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- Tasks: Support Chartered planners and lead a paraplanning team on complex cases.
- Company: Leading employee-owned financial services firm in Milton Keynes.
- Benefits: Competitive salary up to £55k, generous bonuses, and great work-life balance.
- Why this job: Join a unique employee ownership structure with excellent career development opportunities.
- Qualifications: Experience in paraplanning and strong client-centric skills.
- Other info: A destination position offering professional growth and a supportive environment.
The predicted salary is between 42000 - 66000 £ per year.
A leading financial services firm in Milton Keynes is seeking a Senior Paraplanner to support their Chartered planners. This role involves working on complex cases, leading a paraplanning team, and focusing on client-centric cashflow modelling.
With a unique employee ownership structure, the firm offers excellent career development opportunities, a competitive salary up to £55k, and generous bonuses. The role promises a great work-life balance and opportunities for professional growth, making it a destination position rather than a stepping stone.
Senior Paraplanner & Team Lead – Employee-Owned in Milton Keynes employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner & Team Lead – Employee-Owned in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at the firm. A personal introduction can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and client-centric approaches. Be ready to discuss complex cases you've handled and how you can lead a team effectively. Show them you're not just a fit for the role, but a perfect match for their culture!
✨Tip Number 3
Don’t forget to showcase your passion for employee ownership! This unique structure is a big deal for the firm, so share why it resonates with you and how it aligns with your career goals. It’ll show you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job!
We think you need these skills to ace Senior Paraplanner & Team Lead – Employee-Owned in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Paraplanner role. Highlight your experience in cashflow modelling and team leadership to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial services and how your background makes you an ideal candidate for our employee-owned firm.
Showcase Your Team Leadership Skills: Since this role involves leading a paraplanning team, be sure to include examples of your leadership experience. We want to see how you’ve motivated and guided others in previous roles!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around cashflow modelling and complex cases. The interviewers will likely ask you to demonstrate your understanding of these concepts, so be prepared to discuss specific examples from your past experience.
✨Show Leadership Skills
As a Senior Paraplanner and Team Lead, showcasing your leadership abilities is crucial. Think of instances where you've successfully led a team or project, and be ready to share how you motivated others and achieved results together.
✨Emphasise Client-Centric Approach
This role focuses heavily on client-centric solutions, so highlight your experience in putting clients first. Prepare to discuss how you've tailored financial plans to meet individual client needs and how you’ve built strong relationships with clients in the past.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s employee ownership structure and career development opportunities. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
