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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 in London employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner — Shape Financial Futures in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Paraplanner role!
✨Tip Number 2
Prepare for interviews by practising common questions. Think about how your Level 4 Diploma and experience can shine through. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your communication skills! During interviews, make sure to articulate your thoughts clearly and concisely. Remember, as a Paraplanner, you’ll need to explain complex financial concepts to clients, so let your personality shine through!
✨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. So, get those applications in and let’s shape financial futures together!
We think you need these skills to ace Chartered Paraplanner — Shape Financial Futures in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma in Financial Planning and any relevant experience in financial advisory to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Chartered Paraplanner role. Share specific examples of your communication skills and how you've successfully managed client files in the past.
Showcase Your Research Skills: Since the role involves researching financial products, mention any tools or methods you use to stay updated on market trends. This will demonstrate your proactive approach and commitment to delivering compliant financial recommendations.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Ecruit
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the products and services relevant to the role. Familiarise yourself with the latest trends in financial planning and be ready to discuss how they can impact client recommendations.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to convey complex information clearly. Practice explaining financial concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients and colleagues alike.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or challenges. Think of examples from your past experience where you've successfully navigated similar scenarios, and be ready to share these during the interview.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the firm's approach to financial planning or their team dynamics. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
