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For Companies At a Glance
- Tasks: Support Advisers by managing client portfolios and preparing financial plans.
- Company: Join a top Chartered Financial Planning practice in Shrewsbury, known for excellence.
- Benefits: Enjoy flexible working options and a collaborative team environment.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Experience with financial software and a passion for finance is essential.
- Other info: Opportunities for professional development and growth within the company.
The predicted salary is between 36000 - 60000 £ per year.
A leading regional Chartered Financial Planning practice is 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 a range of platforms/providers.
Pension Paraplanner employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in pension planning. This will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing 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 referrals or insider information about job openings.
✨Tip Number 3
Showcase your proficiency with major software packages and platforms used in financial planning. If you have experience with specific tools, be prepared to discuss how you've used them to enhance client service or streamline processes.
✨Tip Number 4
Prepare for potential case studies or scenario-based questions during interviews. Think about how you would approach various client situations, particularly those involving high-net-worth individuals, to demonstrate your analytical and problem-solving skills.
We think you need these skills to ace Pension Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Pension Paraplanner. Highlight your experience in supporting advisers and working with high-net-worth clients in your application.
Tailor Your CV: Make sure your CV reflects relevant experience, particularly with major software packages and platforms used in financial planning. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the company and its values. Mention your ability to work in both face-to-face and remote settings, as well as your teamwork skills.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which 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 pension schemes and financial planning principles. Be prepared to discuss how you can support advisers in managing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
✨Familiarise Yourself with Software Packages
Since the role requires experience with major software packages, 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 position involves attending team meetings, be ready to share examples of how you've successfully collaborated with colleagues in previous roles. Emphasise your ability to work both face-to-face and remotely.
✨Prepare Questions for the Interviewers
Show your interest in the company by preparing thoughtful questions about their approach to financial planning and client management. This will demonstrate your enthusiasm for the role and help you assess if it's the right fit for you.
