Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by researching client needs and conducting investment analysis.
- Company: Leading financial advisory firm in England with a collaborative culture.
- Benefits: Annual bonus, training programs, 25 days holiday, and flexible benefits.
- Why this job: Make a real impact on client success in a dynamic and supportive environment.
- Qualifications: At least 2 years of paraplanning experience and technical knowledge in financial planning.
- Other info: Great opportunity for career growth and professional development.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm in England is seeking an experienced paraplanner to support financial advisers. The ideal candidate will have at least 2 years of paraplanning experience and technical knowledge in financial planning qualifications.
Responsibilities include:
- Researching client financial needs
- Conducting investment analysis
- Writing suitability reports
Benefits include:
- Annual bonus
- Training programs
- 25 days holiday
- Flexible benefits
This role offers a chance to contribute significantly to client success in a collaborative environment.
Senior Paraplanner: Research‑Driven Financial Planning in Taunton employer: Chase De Vere Independent Financial Advisers Limited
Contact Detail:
Chase De Vere Independent Financial Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner: Research‑Driven Financial Planning in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars to meet potential employers and show off your knowledge in paraplanning.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss your experience with investment analysis and suitability reports, as these are key in showcasing your expertise.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored job listings that match your skills in financial planning.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds.
We think you need these skills to ace Senior Paraplanner: Research‑Driven Financial Planning in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical knowledge in financial planning. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
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 engaging and relevant to the job description.
Showcase Your Research Skills: Since the role involves researching client financial needs, include examples of how you've successfully conducted research in your previous roles. We love seeing candidates who can demonstrate their analytical abilities!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Chase De Vere Independent Financial Advisers Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge in financial planning. Be ready to discuss your paraplanning experience and how it relates to the role. Familiarise yourself with common investment analysis techniques and suitability report writing, as these will likely come up during the interview.
✨Research the Firm
Take some time to understand the financial advisory firm you're interviewing with. Look into their values, recent news, and their approach to client success. This will not only help you tailor your answers but also show that you're genuinely interested in being part of their team.
✨Prepare Real-Life Examples
Think of specific instances from your past work where you've successfully researched client needs or conducted investment analyses. Use the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you demonstrate your skills effectively and make a lasting impression.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to collaboration among paraplanners and advisers, or ask about the training programmes they offer. This shows that you're proactive and keen to contribute to the team's success.
