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- Tasks: Join our team as a paraplanner and support financial advisers with client matters.
- Company: We're a fast-growing IFA firm in Manchester, aiming to be a market leader.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of an exciting journey with high-net-worth clients and complex challenges.
- Qualifications: Ideal candidates should have a passion for finance and strong analytical skills.
- Other info: This is a fantastic chance to grow your career in a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
Looking to elevate your career in financial services? We\’re hiring a Paraplanner in Stockport with a competitive base salary of around £40k.
Our client, a respected regional Financial Planning firm, is searching for an experienced professional adept in:- Capital Gains Tax (CGT)- Pension carry forward- Tapered annual allowance
You will be working primarily with clients who are at retirement.
#paraplan…
Paraplanner employer: Ferguson Dean Limited
Contact Detail:
Ferguson Dean Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the specific needs and expectations of HNW and UHNW clients. Understanding their financial goals and complexities will help you stand out during the interview process.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work with similar client profiles. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. Demonstrating your knowledge of current market conditions can impress potential employers and show your commitment to the field.
✨Tip Number 4
Prepare thoughtful questions about the firm's growth plans and how they plan to position themselves as a market leader. This shows your genuine interest in the company and its future.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of a paraplanner. Familiarize yourself with the specific skills and qualifications that the firm is looking for, especially in relation to HNW and UHNW clients.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job description. Emphasize any previous work with high-net-worth clients and your ability to handle complex financial matters.
Craft a Compelling Cover Letter: Write a cover letter that not only showcases your qualifications but also expresses your enthusiasm for the firm's growth and vision. Mention how you can contribute to their goal of becoming a market leader.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial services industry.
How to prepare for a job interview at Ferguson Dean Limited
✨Understand the Firm's Vision
Make sure you research the firm's growth plans and their position in the market. Being able to discuss how you can contribute to their ambition of becoming a market leader will impress the interviewers.
✨Showcase Your Technical Knowledge
Since the firm deals with HNW and UHNW clients, be prepared to discuss complex financial matters. Brush up on relevant regulations and products that cater to high-net-worth individuals to demonstrate your expertise.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about past experiences where you successfully navigated complex client situations and be ready to share those examples.
✨Highlight Your Teamwork Skills
With seven advisers in the firm, collaboration is key. Be prepared to discuss how you work effectively within a team and how you can support the advisers in delivering exceptional service to clients.
