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- Tasks: Lead cashflow modelling and collaborate in a team-focused environment.
- Company: Modern financial planning firm in Stockport with a commitment to growth.
- Benefits: Structured development plan, hybrid work model, and potential earnings over £70,000.
- Why this job: Transform from paraplanner to financial advisor in just 12 months!
- Qualifications: Level 4 qualified paraplanner with a passion for client satisfaction.
- Other info: Exciting career progression in a supportive and dynamic workplace.
The predicted salary is between 36000 - 60000 £ per year.
A modern financial planning firm in Stockport is seeking a level 4 qualified paraplanner. This role offers a structured 12-month development plan leading to a financial advising position by 2027, with a path to earning over £70,000.
Responsibilities include:
- Leading cashflow modelling efforts
- Participating in a team-oriented environment with a focus on employee and client satisfaction
The position starts primarily on-site before transitioning to a hybrid model.
From Paraplanner to Financial Advisor in 12 Months in Manchester employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land From Paraplanner to Financial Advisor in 12 Months in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning field. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the interview experience. We want you to feel confident and ready to showcase your skills and passion for financial advising.
✨Tip Number 3
Showcase your soft skills! In a team-oriented environment, being a great communicator and collaborator is key. We suggest preparing examples of how you've worked well in teams or resolved conflicts. This will help you stand out as a candidate who fits right into their culture.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. We’ve made it super easy for you to submit your details and show your interest in this exciting opportunity. Don’t miss out on the chance to kickstart your career in financial advising!
We think you need these skills to ace From Paraplanner to Financial Advisor in 12 Months in Manchester
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 qualifications, especially your level 4 certification, and showcase your experience in cashflow modelling.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about transitioning to a financial advisor role and how our structured development plan excites you. Be genuine and let your personality come through.
Showcase Team Spirit: Since we value teamwork, mention any past experiences where you've collaborated effectively with others. Whether it's in a professional setting or during your studies, demonstrating your ability to work well in a team will set you apart.
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 Exchange Street Executive Search
✨Know Your Numbers
As a paraplanner, you'll be dealing with cashflow modelling, so brush up on your financial knowledge. Be prepared to discuss specific examples of how you've used financial data to support clients or improve processes in your previous roles.
✨Show Team Spirit
This role emphasises teamwork, so highlight your collaborative experiences. Share stories about how you’ve worked effectively within a team to achieve client satisfaction or tackle challenges together.
✨Embrace the Development Plan
The structured 12-month development plan is a key selling point for this position. Express your enthusiasm for personal growth and how you envision progressing from a paraplanner to a financial advisor. Ask questions about the training and mentorship opportunities available.
✨Hybrid Work Readiness
Since the role transitions to a hybrid model, demonstrate your adaptability. Discuss any previous experience with remote work and how you maintain productivity and communication in a hybrid environment. This shows you're ready for the future of work!
