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- Tasks: Provide comprehensive paraplanning support to Chartered Financial Planners on complex cases.
- Company: Leading financial services firm in South Yorkshire with a strong reputation.
- Benefits: Competitive salary up to £65,000, 8% pension contribution, and discretionary bonus.
- Why this job: Gain diverse experience and work closely with multiple planners in a dynamic environment.
- Qualifications: Experience in paraplanning and a passion for financial services.
- Other info: Enjoy hybrid working options and excellent career development opportunities.
The predicted salary is between 52000 - 78000 £ per year.
A leading financial services firm in South Yorkshire is seeking a Senior Paraplanner to join their team. Offering a competitive salary up to £65,000, the ideal candidate will provide comprehensive paraplanning support to Chartered Financial Planners. This role promises variety through working with multiple planners and exposure to complex financial cases.
Additional benefits include:
- An 8% employer pension contribution
- A chance to participate in a discretionary bonus pool
- Hybrid working options
Senior Paraplanner: Path to Chartered, Hybrid + Bonus 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: Path to Chartered, Hybrid + Bonus in Sheffield
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the firm you're eyeing. A friendly chat can give us insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. We want to show that we can handle complex financial cases and support Chartered Financial Planners with confidence.
✨Tip Number 3
Don’t forget to showcase your soft skills! Being a Senior Paraplanner isn’t just about numbers; it’s about communication and teamwork too. Let’s highlight how we can work well with multiple planners.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can tailor our approach to fit the specific needs of the role.
We think you need these skills to ace Senior Paraplanner: Path to Chartered, Hybrid + Bonus in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your paraplanning support experience and any exposure to complex financial cases, as this will catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team and how your background aligns with the responsibilities of the role. Be genuine and let your personality come through.
Showcase Your Qualifications: Since we're looking for someone on the path to Chartered status, make sure to mention any relevant qualifications or progress towards this goal. It shows us you're committed to your professional development!
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 gives you a chance to explore more about us!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Financial 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 ready for the role.
✨Showcase Your Experience
Prepare examples from your past work that highlight your experience in paraplanning. Think about how you've supported financial planners and dealt with complex cases, as this will resonate well with the interviewers.
✨Understand the Company Culture
Research the firm's values and culture. Knowing what they stand for will help you tailor your answers and demonstrate that you're a good fit for their team, especially in a hybrid working environment.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to professional development, especially regarding the path to Chartered status, and how they support their paraplanners in achieving their goals.
