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- Tasks: Support Financial Planners by preparing reports and conducting research.
- Company: Leading wealth management firm in Birmingham with a focus on client experience.
- Benefits: Hybrid work model, competitive salary, medical insurance, and generous holiday package.
- Why this job: Join a dynamic team and enhance client experiences in wealth planning.
- Qualifications: Level 4 qualification in Financial Planning and strong communication skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm seeks a Paraplanner in Birmingham to support Financial Planners and enhance client experiences.
Responsibilities include:
- Preparing suitability reports
- Conducting research
- Ensuring compliance with FCA guidelines
Candidates should hold a Level 4 qualification in Financial Planning, possess a strong understanding of financial principles, and demonstrate excellent communication skills.
This role offers a hybrid work model, competitive salary, and numerous employee benefits including medical insurance and a generous holiday package.
Paraplanner - Wealth Planning & Cashflow Modelling (Hybrid) in Birmingham employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wealth Planning & Cashflow Modelling (Hybrid) in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who might know about openings for Paraplanners. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your financial principles and compliance knowledge. We recommend practising common interview questions related to suitability reports and client interactions to show you’re ready to hit the ground running.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We make it easy for you to showcase your skills and qualifications directly to the hiring team, so don’t miss out on this opportunity.
We think you need these skills to ace Paraplanner - Wealth Planning & Cashflow Modelling (Hybrid) in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and qualifications mentioned in the job description. Highlight your Level 4 qualification in Financial Planning and any relevant experience that showcases your understanding of financial principles.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Paraplanner role. Mention your experience with preparing suitability reports and conducting research, and how these skills can enhance client experiences.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure to demonstrate your ability to convey complex information clearly in both your CV and cover letter. We want to see how you can effectively support our Financial Planners.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Principles
Make sure you brush up on your understanding of financial principles before the interview. Be ready to discuss how these principles apply to real-world scenarios, especially in relation to wealth planning and cashflow modelling.
✨Prepare Suitability Reports
Since preparing suitability reports is a key responsibility, practice drafting a few examples. This will not only help you understand the process better but also give you concrete examples to discuss during the interview.
✨Research the Firm
Take some time to research the wealth management firm you're interviewing with. Understand their values, services, and recent news. This will show your genuine interest and help you tailor your answers to align with their goals.
✨Showcase Your Communication Skills
As excellent communication skills are crucial for this role, think of examples where you've effectively communicated complex information. Be prepared to demonstrate how you can simplify financial jargon for clients during the interview.
