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For Companies At a Glance
- Tasks: Research financial planning arrangements and analyse market trends to support clients.
- Company: Dynamic financial services firm based in Bath with a focus on innovation.
- Benefits: Competitive salary, annual bonuses, 25 days holiday, and great work-life balance.
- Why this job: Join a team where your research skills can make a real difference in financial planning.
- Qualifications: Minimum 2 years paraplanning experience and relevant financial qualifications required.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 28800 - 48000 £ per year.
A financial services firm in Bath is seeking an Entry-level Paraplanner to research financial planning arrangements and analyze market trends. Candidates must have a minimum of 2 years' experience in paraplanning and relevant financial planning qualifications.
The role involves:
- Conducting investment portfolio analysis
- Writing technical reports
- Ensuring compliance with regulations
Offers a salary with annual bonuses, 25 days of holiday, and various employee benefits to support work-life balance.
Paraplanner — Research‐Driven Financial Planning with Benefits in Bath employer: Chase de Vere Medical
Contact Detail:
Chase de Vere Medical Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner — Research‐Driven Financial Planning with Benefits in Bath
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those who are already working as paraplanners. Attend industry events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Showcase your skills! Prepare a portfolio that highlights your research and analysis work. Include examples of investment portfolio analyses or technical reports you've written to demonstrate your expertise and attention to detail.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses to common paraplanning questions. This will help you feel more confident and articulate during the actual interview.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to submit your details. Plus, we love seeing candidates who take the initiative to apply directly!
We think you need these skills to ace Paraplanner — Research‐Driven Financial Planning with Benefits in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications. 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 your research skills can benefit us. Keep it concise but impactful!
Showcase Your Analytical Skills: Since the role involves analysing market trends and investment portfolios, make sure to mention any specific tools or methodologies you’ve used in your previous roles. We love a data-driven approach!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother 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 Medical
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest market trends and be ready to discuss how they impact investment portfolios. This will show that you're not just qualified, but genuinely interested in the field.
✨Prepare for Technical Questions
Since the role involves writing technical reports, expect questions that test your analytical skills. Practice explaining complex financial concepts clearly and concisely. You might even want to prepare a sample report to showcase your writing abilities.
✨Showcase Your Compliance Knowledge
Compliance is key in financial services. Familiarise yourself with relevant regulations and be prepared to discuss how you ensure compliance in your work. This will demonstrate your attention to detail and commitment to ethical practices.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to financial planning or how they support their employees' professional development. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
