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- Tasks: Support financial planners with research and client reports while ensuring compliance.
- Company: Join a well-established independent financial planning practice in Ewloe.
- Benefits: Enjoy a competitive salary, career progression support, and a collaborative team environment.
- Why this job: This role offers a chance to make a real impact on clients' financial goals.
- Qualifications: Must have previous Paraplanner experience and Level 4 Diploma (or working towards it).
- Other info: Ideal for detail-oriented individuals ready to advance their careers.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner Independent Financial Planning Practice Ewloe Are you an experienced Paraplanner looking for a role within a well-established independent financial planning practice ? This opportunityoffers a chance to work closely with a team of Financial Planners, providing high-quality technical support and helping clients achieve their financial goals.
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
The Role: Supporting advisers with research, suitability reports, and financial planning recommendations Conducting in-depth product and provider research Preparing client reports and maintaining accurate records Ensuring compliance with industry regulations Working closely with advisers to deliver an excellent client experience What Were Looking For: Previous experience as a Paraplanner within an IFA environment Level 4 Diploma qualified (or working towards it) Strong knowledge of financial products, pensions, and investments Excellent analytical and report-writing skills Ability to work independently and as part of a team Whats on Offer: Competitive salary based on experience Support with further qualifications and career progression A supportive and collaborative team environment If youre a detail-oriented, motivated Paraplanner looking to take the next step in your career, wed love to hear from you.
?? Apply now or get in touch for more details ADZN1_UKTJ
Paraplanner employer: Ellis James Partners Limited
Contact Detail:
Ellis James Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your previous experience as a Paraplanner in an IFA environment during the interview. Be prepared to discuss specific examples of how you've supported advisers and contributed to client success.
✨Tip Number 2
Familiarize yourself with the latest financial products, pensions, and investment trends. This knowledge will not only help you in discussions but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to showcase your analytical and report-writing skills. Consider bringing samples of your work or discussing how you've used these skills to create impactful reports in the past.
✨Tip Number 4
Emphasize your ability to work both independently and as part of a team. Share examples of how you've collaborated with advisers to enhance the client experience, as this is crucial for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Paraplanner, especially within an IFA environment. Emphasize your Level 4 Diploma qualifications and any relevant skills in financial products, pensions, and investments.
Craft a Strong Cover Letter: Write a cover letter that showcases your analytical and report-writing skills. Mention specific examples of how you've supported advisers in the past and how you can contribute to delivering an excellent client experience.
Highlight Compliance Knowledge: Since compliance is crucial in this role, include any relevant experience or training you have regarding industry regulations. This will demonstrate your understanding of the importance of compliance in financial planning.
Showcase Team Collaboration: In your application, mention instances where you've successfully worked as part of a team. Highlight your ability to collaborate with advisers and other team members to achieve common goals.
How to prepare for a job interview at Ellis James Partners Limited
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of financial products, pensions, and investments during the interview. Be prepared to discuss specific examples from your previous experience as a Paraplanner that demonstrate your analytical skills and ability to conduct thorough research.
✨Prepare for Compliance Questions
Since compliance is crucial in the financial planning industry, be ready to answer questions related to industry regulations. Familiarize yourself with the latest compliance standards and be prepared to explain how you ensure adherence in your work.
✨Demonstrate Team Collaboration
This role involves working closely with advisers, so it's important to convey your ability to collaborate effectively. Share examples of how you've successfully worked within a team to deliver excellent client experiences and support financial planners in the past.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company's approach to financial planning and client relationships. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
