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- Tasks: Provide high-level technical support in pensions, investments, and financial planning.
- Company: National financial advice firm based in Sheffield with a supportive culture.
- Benefits: Up to £45,000 salary, hybrid working options, and professional growth opportunities.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Minimum 3 years’ experience and Level 4 Diploma required.
- Other info: Dynamic environment focused on career development.
The predicted salary is between 36000 - 54000 £ per year.
A national financial advice firm in Sheffield is seeking an experienced paraplanner to join their growing team. This role involves providing high-level technical support across pensions, investments, and holistic financial planning.
Candidates should have a minimum of 3 years’ experience and a Level 4 Diploma. The position offers up to £45,000 as a basic salary, with options for hybrid working, ensuring a supportive environment for professional growth.
Paraplanner - Hybrid Wealth Planning & Technical Support in Sheffield employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid Wealth Planning & Technical Support in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector and let them know you're on the lookout for a 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 around pensions, investments, and holistic financial planning. We want to see you shine when discussing your experience and how it aligns with the firm's needs.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your past work as a paraplanner. Include case studies or examples of how you've provided high-level technical support. This will give potential employers a clear picture of what you bring to the table.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner - Hybrid Wealth Planning & Technical Support in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in pensions, investments, and financial planning. We want to see how your skills match the role, so don’t be shy about showcasing your Level 4 Diploma and any relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Experience: With a minimum of 3 years’ experience required, make sure to detail your previous roles and responsibilities. We’re looking for specific examples of how you’ve provided technical support and contributed to holistic financial planning.
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’re considered for the role. Plus, you’ll get to see more about our company culture and values!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and holistic financial planning. Being able to discuss these topics confidently will show that you’re not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
With a minimum of 3 years’ experience required, be ready to share specific examples from your past roles. Highlight how you've provided technical support and any challenges you've overcome in your paraplanning journey.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to wealth planning and their team dynamics. This shows that you’re engaged and serious about finding the right fit for both you and them.
✨Emphasise Professional Growth
Since the role offers a supportive environment for professional growth, express your eagerness to develop further. Discuss any additional qualifications or skills you’re looking to acquire, which aligns with their values.
