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- Tasks: Join a team to create tailored financial planning solutions for clients.
- Company: A well-established independent financial planning firm with a client-focused approach.
- Benefits: Enjoy hybrid working, 25 days holiday, life cover, and a company pension.
- Why this job: Be part of a supportive culture that values precision and professionalism.
- Qualifications: Minimum 2 years' experience and Level 4 Diploma (or working towards it) required.
- Other info: Work in a collaborative environment with opportunities for professional growth.
The predicted salary is between 36000 - 54000 £ per year.
Paraplanner – Independent Financial Planning FirmLocation: Offices near Hemel Hempstead, Hertfordshire (Hybrid Working)Employment Type: Full-time | PermanentSalary: Up to £45,000 (Depending on Experience) Are you an experienced Paraplanner looking to join a supportive and well-established independent financial planning firm? This is a fantastic opportunity to become part of a collaborative team that values precision, professionalism, and client care. You’ll be working closely with a team of advisers to deliver tailored financial planning solutions across pensions, investments, and protection. This firm is known for its client-focused approach and strong internal culture. Highlights: Minimum of 2 years’ experience in a Paraplanning roleLevel 4 Diploma qualified (or working towards completion)Proven ability to write suitability reports and conduct technical researchStrong attention to detail and excellent communication skillsConfident using financial planning software and working as part of a team Benefits & Package: Hybrid Working: Office days Tuesday-Thursday | WFH Mondays & Fridays25 days holiday + bank holidaysHoliday purchase schemeLife coverCompany pension (via salary sacrific…
Paraplanner, Offices near Hemel Hempstead, Hybrid, Full-time, Up to £45,000 (DOE) employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, Offices near Hemel Hempstead, Hybrid, Full-time, Up to £45,000 (DOE)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend local finance events or join online forums to connect with others in the field. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific financial planning software used by the firm. If you know which tools they use, consider taking online courses or tutorials to enhance your skills. Demonstrating proficiency in their preferred software can set you apart from other candidates.
✨Tip Number 3
Prepare for potential interviews by brushing up on your knowledge of pensions, investments, and protection products. Be ready to discuss recent changes in regulations or market trends that could impact financial planning. Showing that you are informed will impress the interviewers.
✨Tip Number 4
Research the company’s culture and values thoroughly. Understand their client-focused approach and think about how your experience aligns with their mission. During interviews, share examples of how you've demonstrated similar values in your previous roles.
We think you need these skills to ace Paraplanner, Offices near Hemel Hempstead, Hybrid, Full-time, Up to £45,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your ability to write suitability reports and conduct technical research. Use specific examples that demonstrate your attention to detail and communication skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your relevant qualifications, such as your Level 4 Diploma or progress towards it, and how your experience aligns with their client-focused approach.
Showcase Your Technical Skills: Since the role requires confidence in using financial planning software, mention any specific tools you are proficient in. Highlight how these skills have helped you in previous roles to deliver tailored financial solutions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Click To Hired
✨Showcase Your Experience
Make sure to highlight your minimum of 2 years’ experience in a Paraplanning role. Be prepared to discuss specific examples of how you've contributed to financial planning solutions, particularly in pensions, investments, and protection.
✨Demonstrate Technical Skills
Since the role requires confidence in using financial planning software, be ready to talk about the tools you’ve used in the past. If possible, mention any specific software that the firm uses to show your familiarity and readiness to adapt.
✨Prepare Suitability Reports
As writing suitability reports is a key part of the job, practice explaining your process for creating these documents. Bring examples if you can, and be ready to discuss how you ensure accuracy and compliance in your reports.
✨Emphasise Team Collaboration
This firm values teamwork, so be sure to share experiences where you successfully collaborated with advisers or other team members. Highlight your communication skills and how they contribute to a positive team environment.
