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- Tasks: Craft detailed financial plans and reports while supporting Independent Financial Advisers.
- Company: Dynamic finance consultancy firm in Banbury with a supportive culture.
- Benefits: Full-time role with opportunities to enhance your financial planning expertise.
- Why this job: Join a team where you can grow your skills and make a real impact.
- Qualifications: DipPFS/Level 4 qualified with 2 years of paraplanning experience.
- Other info: Strong Microsoft Office skills and excellent communication are essential.
The predicted salary is between 28800 - 48000 £ per year.
A finance consultancy firm in Banbury is seeking an Entry-level Paraplanner to support Independent Financial Advisers (IFAs). The role involves preparing detailed financial reports, conducting product research, and ensuring compliance.
Candidates should be DipPFS/Level 4 qualified, with at least 2 years of experience in a paraplanner role. Strong Microsoft Office skills and excellent communication are essential.
This full-time position offers an opportunity to enhance your financial planning expertise in a supportive environment.
Paraplanner: Craft Client-Focused Financial Plans & Reports in Banbury employer: Ellacotts Accountants
Contact Detail:
Ellacotts Accountants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Craft Client-Focused Financial Plans & Reports in Banbury
✨Tip Number 1
Network like a pro! Reach out to professionals in the finance industry, especially those who are already working as paraplanners or IFAs. Attend local finance events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Showcase your skills! Create a portfolio that highlights your financial reports and any relevant projects you've worked on. This will give potential employers a clear idea of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of financial products and compliance regulations. Be ready to discuss how you can support IFAs effectively and demonstrate your communication skills.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings that might not be found elsewhere. Plus, it’s a great way to show your enthusiasm for joining our team.
We think you need these skills to ace Paraplanner: Craft Client-Focused Financial Plans & Reports in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience and qualifications, especially your DipPFS/Level 4. We want to see how your skills align with the role of a Paraplanner, so don’t hold back on showcasing your financial planning expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting IFAs and how your previous experience has prepared you for this role. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Microsoft Office Skills: Since strong Microsoft Office skills are essential, make sure to mention any specific tools or projects where you've used them effectively. We appreciate candidates who can demonstrate their proficiency in creating detailed reports and presentations.
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 application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ellacotts Accountants
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the products and services you'll be dealing with. Familiarise yourself with common financial planning concepts and compliance regulations, as this will show that you're ready to support the Independent Financial Advisers effectively.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so think about how you can simplify these ideas. Consider doing mock interviews with friends or family to get comfortable.
✨Demonstrate Your Microsoft Office Proficiency
As strong Microsoft Office skills are essential, be prepared to discuss your experience with Excel, Word, and PowerPoint. You could even mention specific projects where you've used these tools to create reports or presentations, highlighting your ability to produce detailed financial documents.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
