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- Tasks: Provide technical expertise in financial planning and create structured client reports.
- Company: Established financial practice with a supportive remote team.
- Benefits: Excellent salary, benefits, and support for progression to Chartered status.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Strong report-writing skills and a Diploma qualification required.
- Other info: Great opportunities for career progression in a collaborative environment.
The predicted salary is between 28800 - 48000 £ per year.
A well-established financial practice is seeking an experienced Paraplanner to join their Remote team. The role involves providing technical expertise in financial planning, collaborating with advisory teams, and delivering well-structured Client reports.
The ideal candidate will have strong report-writing skills and a Diploma qualification. This position offers excellent salary and benefits, along with support for progression to Chartered status.
Remote Paraplanner & Financial Planning Analyst employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner & Financial Planning Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by practising common questions related to financial planning. We recommend setting up mock interviews with friends or using online platforms to get comfortable with the format and ensure you shine when it counts.
✨Tip Number 3
Showcase your report-writing skills! Create a portfolio of sample reports that highlight your technical expertise and attention to detail. This will give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Remote Paraplanner & Financial Planning Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and showcases your report-writing skills. We want to see how your background aligns with the role, so don’t be shy about emphasising relevant qualifications and experiences!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your technical expertise in financial planning and how you’ve collaborated with advisory teams in the past.
Showcase Your Qualifications: Since we’re looking for someone with a Diploma qualification, make sure to mention this prominently in your application. If you have any additional certifications or training, include those too – they can really set you apart from other candidates!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be on your way to joining our remote team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends and regulations in the industry, as well as the technical aspects of paraplanning. This will help you answer questions confidently and show that you're up to date.
✨Showcase Your Report-Writing Skills
Since strong report-writing skills are crucial for this role, prepare a few examples of reports you've written in the past. Be ready to discuss your writing process and how you ensure clarity and structure in your documents.
✨Collaborate Like a Pro
This position involves working closely with advisory teams, so be prepared to talk about your experience in collaboration. Think of specific examples where you’ve successfully worked with others to achieve a common goal, and highlight your communication skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, opportunities for progression to Chartered status, or how the team collaborates. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
