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- Tasks: Support high-performing IFA’s with product research and suitability report writing.
- Company: Join a respected and expanding IFA business in the York area.
- Benefits: Enjoy hybrid work, competitive salary, bonuses, and professional development support.
- Why this job: Be part of a client-focused wealth management firm with a collaborative culture.
- Qualifications: Must have QCF Level 4 Diploma and relevant paraplanning experience.
- Other info: 25 days holiday plus stats and free parking on site.
The predicted salary is between 32000 - 48000 £ per year.
The Company: A highly regarding and now expanding IFA business based in the York area looking to bring in an experienced, fully QCF Level 4 Diploma qualified Paraplanner. Part of a larger group and with multiple sites across the North of England this is an opportunity to join an established wealth management firm who adopt a very focused, client-centric approach to advice: Office Location: Clifton Moor, North York Hybrid/Home Working: Yes – 3-days office/2-days WFH Package: £40-42k base DOE + 15% annual bonus and full company benefits: Benefits: Scottish Widows pension, quarterly recognition awards, support with professional development (CII) as well as free parking on site Holidays: 25-days + stats Standard hours: 37.5hrs p/w – 9am-5pm (Mon-Fri) The Role: A private wealth biased Paraplanning role/remit providing key product research and suitability report writing support to multiple high performing IFA’s. Key accountabilities include: Compile suitability reports detailing recommended advice to suit the clients’ needs Maintain an ongoing relationship with clients – Keeping them informed, answering technical queries and arranging review meetings where appropriate Carry out product research and analyse products and services that are appr…
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 specific financial products and services that the company offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can be beneficial during your discussions.
✨Tip Number 3
Prepare to discuss your experience with client-centric approaches in your previous roles. Highlight specific examples where you successfully maintained client relationships and provided tailored advice.
✨Tip Number 4
Stay updated on industry trends and regulatory changes that may impact wealth management. Being knowledgeable about current events will show your commitment to the field and readiness for the role.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your QCF Level 4 Diploma qualifications. Emphasize any relevant skills in product research and report writing that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-centric approach and your ability to maintain ongoing relationships with clients. Mention specific examples of how you've successfully supported IFAs in the past.
Highlight Relevant Experience: In your application, focus on your previous roles and responsibilities that relate directly to the key accountabilities mentioned in the job description, such as compiling suitability reports and conducting product research.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at CB3 Associates Ltd
✨Showcase Your Qualifications
Make sure to highlight your QCF Level 4 Diploma and any relevant experience you have in paraplanning. Be prepared to discuss how your qualifications align with the needs of the firm and how they can benefit their client-centric approach.
✨Demonstrate Client-Centric Thinking
Since the company emphasizes a client-centric approach, be ready to provide examples of how you've successfully maintained client relationships in the past. Discuss how you prioritize client needs and how you handle technical queries.
✨Prepare for Technical Questions
Expect to answer questions related to product research and suitability report writing. Brush up on your knowledge of financial products and be ready to explain your process for compiling suitability reports.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to wealth management and their expectations for the paraplanner role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
