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- Tasks: Learn essential skills in financial planning and cashflow modelling.
- Company: Modern financial planning firm in Stockport with a focus on growth.
- Benefits: Life assurance, generous holiday allowances, and hybrid working model post-training.
- Why this job: Kickstart your career and earn over £70,000 as a chartered adviser.
- Qualifications: Experience in CGT and investment bond encashments preferred.
- Other info: 12-month learning journey with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A modern financial planning firm in Stockport is seeking a qualified paraplanner to embark on a 12-month learning journey. During this time, you'll develop essential skills before progressing to a fully chartered adviser with expected earnings over £70,000.
Responsibilities include cashflow modelling, with experience in CGT and investment bond encashments preferred.
This role offers a hybrid working model post-training and includes a comprehensive benefits package such as life assurance and generous holiday allowances.
Paraplanner: 12-Month Path to Chartered Planner in Stockport employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: 12-Month Path to Chartered Planner in Stockport
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning industry, especially those who are already working as paraplanners or chartered advisers. Attend local events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your cashflow modelling skills and understanding CGT and investment bond encashments. We want you to feel confident discussing these topics, so practice common interview questions and scenarios related to the role.
✨Tip Number 3
Showcase your passion for financial planning! When you get the chance to chat with potential employers, let them know why you’re excited about becoming a chartered adviser. Your enthusiasm can set you apart from other candidates.
✨Tip Number 4
Don’t forget to 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.
We think you need these skills to ace Paraplanner: 12-Month Path to Chartered Planner in Stockport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the paraplanner role. Highlight any relevant experience in cashflow modelling, CGT, and investment bonds to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and explain why you want to join us on this 12-month journey to becoming a chartered adviser.
Showcase Your Learning Mindset: Since this role is all about growth, let us know how you’ve embraced learning in the past. Whether it’s through courses or self-study, we love to see candidates who are eager to develop their skills.
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 this exciting opportunity!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of cashflow modelling, CGT, and investment bond encashments. Being able to discuss these topics confidently will show the firm that you're not just qualified, but also genuinely interested in the role.
✨Show Your Learning Mindset
Since this position is all about a 12-month learning journey, be prepared to talk about how you approach learning new skills. Share examples of how you've adapted in previous roles or how you plan to tackle the training ahead.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's culture, the training process, and what success looks like in this role. This shows that you're engaged and serious about your future with them.
✨Emphasise Your Hybrid Working Skills
With a hybrid working model in place, highlight any experience you have with remote work. Discuss how you stay organised and productive when working from home, as this will be key to thriving in the role.
