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For Companies At a Glance
- Tasks: Prepare client reports, conduct market research, and support advisers in a collaborative environment.
- Company: Join a leading Chartered Financial Advice firm with a strong reputation.
- Benefits: Enjoy a competitive salary, 6% pension, and study support for your professional growth.
- Why this job: Work remotely while making a real impact in the financial advice sector.
- Qualifications: Dip Level 4 qualification and experience in report writing and research.
- Other info: Full home setup provided with excellent career development opportunities.
The predicted salary is between 24000 - 40000 £ per year.
A leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will receive full support and set up.
Package
- You will receive excellent salary of up to c.£40k
- Market leading 6% non contributory pension
- Benefits and study support
The company
A leading Chartered IFA firm.
Role
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
The candidate
- Dip Level 4
- Writing reports and undertaking research
- Tasks as required to support Advisers
Next steps
Contact via email below for confidential discussion and review of opportunity and process.
Paraplanner in Cardiff employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector 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 virtual interviews by practising common questions and showcasing your knowledge of the firm. Research their values and recent news to show you're genuinely interested. Remember, confidence is key!
✨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 enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and qualifications directly to the hiring team. Let's get you started on this exciting journey!
We think you need these skills to ace Paraplanner in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your Dip Level 4 qualification and any relevant experience in financial advice. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Showcase Your Research Skills: Since the role involves market research, mention any tools or methods you’ve used in the past. We appreciate candidates who can demonstrate their ability to stay updated on market positions and global situations.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and market trends. Being a Dip qualified paraplanner means you should be able to discuss your expertise confidently, so review your qualifications and any recent changes in the industry.
✨Showcase Your Report Writing Skills
Since report preparation is a key part of the role, be ready to discuss your experience with writing reports. Bring examples if possible, and be prepared to explain how you tailor your writing to meet client needs and regulatory requirements.
✨Collaborative Spirit
This firm values teamwork, so highlight your ability to work collaboratively. Share examples of how you've successfully worked with advisers or other team members in the past, and how you can contribute to a positive team dynamic.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to client reviews and market research. This shows your genuine interest in the role and helps you understand how you can fit into their culture and processes.
