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- Tasks: Provide paraplanning support and ensure compliance while engaging with clients.
- Company: Leading financial advice firm in Cosby with a strong reputation.
- Benefits: Competitive salary starting at £40,000 and a robust benefits package.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Level 4 Diploma in Regulated Financial Planning or working towards it, plus strong organisational skills.
- Other info: Full-time role with opportunities for professional growth.
The predicted salary is between 40000 - 56000 £ per year.
A leading financial advice firm in Cosby is seeking an experienced Financial Services Administrator to join their team. The role involves delivering comprehensive paraplanning support and maintaining compliance while communicating with clients.
Candidates must hold a Level 4 Diploma in Regulated Financial Planning or be working towards it, and possess strong organisational skills.
This full-time position offers a competitive salary starting at £40,000 with a robust benefits package.
Paraplanner: Hybrid Role - Client Reports & Compliance in Cosby employer: Express Recruitment
Contact Detail:
Express Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Hybrid Role - Client Reports & Compliance in Cosby
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for paraplanning roles. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for paraplanners and practice your responses. Make sure you can showcase your organisational skills and compliance knowledge, as these are key for the role.
✨Tip Number 3
Don’t just apply anywhere—focus on firms that align with your values and career goals. Check out our website for tailored job listings that match your skills and aspirations in the financial advice sector.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner: Hybrid Role - Client Reports & Compliance in Cosby
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Regulated Financial Planning or your progress towards it. We want to see how your qualifications align with the role, so don’t hold back!
Tailor Your Application: Take a moment to customise your CV and cover letter for this specific role. Mention your experience in financial services administration and how it relates to delivering paraplanning support and compliance.
Demonstrate Your Organisational Skills: Since strong organisational skills are key for this position, give examples of how you've successfully managed tasks or projects in the past. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Express Recruitment
✨Know Your Stuff
Make sure you’re well-versed in the financial services sector, especially around paraplanning and compliance. Brush up on your Level 4 Diploma knowledge and be ready to discuss how it applies to the role.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think of times when you managed multiple tasks or projects effectively, as this will resonate with what they’re looking for in a candidate.
✨Client Communication is Key
Since the role involves communicating with clients, practice articulating complex financial concepts in simple terms. Be ready to demonstrate your interpersonal skills and how you build rapport with clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to compliance and client reports. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals.
