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- Tasks: Join a dynamic team to prepare client reports and conduct market research.
- Company: Be part of a prestigious Chartered IFA firm with nearly 30 years of experience.
- Benefits: Enjoy a competitive salary of £35k-£45k plus executive benefits.
- Why this job: Collaborate with talented professionals and make a real impact in financial planning.
- Qualifications: Ideally hold Dip Level 4 and have strong report writing skills.
- Other info: Opportunity for growth in a supportive and innovative environment.
The predicted salary is between 30000 - 45000 £ per year.
A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm.
Package: You will receive excellent salary (£35k- £45k), executive benefits and earnings.
The company: A leading regional 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
- Liaising with external client partners, such as providers and DFMs as needed
- Attending client meetings as required
The candidate: Ideally Dip Level 4, writing reports and undertaking research.
Next steps: Contact via email below for confidential discussion and review of opportunity and process.
Paraplanner (Stockport) employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Stockport)
✨Tip Number 1
Familiarise yourself with the latest financial regulations and market trends. Being knowledgeable about current events in the finance sector will not only help you in interviews but also demonstrate your commitment to staying informed.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners or advisers. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Practice your report writing skills, as this is a key part of the role. Consider creating sample reports based on hypothetical client scenarios to showcase your ability to prepare comprehensive documentation.
✨Tip Number 4
Prepare for potential interviews by reviewing common paraplanning interview questions. Think about how your experience aligns with the responsibilities outlined in the job description, and be ready to discuss specific examples.
We think you need these skills to ace Paraplanner (Stockport)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the paraplanner position. Highlight key skills such as report writing, research, and collaboration with advisers.
Tailor Your CV: Customise your CV to reflect your experience and qualifications relevant to the paraplanner role. Emphasise your Dip Level 4 qualification and any previous experience in financial services or report preparation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of their Chartered status and how you can contribute to their growth and success.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you have a solid understanding of financial planning concepts, especially those relevant to paraplanning. Brush up on cash flow modelling and lifestyle planning, as these are key aspects of the role.
✨Showcase Your Report Writing Skills
Since report preparation is a significant part of the job, be ready to discuss your experience in writing reports. Bring examples if possible, and highlight your ability to tailor content for different audiences.
✨Demonstrate Team Collaboration
As you'll be working in pods with Advisers, emphasise your teamwork skills. Share examples of how you've successfully collaborated with others in previous roles to achieve common goals.
✨Stay Updated on Market Trends
The firm values staying informed about market positions and global situations. Be prepared to discuss recent trends in the financial sector and how they might impact clients, showing that you're proactive and knowledgeable.
