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- Tasks: Provide technical support to Senior Advisers and manage complex cases for high-net-worth clients.
- Company: Leading financial planning firm in Cheltenham with a supportive culture.
- Benefits: Up to £55k salary, hybrid work, and opportunities for career growth.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and mentoring experience.
The predicted salary is between 42000 - 66000 £ per year.
A leading financial planning firm in Cheltenham is seeking a Senior Paraplanner to provide technical support to a Senior Adviser. This hybrid role allows flexibility while focusing on complex cases with high-net-worth clients.
The ideal candidate will have a Level 4 Diploma in Financial Planning and experience mentoring others. This supportive firm offers growth opportunities and a great working culture, making it an excellent place for professionals looking to advance their careers.
Senior Paraplanner – Hybrid, Up to £55k, IFA Support in Cheltenham employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Hybrid, Up to £55k, IFA Support in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at firms you're interested in. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for the interview by researching the firm and its culture. Understand their approach to financial planning and think about how your experience aligns with their values. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Show off your mentoring skills! If you've got experience guiding others, make sure to highlight this during interviews. Firms love candidates who can contribute to team growth and support junior staff.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Senior Paraplanner – Hybrid, Up to £55k, IFA Support in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience. We want to see how your skills align with the Senior Paraplanner role, so don’t hold back on showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this hybrid role and how your experience with high-net-worth clients can benefit our team. Let us know what excites you about working with us!
Showcase Your Mentoring Skills: Since mentoring is key for this position, be sure to include examples of how you've supported or guided others in your previous roles. We love seeing candidates who can uplift their colleagues while tackling complex cases.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around complex cases and high-net-worth clients. Being able to discuss specific scenarios or regulations will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Mentoring Skills
Since the role involves mentoring others, be prepared to share examples of how you've successfully guided colleagues in the past. Highlighting your experience in this area will demonstrate your leadership potential and fit for the supportive culture of the firm.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to financial planning and their support for advisers. This shows that you're engaged and serious about how you can contribute to their success while also helping you assess if it's the right fit for you.
✨Emphasise Flexibility and Teamwork
Since this is a hybrid role, talk about your experience working in flexible environments and how you collaborate with teams remotely. This will reassure them that you can adapt to their working culture and still deliver excellent results.
