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- 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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or join online forums where you can meet potential employers and other paraplanners. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your skills! When you get the chance to chat with hiring managers, be ready to discuss your experience with writing suitability reports and managing client files. Highlight how your Level 4 Diploma in Financial Planning (or progress towards it) makes you a great fit for their team.
✨Tip Number 3
Prepare for interviews by researching the company! Understand their values and what they offer in terms of professional development. This will help you tailor your answers and show that you're genuinely interested in shaping client futures with them.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and follow up if needed.
We think you need these skills to ace Paraplanner: Shape Client Futures with Growth & Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant advisory experience to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it concise but engaging, and don’t forget to mention your experience with suitability reports.
Showcase Your Research Skills: Since researching products is key in this role, consider including examples of how you've successfully conducted research in the past. This will demonstrate to us that you have the analytical skills we’re looking for.
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 Cestrian Financial Planning Services Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and suitability reports. Being able to discuss specific examples from your experience will show that you’re not just familiar with the theory but can apply it in practice.
✨Showcase Your Compliance Knowledge
Since FCA compliance is a big part of the role, be prepared to talk about how you've ensured compliance in your previous roles. Bring up any relevant experiences where you navigated regulatory requirements successfully.
✨Demonstrate Your Research Skills
The job involves researching products, so think of a time when your research led to a successful outcome for a client. Be ready to explain your process and how you evaluate different options to find the best fit.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client management and professional development opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
