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For Companies At a Glance
- Tasks: Support Financial Advisers by producing reports and financial planning documentation.
- Company: Dynamic financial services firm offering a supportive team environment.
- Benefits: Competitive salary, training, pension, social events, and generous holiday allowance.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma (or working towards) and 2 years' experience in financial services.
- Other info: Flexible hybrid working with monthly office visits and great career progression.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Paraplanner — Stamford, Remote
£35,000 – £40,000 + Progression + Training + Company Pension + Death in Service + Social Events + 20 days holiday + Bank Holidays + Christmas Shutdown + Parking Permit (if office based)
Responsibilities
- Support a large team of Financial Advisers
- Producing suitability reports and financial planning documentation
- Working within FCA regulations and compliance standards
- Using financial platforms and software
- Can support hybrid and/or remote working schedule with once-a-month office visits
The Person
- Level 4 Diploma qualified (or working towards)
- Minimum of 2 years’ experience within financial services / IFA environment
- Strong report writing skills
- Understanding of FCA regulations and financial solutions
- Wants recognition for the work they do
Paraplanner in Stamford employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Stamford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services 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 knowledge of FCA regulations and financial solutions, as well as your report writing skills. Practise common interview questions and think about how your experience aligns with what the company is looking for.
✨Tip Number 3
Showcase your skills! When you get the chance, share examples of your past work that demonstrate your ability to produce suitability reports and financial planning documentation. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Stamford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Show Off Your Report Writing Skills: Since strong report writing skills are key for this role, include examples of reports or documentation you've produced in the past. This will help us see your ability to create clear and compliant financial planning documents.
Be Clear About Your Experience: When filling out your application, be specific about your experience within the financial services or IFA environment. We love to see candidates who can demonstrate their understanding of FCA regulations and compliance standards.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and financial solutions. Being able to discuss these confidently will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Report Writing Skills
Since strong report writing skills are essential for this role, prepare a few examples of your previous work. Be ready to discuss how you approach writing suitability reports and any challenges you've faced.
✨Understand the Company Culture
Research the company’s values and culture. Knowing about their social events and progression opportunities can help you tailor your answers and demonstrate that you’re a good fit for their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the role and helps you gauge if the company aligns with your career goals.
