be ready to share examples of how you've successfully supported financial advisors in the past, as this is a key aspect of the Paraplanner role.
✨Tip Number 4
Showcase your ability to work collaboratively within a team. Since team fit is important to them, be prepared to discuss how you contribute to a positive work environment and maintain a healthy work/life balance.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner. Highlight your experience in conducting detailed research and producing compliant financial planning reports in your application.
Tailor Your CV: Customize your CV to reflect your paraplanning experience, particularly focusing on your report writing skills and knowledge of Life, Pension, and Investment products. Use specific examples to demonstrate your expertise.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and how your skills align with the company's values. Mention your approach to work/life balance and team fit, as these are important to the practice.
Follow Application Instructions: When applying, ensure you follow the instructions carefully. Tick the Privacy Policy box and click the green 'apply to this job' button at the bottom of the application page to complete your submission.
How to prepare for a job interview at Burgh Recruitment Limited
✨Showcase Your Technical Expertise
As a Paraplanner, you'll need to demonstrate your technical knowledge during the interview. Be prepared to discuss specific financial planning solutions you've researched and analyzed in the past, and how they benefited clients.
✨Highlight Your Report Writing Skills
Since producing compliant financial planning reports is a key part of the role, make sure to provide examples of your report writing experience. Discuss how you ensure clarity and detail in your reports to meet client needs.
✨Emphasize Team Fit and Work/Life Balance
The company values a positive work environment and work/life balance. Share your experiences working in teams and how you contribute to a collaborative atmosphere. Mention any strategies you use to maintain a healthy balance between work and personal life.
✨Prepare for Client Interaction Scenarios
Since there may be opportunities to attend or host client meetings, think about how you would handle these situations. Prepare to discuss your approach to client communication and how you would address their financial goals and concerns.
