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- Tasks: Support Chartered Financial Planners with comprehensive financial planning.
- Company: Leading IFA firm in Yorkshire with a strong reputation.
- Benefits: Up to £65k salary, bonus pool, generous holiday, and hybrid working.
- Why this job: Gain exposure to complex financial cases while enjoying flexibility.
- Qualifications: Level 4 qualified with at least 3 years of experience.
The predicted salary is between 52000 - 78000 £ per year.
A leading IFA firm in Yorkshire is seeking a Senior Paraplanner to provide comprehensive support to Chartered Financial Planners. The ideal candidate is Level 4 qualified, with at least 3 years of experience.
They offer a competitive salary up to £65,000 and an excellent benefits package that includes participation in a discretionary bonus pool and generous holiday. Hybrid working is also available, allowing for flexibility while gaining exposure to complex financial cases.
Senior Paraplanner — Hybrid, Up to £65k + Bonus employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — Hybrid, Up to £65k + Bonus
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and soft skills. We recommend practising common interview questions and scenarios related to financial planning to show off your expertise.
✨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!
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Paraplanner gig! We make it easy for you to showcase your skills and experience directly to the hiring team.
We think you need these skills to ace Senior Paraplanner — Hybrid, Up to £65k + Bonus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and relevant experience. We want to see how your skills align with the Senior Paraplanner role, so don’t be shy about showcasing your expertise in supporting Chartered Financial Planners.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing genuine enthusiasm, so let us know what excites you about working with a leading IFA firm in Yorkshire.
Showcase Your Experience: When detailing your experience, focus on specific examples that demonstrate your ability to handle complex financial cases. We’re looking for someone who can hit the ground running, so make sure we can see your track record of success.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and the specific services offered by the firm. Being able to discuss complex financial cases confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare to share specific examples from your past three years of experience. Think about challenges you've faced and how you've overcome them, particularly in relation to supporting Chartered Financial Planners. This will help demonstrate your problem-solving skills and adaptability.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and the role. Ask about their approach to hybrid working or how they support their paraplanners in dealing with complex cases. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even if the interview is hybrid, make sure to dress professionally. First impressions matter, and looking polished can set a positive tone for the conversation. It shows that you take the opportunity seriously and respect the interviewers' time.
