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- Tasks: Provide expert paraplanning support to Chartered Financial Planners and manage diverse financial cases.
- Company: Top IFA firm in Yorkshire known for valuing and rewarding talent.
- Benefits: Up to £65,000 salary, 8% pension, bonuses, private medical insurance, and 25 days holiday.
- Why this job: Join a supportive team where your skills grow and you make a real impact.
- Qualifications: Level 4 qualified with over three years of paraplanning experience.
- Other info: Hybrid working options available and a commitment to career development.
The predicted salary is between 46800 - 65000 £ per year.
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire. They have kept their best people and a big factor is pay. As their staff’s skills and knowledge have grown, their salary has kept pace. That is why when it comes to hiring a senior paraplanner they are happy to pay what it takes to get the right person. The salary bracket is up to £65,000.
Benefits:
- 8% employer pension contribution
- Opportunity to participate in discretionary bonus pool (generally in the region of 15%)
- 4x basic salary death in service
- Comprehensive private medical insurance
- 25 days holiday
- Option for hybrid working available (3 days in the office)
Role:
You will be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You will work with more than one planner, providing variety to the cases you oversee and exposure to how different planners work. Given they deal with complex financial planning cases, you will learn a lot too.
Requirements:
- Level 4 qualified and on the way to Chartered if you are not already.
- Career paraplanner who wants an environment where you can get better and better and better.
- Three years plus experience as a paraplanner.
Everyone will receive a response.
Senior Paraplanner in Sheffield 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 in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Senior Paraplanner role!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their approach to financial planning. Be ready to discuss how your experience aligns with their needs, especially when it comes to handling complex cases.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your expertise. This will not only demonstrate your capabilities but also give you a chance to discuss your thought process with potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented paraplanners like you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Senior Paraplanner in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your Level 4 qualifications and any experience you have with complex financial planning cases. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Be sure to mention your experience and what excites you about working with Chartered Financial Planners.
Showcase Your Experience: When detailing your experience, focus on specific examples that demonstrate your skills and growth as a paraplanner. We love seeing how you've tackled challenges and contributed to your previous teams!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get a response. Plus, it shows you're keen on joining our fantastic team!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific requirements of the role. Familiarise yourself with complex cases and be ready to discuss how you've handled similar situations in the past.
✨Showcase Your Experience
Prepare examples from your three-plus years as a paraplanner that highlight your skills and growth. Be ready to explain how your experience aligns with the needs of the Chartered Financial Planners you'll be supporting.
✨Ask Insightful Questions
Think of questions that show your interest in the firm and its culture. Inquire about their approach to professional development and how they support their staff in achieving Chartered status.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values a good fit, so being genuine can help you connect with the interviewers and demonstrate your enthusiasm for the role.
