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- Tasks: Support financial advisers by researching and analysing client portfolios.
- Company: Leading financial services company with a collaborative team culture.
- Benefits: Annual bonus, extra holiday options, and comprehensive training programme.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: At least two years of paraplanning experience and relevant financial qualifications.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial services company is seeking a paraplanner to support financial advisers in delivering advice and services to clients. This role involves researching financial planning arrangements, analyzing investment portfolios, and producing suitability reports. The ideal candidate will have at least two years of paraplanning experience and relevant financial qualifications.
Key benefits include:
- An annual bonus
- Additional holiday options
- A comprehensive training program
All within a collaborative team environment.
Paraplanner — Technical Research & Client Reports employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner — Technical Research & Client Reports
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for paraplanning roles. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial planning arrangements and investment portfolios confidently. We recommend practising common interview questions with a friend or using mock interview tools.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your past paraplanning work and how it aligns with their needs. Use specific examples of reports you've produced or research you've conducted.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner — Technical Research & Client Reports
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 services and how you can support our advisers. Keep it engaging and personal – we love a bit of personality!
Showcase Your Research Skills: Since the role involves researching financial planning arrangements, include examples of how you've successfully conducted research in the past. We’re looking for someone who can dig deep and provide valuable insights!
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 Chase de Vere
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss different investment portfolios and the latest trends in the industry. This will show that you're not just qualified, but genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past paraplanning roles. Talk about how you've supported financial advisers, conducted research, and produced reports. This will help demonstrate your hands-on experience and problem-solving skills.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to client services and team collaboration. This shows that you’re engaged and thinking critically about how you can contribute to their success.
✨Highlight Your Team Spirit
Since the role is within a collaborative environment, be sure to express your ability to work well in a team. Share examples of how you've successfully collaborated with colleagues in the past to achieve common goals.
