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- Tasks: Support Financial Planners with technical advice and ensure compliance for clients.
- Company: Reputable financial planning firm known for its collaborative team culture.
- Benefits: Salary up to £52,000, private medical insurance, and life assurance.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and experience in financial planning.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 31200 - 52000 £ per year.
A reputable financial planning firm in the UK seeks an experienced Paraplanner to join their collaborative team. The role involves providing technical and planning support to Financial Planners, ensuring compliant and clear advice is delivered to clients.
Candidates should have a Level 4 Diploma in Regulated Financial Advice and proven experience in financial planning.
The position offers a salary up to £52,000 plus excellent benefits including private medical insurance and life assurance.
Senior Paraplanner – Wealth Planning & Client Impact employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Wealth Planning & Client Impact
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their values and services. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, and we want you to shine!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or case studies that highlight your experience as a Paraplanner. We want to see how you’ve made an impact in your past roles, so don’t hold back!
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate candidates like you who are ready to make a difference in wealth planning.
We think you need these skills to ace Senior Paraplanner – Wealth Planning & Client Impact
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Advice and any relevant experience. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
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 collaborative team. Share specific examples of how you've provided technical support in financial planning.
Showcase Your Compliance Knowledge: Since delivering compliant advice is key, make sure to mention your understanding of compliance regulations in your application. We appreciate candidates who can demonstrate their commitment to clear and compliant client interactions.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around compliance and client advice. Be ready to discuss your Level 4 Diploma in Regulated Financial Advice and how it applies to real-world scenarios.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've provided technical support to Financial Planners. Highlight any successful outcomes that demonstrate your ability to deliver clear and compliant advice to clients.
✨Understand the Company Culture
Research the firm’s values and team dynamics. Being able to articulate how you fit into their collaborative environment will show that you’re not just a good candidate, but the right candidate for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This shows your genuine interest and helps you assess if the firm aligns with your career goals, especially regarding client impact and wealth planning.
