Paraplanner Apply now

Paraplanner

Full-Time 28800 - 42000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Support Directors and Financial Planners in a dynamic, client-focused environment.
  • Company: Join Eldon Financial, an award-winning Chartered Financial Planning firm.
  • Benefits: Enjoy a collaborative office atmosphere with opportunities for growth.
  • Why this job: Be part of a fast-paced team making a real impact in financial planning.
  • Qualifications: Skills and experience in finance are essential; passion for helping clients is a plus.
  • Other info: Located in Newton Aycliffe, this role offers a chance to grow your career.

The predicted salary is between 28800 - 42000 £ per year.

Paraplanner, The Role: I am recruiting a Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5). Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Paraplanner involves providing support to the Directors and Financial Planners, working with them to de… If your skills, experience, and qualifications match those in this job overview, do not delay your application. JBLK1_UKTJ

Paraplanner employer: CV Elite Ltd

Eldon Financial is an exceptional employer, offering a dynamic and collaborative work environment in the heart of Newton Aycliffe. As a Paraplanner, you will benefit from a supportive team culture that prioritizes professional growth and development, alongside competitive benefits that enhance your work-life balance. Join us to be part of an award-winning firm where your contributions are valued and recognized.
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Contact Detail:

CV Elite Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner

✨Tip Number 1

Familiarize yourself with the specific financial planning tools and software that Eldon Financial uses. Being knowledgeable about these tools can give you an edge during the interview process.

✨Tip Number 2

Research Eldon Financial's recent projects or achievements. Showing that you understand their work and values will demonstrate your genuine interest in the company.

✨Tip Number 3

Prepare to discuss how you can contribute to a collaborative team environment. Think of examples from your past experiences where you successfully worked in a team setting.

✨Tip Number 4

Network with current or former employees of Eldon Financial on platforms like LinkedIn. They can provide valuable insights into the company culture and the role, which can help you tailor your approach.

We think you need these skills to ace Paraplanner

Financial Analysis
Report Writing
Client Relationship Management
Attention to Detail
Regulatory Knowledge
Investment Research
Communication Skills
Time Management
Problem-Solving Skills
Team Collaboration
Technical Proficiency in Financial Software
Organizational Skills
Adaptability
Understanding of Financial Products

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position at Eldon Financial. Understand the key responsibilities and required skills, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial planning or paraplanning. Use specific examples that demonstrate your ability to support Directors and Financial Planners effectively.

Showcase Your Skills: Clearly outline your skills that align with the role, such as analytical abilities, attention to detail, and client-focused communication. Mention any relevant qualifications or certifications that enhance your candidacy.

Craft a Compelling Cover Letter: Write a personalized cover letter that expresses your enthusiasm for the role and the company. Explain why you want to work at Eldon Financial and how you can contribute to their team.

How to prepare for a job interview at CV Elite Ltd

✨Understand the Role

Make sure you have a clear understanding of what a Paraplanner does, especially in a fast-paced and client-focused environment. Familiarize yourself with the specific responsibilities and how they support Directors and Financial Planners.

✨Showcase Your Teamwork Skills

Since the role involves working in a small, collaborative team, be prepared to discuss your experiences in teamwork. Highlight instances where you've successfully collaborated with others to achieve common goals.

✨Prepare Relevant Questions

Think of insightful questions to ask during the interview. This shows your interest in the company and the role. You might ask about the team dynamics or how success is measured for a Paraplanner at Eldon Financial.

✨Demonstrate Client Focus

Eldon Financial values a client-focused approach. Be ready to share examples of how you've prioritized client needs in your previous roles and how you can bring that focus to their team.

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  • Paraplanner

    Full-Time
    28800 - 42000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-03

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    CV Elite Ltd

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