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- Tasks: Support advisers with investment analysis and portfolio reviews while producing suitability reports.
- Company: Respected boutique firm in Cardiff with a focus on client success.
- Benefits: Competitive salary, hybrid working, 33 days holiday, pension, and private medical insurance.
- Why this job: Join a dynamic team and make a real impact in the investment sector.
- Qualifications: Strong investment knowledge and attention to detail required.
- Other info: Enjoy a flexible work environment with excellent career development opportunities.
The predicted salary is between 30000 - 42000 £ per year.
A respected boutique firm in Cardiff seeks a driven Paraplanner for a full-time, hybrid role, providing technical and research support to advisers. The position emphasizes investment analysis and portfolio reviews, requiring strong investment knowledge and attention to detail. The successful candidate will produce suitability reports and ensure compliance with regulatory requirements.
The role offers competitive salary, hybrid working, and generous benefits including 33 days holiday, pension, and private medical insurance.
Hybrid Investment Paraplanner at Boutique IFA in Cardiff employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Investment Paraplanner at Boutique IFA in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in investment or paraplanning. 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 your investment knowledge and compliance regulations. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've ensured compliance or produced detailed reports in past roles. This will demonstrate your fit for the Paraplanner position.
✨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 and engaged with our firm.
We think you need these skills to ace Hybrid Investment Paraplanner at Boutique IFA in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your investment knowledge and attention to detail. We want to see how your experience aligns with the role of a Paraplanner, so don’t be shy about showcasing relevant skills and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves producing suitability reports and ensuring compliance, make sure to mention any relevant technical skills or software you’re familiar with. We appreciate candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Eden Rose
✨Know Your Investments
Make sure you brush up on your investment knowledge before the interview. Familiarise yourself with different asset classes, market trends, and recent financial news. This will not only help you answer technical questions but also show your passion for the role.
✨Master the Suitability Report
Since you'll be producing suitability reports, it’s crucial to understand what makes a good report. Prepare examples of how you've approached similar tasks in the past, focusing on compliance and attention to detail. This will demonstrate your capability to meet regulatory requirements.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s investment strategies and how they support their advisers. This shows that you're genuinely interested in the role and helps you gauge if the company aligns with your career goals.
✨Showcase Your Attention to Detail
In a role that requires meticulousness, be ready to discuss how you ensure accuracy in your work. Bring examples of past experiences where your attention to detail made a significant difference, whether in reports or analysis.
