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- Tasks: Support personalised financial recommendations through report writing and product research.
- Company: Chartered Independent Financial Advisory firm in Chester with a focus on client care.
- Benefits: Competitive salary, annual bonuses, 25 days holiday, and professional development support.
- Why this job: Advance your career while enjoying a healthy work-life balance.
- Qualifications: Level 4 Diploma in Financial Planning and experience in financial advisory.
- Other info: Join a supportive team dedicated to shaping financial futures.
The predicted salary is between 36000 - 60000 £ per year.
A Chartered Independent Financial Advisory firm in Chester is seeking a Paraplanner to support the delivery of personalised, compliant financial recommendations.
Role includes:
- Writing reports
- Researching financial products
- Managing client files
Ideal candidates will have:
- A Level 4 Diploma in Financial Planning
- Experience in financial advisory
- Strong communication skills
The firm offers competitive benefits including:
- Annual bonuses
- Professional development support
- 25 days holiday
Apply now to advance your career while respecting your work-life balance.
Chartered Paraplanner — Shape Financial Futures employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner — Shape Financial Futures
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or join online forums to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by practising common questions. We recommend role-playing with a friend or using mock interview tools. This will help you articulate your experience and skills, especially your Level 4 Diploma knowledge and how it applies to the role.
✨Tip Number 3
Showcase your research skills! When you land an interview, be ready to discuss specific financial products and trends. We want to see that you can provide personalised recommendations, so brush up on current market insights.
✨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. Let’s shape financial futures together!
We think you need these skills to ace Chartered Paraplanner — Shape Financial Futures
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience in financial advisory. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since strong communication skills are key for this role, make sure to demonstrate them in your application. Whether it's through clear writing in your CV or cover letter, we want to see that you can convey complex information simply and effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Ecruit
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the products and services relevant to the role. Be prepared to discuss your experience with financial planning and how you've applied your Level 4 Diploma in real-world scenarios.
✨Showcase Your Report Writing Skills
Since writing reports is a key part of the job, bring examples of your previous work or be ready to discuss how you approach report writing. Highlight your ability to create clear, compliant recommendations that clients can easily understand.
✨Demonstrate Strong Communication
Communication is crucial in this role, so practice articulating your thoughts clearly and confidently. Think about how you can explain complex financial concepts in simple terms, as this will show your ability to connect with clients effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm and its approach to financial advisory. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals and values, especially regarding work-life balance.
