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- Tasks: Provide high-quality paraplanning services and support Consultants with technical advice.
- Company: Well-established Chartered Accountants firm in Cheltenham.
- Benefits: Competitive salary of £45,000 to £55,000 and mentoring opportunities.
- Why this job: Work on complex financial planning cases and make a real difference for clients.
- Qualifications: Experience as a Paraplanner or Senior Paraplanner required.
- Other info: Opportunity to mentor junior members and grow your career.
The predicted salary is between 45000 - 55000 £ per year.
A well-established firm of Chartered Accountants in Cheltenham is seeking an experienced Paraplanner or Senior Paraplanner. The successful candidate will provide a high-quality, client-focused paraplanning service and support Consultants with technical advice. Senior level candidates will have the opportunity to mentor junior members. This role offers a competitive salary between £45,000 and £55,000 per annum and the chance to work on complex financial planning cases.
Senior Paraplanner — Cheltenham, Complex Planning employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — Cheltenham, Complex Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in paraplanning or at firms you’re interested in. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on complex financial planning topics. We want you to feel confident discussing technical advice and showcasing your expertise. Practise common interview questions with a mate to nail that delivery!
✨Tip Number 3
Don’t forget to highlight your mentoring skills! If you’ve got experience guiding junior members, make sure to mention it. Firms love candidates who can help develop their team, so let’s show them what you’ve got!
✨Tip Number 4
Apply through our website for a smoother process! It’s quick and easy, plus you’ll be one step closer to landing that Senior Paraplanner role. Let’s get you in front of the right people!
We think you need these skills to ace Senior Paraplanner — Cheltenham, Complex Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in providing client-focused paraplanning services and any mentoring you've done. We want to see how you can support our Consultants with technical advice!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your experience with complex financial planning cases and how you’ve added value in previous positions.
Showcase Your Skills: Don’t forget to showcase your skills relevant to the role. Whether it's your analytical abilities or your knack for client communication, we want to know what makes you stand out as a Senior Paraplanner!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clark Wood
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss complex cases you've worked on and how you approached them. This will show that you’re not just experienced, but also confident in your expertise.
✨Showcase Your Mentoring Skills
Since the role involves mentoring junior members, think of examples where you've successfully guided others. Share specific instances where your support made a difference, as this will highlight your leadership qualities and commitment to team development.
✨Client-Focused Mindset
Demonstrate your understanding of client needs by discussing how you tailor your paraplanning services to meet those needs. Prepare to give examples of how you've provided high-quality, client-focused advice in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to complex planning and their expectations for the Senior Paraplanner role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
