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- Tasks: Provide expert financial planning support and create detailed client reports.
- Company: Successful SJP Partner Practice with a strong reputation in Edinburgh or Stirling.
- Benefits: Salary up to £45,000, flexible working options, and a path to Chartered status.
- Why this job: Join a thriving team and advance your career in financial planning.
- Qualifications: Experience as a Paraplanner and relevant financial qualifications.
- Other info: Hybrid/remote work environment with opportunities for professional growth.
The predicted salary is between 36000 - 54000 £ per year.
A recruitment agency is looking for an experienced Paraplanner to join a successful SJP Partner Practice in Edinburgh or Stirling. The role involves providing technical expertise and support in financial planning, alongside producing detailed client reports.
Offering a salary up to £45,000 and flexible working options, this position is an excellent opportunity for a qualified professional aiming to progress in the field.
Senior Paraplanner – Hybrid/Remote, Path to Chartered employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Hybrid/Remote, Path to Chartered
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at SJP Partner Practices. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss financial planning strategies and client report production. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to highlight your qualifications and any relevant experience during interviews. Show how your background aligns with the role of a Senior Paraplanner and how you can contribute to the team’s success.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate professionals ready to take their careers to the next level.
We think you need these skills to ace Senior Paraplanner – Hybrid/Remote, Path to Chartered
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your technical expertise in financial planning!
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 Senior Paraplanner role. We love seeing genuine enthusiasm, so let us know what excites you about working with our SJP Partner Practice.
Showcase Your Attention to Detail: Since the role involves producing detailed client reports, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and professionally!
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 updates regarding your application status!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and technical expertise. Be ready to discuss specific strategies you've used in the past and how they benefited clients. This will show that you're not just familiar with the theory but can apply it effectively.
✨Tailor Your Experience
When discussing your previous roles, focus on experiences that align closely with the responsibilities of a Senior Paraplanner. Highlight your experience in producing detailed client reports and any successful financial plans you've developed. This will demonstrate your suitability for the role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the practice and its approach to financial planning. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Consider asking about their client base or how they support their paraplanners' professional development.
✨Show Your Ambition
Since this role offers a path to becoming Chartered, express your enthusiasm for professional growth. Share your career goals and how you see this position helping you achieve them. This will highlight your commitment to the field and your desire to contribute to the practice's success.
