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- Tasks: Join our team as a Senior Paraplanner, supporting top financial advisers and managing client portfolios.
- Company: We're a leading IFA business in Sheffield, known for exceptional private client advice.
- Benefits: Enjoy flexible hybrid working, a competitive salary, bonuses, and comprehensive benefits.
- Why this job: Be part of a growing team, enhance your skills, and make a real impact in finance.
- Qualifications: Must have QCF level 4 Diploma and experience in paraplanning.
- Other info: Work 37.5 hours a week with early finishes on Fridays and 26 days of holiday.
The predicted salary is between 32000 - 48000 £ per year.
The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting an industry experienced, QCF level 4 Diploma qualified Paraplanner into their expanding technical support team. Office Location: Sheffield Hybrid/Home Working: Yes – Flexible Package: £40-45k base DOE + bonus and full company benefits Benefits: 4xDIS, 5% pension plus wider perks as well as full CII study support Bonus: Bonus/profit share paid annually and based company performance Holidays: 26-days + stats Hours: 37.5 hrs per week with an early finish on Fridays The Role: A consultative paraplanning role working specifically alongside two high-performing financial advisers managing significant client AUM. Duties include: Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews. Provide response to client technical queries. Produce client cash flow models. Assist with updating with the firms preferred provider panels – This will involve the ongoing monitoring of recommended structures and providers. Assist in the training of other members of staff on all areas of a…
Senior Paraplanner employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarize yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also show that you're proactive and knowledgeable about the industry.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work as paraplanners or financial advisers. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss specific examples of your experience in producing client reports and handling technical queries. Being able to articulate your past successes will set you apart from other candidates.
✨Tip Number 4
Show enthusiasm for continuous learning, especially regarding CII study support. Highlighting your commitment to professional development can make a strong impression on potential employers.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior Paraplanner position. Understand the key responsibilities and required qualifications, such as the QCF level 4 Diploma, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in paraplanning and any specific achievements that demonstrate your ability to produce accurate client reports and manage client queries effectively.
Showcase Technical Skills: Detail your technical skills related to financial advising, such as experience with cash flow modeling and familiarity with compliance standards. This will show that you are well-equipped for the consultative nature of the role.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for joining a reputable IFA business. Mention why you are interested in this specific role and how you can contribute to their team.
How to prepare for a job interview at CB3 Associates Ltd
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, it's crucial to demonstrate your understanding of financial products and regulations. Be prepared to discuss specific examples of client reports you've produced and how you ensured compliance.
✨Highlight Your Experience with High Net Worth Clients
Since the company focuses on HNW private client advice, share your experiences working with similar clients. Discuss how you managed their portfolios and addressed their unique needs.
✨Prepare for Technical Queries
Expect to answer technical questions during the interview. Brush up on common client queries and be ready to explain how you would approach resolving them effectively.
✨Demonstrate Team Collaboration Skills
The role involves working closely with financial advisers and training other staff members. Share examples of how you've successfully collaborated in a team setting and contributed to training or mentoring others.
