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- Tasks: Conduct client reviews, prepare reports, and perform market research in a collaborative team.
- Company: National IFA practice in Liverpool with a focus on high-net-worth clients.
- Benefits: Attractive salary, hybrid working model, and comprehensive benefits package.
- Why this job: Join a growing team and make a real impact in the financial sector.
- Qualifications: Dip Level 4 qualification or equivalent experience with high-net-worth clients.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 40000 - 45000 £ per year.
A national IFA practice in Liverpool is seeking an experienced paraplanner to join their growing team. The role includes client reviews, report preparation, and market research, working collaboratively with a dedicated team.
Candidates should ideally possess a Dip Level 4 qualification or equivalent experience, especially in dealing with high-net-worth clients.
The position offers a hybrid working model along with an attractive salary in the range of £40,000 to £45,000 and a comprehensive benefits package.
Hybrid Paraplanner for HNW Clients | Reports & Research in Liverpool employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner for HNW Clients | Reports & Research in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work with high-net-worth clients. A personal recommendation can make all the difference when you're trying to land that hybrid paraplanner role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of market research and report preparation. We want you to showcase your expertise and how it aligns with the needs of the IFA practice. Practice common interview questions and have examples ready to demonstrate your experience.
✨Tip Number 3
Don’t forget to highlight your qualifications! If you’ve got that Dip Level 4 or equivalent experience, make sure it’s front and centre in your discussions. We want to see how your skills can benefit the team and their high-net-worth clients.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to contribute to our growing team. Let’s get you that dream job!
We think you need these skills to ace Hybrid Paraplanner for HNW Clients | Reports & Research in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and any relevant qualifications like the Dip Level 4. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about paraplanning and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Teamwork Skills: Since this role involves working collaboratively, share examples of how you've successfully worked in a team before. We love to see candidates who can communicate and collaborate effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive 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 services, especially those relevant to high-net-worth clients. Familiarise yourself with the latest market trends and be ready to discuss how they impact client portfolios.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your skills in report preparation and client reviews. Be ready to explain how your experience aligns with the needs of the national IFA practice and how you can contribute to their team.
✨Ask Insightful Questions
Demonstrate your interest in the role by preparing thoughtful questions about the company’s approach to client management and market research. This shows that you’re not just looking for any job, but that you’re genuinely interested in how you can add value to their team.
✨Embrace the Hybrid Model
Since this role offers a hybrid working model, be prepared to discuss how you manage your time and productivity in both remote and office settings. Share any strategies you have for staying organised and connected with your team while working flexibly.
