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- Tasks: Provide expert technical support and create detailed financial reports for high-net-worth clients.
- Company: Leading wealth management practice with a supportive team culture.
- Benefits: Competitive salary, private medical insurance, and exam support.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum 3 years' experience in paraplanning and Level 4 Diploma qualified.
- Other info: Enjoy hybrid working and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management practice is seeking an experienced Senior Paraplanner to join their team in Rugby. This permanent, full-time role offers hybrid working.
Responsibilities include delivering technical support and preparing detailed financial reports for high-net-worth clients.
Candidates should have a minimum of 3 years' experience in paraplanning and be Level 4 Diploma qualified.
The company offers a supportive environment, competitive salary, and benefits like private medical insurance and exam support.
Senior Paraplanner – Hybrid, High‑Net‑Worth Planning in Rugby employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Hybrid, High‑Net‑Worth Planning in Rugby
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your technical knowledge and be ready to discuss how you've supported high-net-worth clients in the past. We want to see you shine, so practice common interview questions and have some examples ready to showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Senior Paraplanner position. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Senior Paraplanner – Hybrid, High‑Net‑Worth Planning in Rugby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in paraplanning and any relevant qualifications, like your Level 4 Diploma. 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 the perfect fit for our team in Rugby. Share specific examples of your work with high-net-worth clients and how you can contribute to our supportive environment.
Showcase Your Technical Skills: Since this role involves delivering technical support, make sure to highlight your technical skills in your application. We love seeing candidates who can prepare detailed financial reports, so don’t hold back on showcasing your expertise!
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’s super easy!
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 high-net-worth financial planning. Be ready to discuss specific strategies you've used in the past and how they benefited clients.
✨Showcase Your Experience
With a minimum of 3 years' experience required, be prepared to share detailed examples from your previous roles. Highlight your achievements and how they align with the responsibilities of the Senior Paraplanner position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Emphasise Teamwork
Since this role involves working closely with advisors and clients, be ready to discuss your collaborative experiences. Share examples of how you've successfully worked within a team to deliver exceptional service.
