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- Tasks: Support advisers, prepare client reports, and conduct market research.
- Company: Leading financial planning firm in the UK with a strong reputation.
- Benefits: Competitive salary of £35k-£45k and excellent executive benefits.
- Why this job: Join a dynamic team and make a difference for High Net Worth clients.
- Qualifications: Experience with High Net Worth clients and strong report writing skills.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 35000 - 45000 £ per year.
A leading financial planning firm in the UK is seeking a paraplanner to join their team. The role involves supporting advisers, preparing client reports, conducting market research, and attending client meetings.
Ideal candidates will have experience working with High Net Worth clients, alongside skills in report writing and market analysis.
This position offers a competitive salary between £35k and £45k along with excellent executive benefits.
Senior Paraplanner for HNW Wealth & Independent Advisory in Chorley employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner for HNW Wealth & Independent Advisory in Chorley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Senior Paraplanner role. 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 by brushing up on your market analysis skills. Be ready to discuss recent trends and how they impact High Net Worth clients. We want you to shine and show that you’re the perfect fit for the team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨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 experience directly to the hiring team. Let’s get you that Senior Paraplanner position!
We think you need these skills to ace Senior Paraplanner for HNW Wealth & Independent Advisory in Chorley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with High Net Worth clients and any relevant skills in report writing and market analysis. 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 the perfect fit for this role. Share specific examples of your past work that align with what we’re looking for, especially in supporting advisers and preparing client reports.
Showcase Your Research Skills: Since market research is a key part of the job, don’t forget to mention any tools or methods you use to conduct thorough market analysis. We love candidates who can demonstrate their analytical skills and how they’ve applied them in real-world scenarios.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially when it comes to High Net Worth clients. Familiarise yourself with the latest market trends and be ready to discuss how you can support advisers effectively.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare a few examples of your previous work. Be ready to discuss your approach to creating client reports and how you ensure they are clear and comprehensive.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Be prepared to discuss how you would handle specific situations, demonstrating your analytical skills and ability to provide tailored advice.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client relationships or how they stay ahead in market research—this shows you’re genuinely engaged.
