At a Glance
- Tasks: Support Financial Advisers by producing suitability reports and ensuring compliance with FCA regulations.
- Company: Dynamic financial services firm in Stamford with a focus on growth and training.
- Benefits: Salary between £35,000 to £40,000, training, progression opportunities, and hybrid working model.
- Why this job: Join a supportive team and kickstart your career in the financial services industry.
- Qualifications: Level 4 Diploma (or working towards it) and 2 years’ experience in financial services.
- Other info: Great opportunity for professional development in a thriving environment.
The predicted salary is between 35000 - 40000 £ per year.
A financial services firm in Stamford is seeking a Paraplanner to support a large team of Financial Advisers. The ideal candidate will have a Level 4 Diploma (or be working towards it) and a minimum of 2 years’ experience in the financial services industry.
Responsibilities include:
- Producing suitability reports
- Adhering to FCA regulations
The position offers a salary of £35,000 to £40,000, along with benefits such as training, progression opportunities, and a hybrid working model.
Remote Paraplanner — Growth, Training & Pension in Stamford employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner — Growth, Training & Pension in Stamford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 be ready to discuss how you've produced suitability reports in the past. We want to see you shine, so practice common interview questions and have some examples ready to showcase your experience.
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We’ve got a streamlined process that makes it easy for you to get noticed. Plus, it shows you’re genuinely interested in joining our team and not just sending out random applications.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind as they make their decision.
We think you need these skills to ace Remote Paraplanner — Growth, Training & Pension in Stamford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in the financial services industry. We want to see how your skills align with the role of a Paraplanner, so don’t be shy about showcasing your Level 4 Diploma or any progress towards it!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Financial Advisers and how your experience makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Showcase Your Knowledge of FCA Regulations: Since adhering to FCA regulations is key in this role, make sure to mention any relevant experience or knowledge you have in this area. We appreciate candidates who understand the importance of compliance in financial services.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the position. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around suitability reports and FCA regulations. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past two years in the financial services industry. Highlight how you've supported Financial Advisers or contributed to team success. This will help demonstrate your hands-on experience and problem-solving skills.
✨Ask Smart Questions
Come prepared with insightful questions about the firm's approach to training and progression opportunities. This shows that you're thinking long-term and are keen to grow within the company, which is something they value.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm is looking for someone who fits well with their team culture, so being authentic can make a big difference in how they perceive you.