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- Tasks: Support advisers by producing high-quality reports and handling complex casework.
- Company: Respected boutique IFA firm with a supportive work culture.
- Benefits: Competitive salary, annual bonuses, and opportunities for career progression.
- Why this job: Join a stable environment and make a real impact in financial planning.
- Qualifications: Chartered status and 5+ years of paraplanning experience required.
- Other info: Hybrid role with no client-facing responsibilities, perfect for tech-savvy professionals.
The predicted salary is between 50000 - 60000 £ per year.
A respected boutique IFA firm is seeking a highly qualified Chartered Paraplanner to join their team. This hybrid role focuses on technical paraplanning and complex casework, supporting advisers and producing high-quality reports without client-facing responsibilities.
Candidates should have a minimum of 5 years' experience, chartered status, and proficiency with tools like Intelliflo and FE Analytics.
The firm offers a competitive salary of £50k–£60k, annual bonuses, and a supportive work environment, ideal for those seeking stability and progression.
Chartered Paraplanner – Hybrid/Remote Tech Specialist employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner – Hybrid/Remote Tech Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Chartered Paraplanner role. Sometimes, it's all about who you know, and a friendly nudge can lead to great opportunities.
✨Tip Number 2
Brush up on your technical skills! Make sure you're comfortable with tools like Intelliflo and FE Analytics. If you can showcase your proficiency during interviews, you'll stand out as a top candidate for that hybrid role.
✨Tip Number 3
Prepare for those tricky interview questions! Think about how you can demonstrate your experience with complex casework and high-quality report production. We recommend practising your responses to show you're the perfect fit for the team.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our supportive work environment.
We think you need these skills to ace Chartered Paraplanner – Hybrid/Remote Tech Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Paraplanner role. Highlight your 5+ years of experience and any relevant qualifications, especially your chartered status. We want to see how your skills align with the technical paraplanning and complex casework mentioned in the job description.
Showcase Your Technical Skills: Since this role focuses on tech, don’t forget to showcase your proficiency with tools like Intelliflo and FE Analytics. We’re looking for candidates who can hit the ground running, so make these skills pop in your application!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your past work that demonstrate your ability to produce high-quality reports and support advisers effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our supportive work environment!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and complex casework. Familiarise yourself with tools like Intelliflo and FE Analytics, as being able to discuss these confidently will show that you're the right fit for the role.
✨Showcase Your Experience
With a minimum of 5 years' experience required, be ready to share specific examples from your past roles. Highlight how you've tackled complex cases and produced high-quality reports, as this will demonstrate your capability and expertise.
✨Understand the Company Culture
Research the boutique IFA firm and understand their values and work environment. Being able to articulate why you want to join their team and how you align with their culture can set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company is the right fit for you, especially regarding stability and progression opportunities.
