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For Companies At a Glance
- Tasks: Write suitability reports, research products, and manage client files for compliance.
- Company: Chartered Independent Financial Advisory firm with a supportive culture.
- Benefits: Competitive salary, twice-yearly bonuses, and professional development opportunities.
- Why this job: Shape client futures while growing your career in a dynamic environment.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, plus advisory experience.
- Other info: Join a team that values your growth and offers excellent career prospects.
The predicted salary is between 28800 - 43200 £ per year.
A Chartered Independent Financial Advisory firm is seeking an experienced Paraplanner in Chester. The role includes writing suitability reports, researching products, and managing client files to ensure FCA compliance.
Candidates should hold or be working towards a Level 4 Diploma in Financial Planning and have experience in an advisory setting.
The company offers a supportive environment, competitive salary, twice-yearly bonuses, and opportunities for professional development.
Paraplanner: Shape Client Futures with Growth & Benefits in London employer: Cestrian Financial Planning Services Limited
Contact Detail:
Cestrian Financial Planning Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Shape Client Futures with Growth & Benefits in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, and don’t be shy about letting them know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA compliance and suitability reports. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your previous work, like reports or research you've done. This will help demonstrate your expertise and commitment to the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Paraplanner position, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Paraplanner: Shape Client Futures with Growth & Benefits in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in writing suitability reports and managing client files. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 Diploma progress!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about financial planning and how you can contribute to our supportive environment. Keep it personal and engaging – we love a good story!
Showcase Your Compliance Knowledge: Since FCA compliance is key in this role, make sure to mention any relevant experience or training you have in this area. We appreciate candidates who understand the importance of regulations in financial advisory.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Cestrian Financial Planning Services Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and suitability reports. Familiarise yourself with the latest FCA regulations, as this will show that you're serious about compliance and can hit the ground running.
✨Showcase Your Experience
Prepare to discuss your previous roles in an advisory setting. Be ready to share specific examples of how you've managed client files and contributed to their financial planning. This will help demonstrate your hands-on experience and problem-solving skills.
✨Ask Insightful Questions
Think of some thoughtful questions to ask during the interview. Inquire about the firm's approach to professional development or how they support their paraplanners. This shows your interest in the role and helps you gauge if it's the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm values a supportive environment, so showing your genuine self can help them see how you’d fit into their team culture.
