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- Tasks: Support clients by handling inquiries, conducting research, and attending meetings.
- Company: Leading national IFA practice in Wirral with rapid growth.
- Benefits: Excellent salary, study support, and clear career progression.
- Why this job: Join a dynamic team and make a real difference for clients.
- Qualifications: Experience in paraplanning and working towards a CII Diploma.
- Other info: Exciting opportunity to work with a diverse range of clients.
The predicted salary is between 30000 - 42000 £ per year.
A leading national IFA practice in Wirral seeks a paraplanner to support their team. The role includes handling client inquiries, conducting research, and attending meetings.
Candidates should have experience in paraplanning and possess or be close to obtaining a CII Diploma.
The company offers excellent salary, study support, and a clear career path for growth within the practice. This is an exciting opportunity to join a firm undergoing rapid growth and to work with a broad range of clients.
Paraplanner with Path to Advisor | Study Support & Benefits employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner with Path to Advisor | Study Support & Benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a 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 interviews by brushing up on your knowledge of financial products and regulations. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. 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 our hiring team. Plus, it shows you're serious about joining us at StudySmarter!
We think you need these skills to ace Paraplanner with Path to Advisor | Study Support & Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the paraplanning role. Highlight any relevant qualifications, especially if you're close to obtaining that CII Diploma. We want to see how you can fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our growth. Keep it engaging and personal – we love getting to know the real you!
Showcase Your Research Skills: Since the role involves conducting research, mention any specific tools or methods you’ve used in the past. We’re keen to see how you approach client inquiries and problem-solving, so don’t hold back on sharing your experiences!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you get all the latest updates from us. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specifics of the role. Familiarise yourself with client inquiries, research methods, and the types of meetings you might attend. This will show that you're not just interested in the job, but that you’re ready to hit the ground running.
✨Show Your Growth Mindset
Since this role offers a clear career path, be prepared to discuss your ambitions and how you plan to grow within the company. Share your goals related to obtaining the CII Diploma and how you envision your journey from paraplanner to advisor. This demonstrates your commitment to personal and professional development.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s growth and the types of clients they work with. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career aspirations. It’s a two-way street!
✨Be Yourself
While it’s important to be professional, don’t forget to let your personality shine through. The firm is looking for someone who fits well with their team culture, so being genuine can help you stand out. Share your experiences and what makes you passionate about paraplanning.
