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For Companies At a Glance
- Tasks: Support Financial Advisers by preparing reports and conducting product research.
- Company: Join a friendly, high-performing team in the financial services sector.
- Benefits: Enjoy a competitive salary, 25 days holiday, and a pension scheme.
- Why this job: Be part of a proactive team delivering top-notch financial services.
- Qualifications: Experience as a Paraplanner and relevant financial qualifications are essential.
- Other info: Located near the Somerset/Devon border, easily commutable from nearby towns.
The predicted salary is between 28800 - 43200 £ per year.
Are you an experienced Paraplanner with a passion for financial services? We are seeking a dedicated paraplanning professional to support our client's team of Financial Advisers. This is a fantastic opportunity to join a successful, friendly, and high-performing team.
Key Responsibilities for a Paraplanner:
- Collaborate closely with Financial Advisers to provide comprehensive support.
- Prepare detailed financial reports and recommendations.
- Conduct thorough research and analysis of financial products.
- Ensure compliance with industry regulations and standards.
Requirements of a Paraplanner:
- Proven experience in a similar Paraplanner role.
- Strong understanding of financial planning processes and products.
- Excellent analytical and communication skills.
- Relevant financial qualifications are a plus.
- Level 4 Diploma in Financial Services and/or working towards Level 6 Advanced Diploma.
Benefits include:
- Competitive salary, negotiable depending on experience.
- 25 days holiday, plus bank holidays.
- Pension scheme.
- Death in service benefit.
If you are an experienced Paraplanner with a positive and proactive approach who wants to work with a proactive team and deliver the best service, this is the role for you. Our client is based on the Somerset / Devon border so highly commutable from Taunton, Wellington, Exeter areas.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Jo Caine
Ref: 10805
Locations
Paraplanner employer: Cathedral Appointments | South West Recruitment
Contact Detail:
Cathedral Appointments | South West Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with Financial Advisers and other Paraplanners. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Stay updated on the latest financial products and regulations. Subscribe to industry newsletters or follow relevant blogs. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare for potential interviews by practising common paraplanning scenarios. Think about how you would handle specific client situations or compliance issues. This will help you articulate your thought process and problem-solving skills during discussions.
✨Tip Number 4
Research the company culture of the organisation you're applying to. Understanding their values and work environment can help you tailor your approach and show how you would be a great fit for their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner. Focus on relevant roles, showcasing your analytical skills and understanding of financial planning processes. Use keywords from the job description to align your experience with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial services and your proactive approach. Mention specific experiences where you collaborated with Financial Advisers and prepared financial reports. This is your chance to show how you can contribute to their high-performing team.
Highlight Relevant Qualifications: If you have a Level 4 Diploma in Financial Services or are working towards a Level 6 Advanced Diploma, make sure to mention this prominently in your application. This will demonstrate your commitment to professional development and compliance with industry standards.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Cathedral Appointments | South West Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to the role. Be prepared to discuss specific products and how they can benefit clients, as this will demonstrate your expertise and readiness to support Financial Advisers.
✨Showcase Your Analytical Skills
During the interview, highlight your analytical abilities by discussing past experiences where you've conducted thorough research or analysis. Use examples that illustrate how your insights led to successful financial recommendations.
✨Prepare for Compliance Questions
Since compliance is crucial in the financial services industry, be ready to answer questions about industry regulations and standards. Familiarise yourself with the latest compliance requirements to show that you are up-to-date and responsible.
✨Demonstrate Team Collaboration
As a Paraplanner, you'll be working closely with Financial Advisers. Share examples of how you've successfully collaborated in previous roles, emphasising your communication skills and ability to work within a team to achieve common goals.
