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- Tasks: Conduct financial analysis and prepare suitability reports for clients.
- Company: Leading financial services firm in Cardiff with a strong reputation.
- Benefits: Competitive salary, annual bonus, paid study leave, and flexible perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Over 2 years of experience in paraplanning with strong technical knowledge.
- Other info: Full-time role with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Cardiff is seeking an experienced Paraplanner to provide independent financial research and advice.
Responsibilities include:
- Conducting thorough financial analysis
- Preparing suitability reports
- Ensuring compliance with regulations
The ideal candidate will have over 2 years of experience in a similar role with strong technical knowledge and attention to detail.
This full-time position offers a competitive salary, annual bonus, and numerous benefits including paid study leave and flexible perks.
Paraplanner: Elevate Financial Planning & Research in Cardiff employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Elevate Financial Planning & Research in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at Elevate Financial Planning & Research. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and compliance regulations. We want you to showcase your expertise in financial analysis and suitability reports, so practice articulating your experience clearly.
✨Tip Number 3
Don’t forget to research the company culture at Elevate. Understanding their values and how they operate will help you tailor your responses during the interview and show that you’re a great fit for their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner: Elevate Financial Planning & Research in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner. We want to see how your skills in financial analysis and report preparation align with what we're looking for. Don’t just send a generic CV; personalise it for us!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team at Elevate Financial Planning & Research. Share specific examples of your past work that demonstrate your attention to detail and technical knowledge.
Showcase Your Compliance Knowledge: Since compliance is key in our industry, make sure to mention any relevant experience or training you have in this area. We want to know how you ensure adherence to regulations in your previous roles.
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. Plus, it shows you’re keen to join us!
How to prepare for a job interview at Chase de Vere
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Be ready to discuss recent trends in financial planning and demonstrate your understanding of compliance regulations. This will show that you're not just experienced, but also current in your field.
✨Prepare Suitability Reports
Since preparing suitability reports is a key part of the role, practice creating a mock report based on hypothetical client scenarios. This will help you articulate your thought process during the interview and showcase your attention to detail.
✨Showcase Your Analytical Skills
Be prepared to discuss specific examples of how you've conducted financial analysis in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see your analytical capabilities in action.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to financial research or how they ensure compliance. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
