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For Companies At a Glance
- Tasks: Support financial advisers by managing client pensions and preparing reports.
- Company: Join a top Chartered Financial Planning practice in Shrewsbury, known for its excellence.
- Benefits: Enjoy flexible working options and a collaborative team environment.
- Why this job: Be part of a dynamic team that makes a real impact in clients' financial lives.
- Qualifications: Experience with financial software and a passion for finance is essential.
- Other info: Opportunities for professional growth and development in a supportive setting.
The predicted salary is between 36000 - 60000 £ per year.
A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Working with clients in the HNW and UHNW space, providing full support to your Adviser. Attending team meetings as required, in face or remote. Experience of all major software packages and range of platforms/providers.
Paraplanner (Pensions) employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions)
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in pensions and financial planning. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the field.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend relevant events or join online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Showcase your proficiency in major software packages and platforms used in financial planning. Be prepared to discuss your experience with these tools during interviews, as they are crucial for a Paraplanner role.
✨Tip Number 4
Prepare thoughtful questions about the company’s approach to client management and team collaboration. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
We think you need these skills to ace Paraplanner (Pensions)
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner, especially in the context of pensions. Highlight your understanding of the HNW and UHNW client space in your application.
Tailor Your CV: Make sure your CV reflects relevant experience and skills that align with the job description. Emphasise your proficiency with major software packages and platforms used in financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support advisers effectively. Mention any specific experiences that demonstrate your capability in this role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in the financial sector.
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Planning Basics
Brush up on your knowledge of pensions and financial planning principles. Be prepared to discuss how you can support advisers in managing high-net-worth clients effectively.
✨Familiarise Yourself with Software Packages
Since experience with major software packages is essential, make sure you are comfortable discussing the tools you've used in the past. Highlight any specific platforms or providers you are familiar with.
✨Demonstrate Team Collaboration Skills
As the role involves attending team meetings, be ready to share examples of how you've successfully collaborated with others in previous roles. This will show your ability to work well within a team environment.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
