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- Tasks: Provide expert financial planning advice and prepare tailored recommendations for clients.
- Company: Dynamic financial services firm with a supportive and flexible work culture.
- Benefits: Competitive salary, bonus package, and hybrid working options.
- Why this job: Join a team that values quality advice and supports your professional growth.
- Qualifications: Level 4 Diploma and experience in retirement and investment products required.
- Other info: Great opportunity for career advancement in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm based in Alderley Edge is seeking an experienced Paraplanner to join their client service team. The role involves providing technical expertise in financial planning, conducting research, and preparing recommendations. The firm values quality advice and offers a supportive environment with flexibility in work arrangements.
Ideal candidates will hold a Level 4 Diploma and have experience in retirement and investment products. Competitive salary and bonus package included.
Senior Paraplanner — Hybrid Role, Pension + Bonus in Alderley Edge employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — Hybrid Role, Pension + Bonus in Alderley Edge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like the one in Alderley Edge. A personal recommendation can make all the difference.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss retirement and investment products, as well as demonstrate your expertise in financial planning. We want you to shine!
✨Tip Number 3
Showcase your soft skills! The firm values quality advice and a supportive environment, so be ready to highlight your communication and teamwork abilities during interviews. We know you’ve got it in you!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that Senior Paraplanner role.
We think you need these skills to ace Senior Paraplanner — Hybrid Role, Pension + Bonus in Alderley Edge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and your Level 4 Diploma. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in retirement and investment products!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our client service team and how you can contribute to providing quality advice. Keep it personal and engaging – we love a good story!
Showcase Your Research Skills: Since the role involves conducting research, mention any relevant projects or experiences where you’ve demonstrated your ability to gather and analyse information effectively. We appreciate candidates who can think critically and provide solid recommendations.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning, retirement, and investment products. Be ready to discuss specific cases or scenarios where you've applied your expertise, as this will show the firm that you can provide the quality advice they value.
✨Research the Firm
Take some time to understand the firm's values, culture, and the services they offer. This will not only help you tailor your answers but also demonstrate your genuine interest in joining their team. Mentioning specific aspects of the firm during the interview can really set you apart.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client service or how they support their team’s professional development. It shows you're engaged and thinking about how you can contribute to their success.
✨Showcase Your Flexibility
Since this is a hybrid role, be prepared to discuss how you manage your time and work effectively both in the office and remotely. Share examples of how you've successfully adapted to different working environments in the past, highlighting your ability to thrive in a flexible setting.
