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- Tasks: Work closely with the Managing Director on high-value financial cases.
- Company: Join a reputable independent financial advice firm in Poole.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and a solid benefits package.
- Other info: Full training provided; flexible work options after probation.
- Why this job: Gain experience with complex financial cases and work with top-tier clients.
- Qualifications: Must be diploma qualified and ideally pursuing chartered status.
The predicted salary is between 40000 - 50000 £ per year.
My client is an independent financial advice business based in Poole. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They work with SME owners, retirees, City professionals including accountants, lawyers and other occupational professionals with varying levels of assets from £200k - £12m. An average case holds £750k of invested assets.
They are looking to recruit a paraplanner to work on a 1-2-1 basis with the Managing Director and all his clients who are the highest net worth and most technical cases. You will be diploma qualified and ideally working towards your chartered status. You will be working on complex cases including IHT, estate planning, VCT and EIS schemes amongst others.
The business uses a variety of platforms but primarily use Quilter and Transact and use Intelligent Office, FE Analytics and Genovo. Full training will be provided on systems if needed.
My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service benefit amongst others. My client are looking to offer between £40k - £50k basic salary possibly more for the right candidate. Once you are established in the role you can work from home a few days a week after passing your probation.
For more details please contact Peter Fozard at Financial Divisions.
Paraplanner work on a 1-2-1 basis with Managing Director - Poole Office - c.£50k salary employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner work on a 1-2-1 basis with Managing Director - Poole Office - c.£50k salary
✨Tip Number 1
Familiarise yourself with the specific financial platforms mentioned in the job description, such as Quilter and Transact. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial advice sector, especially those who work with high-net-worth clients. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations for the role.
✨Tip Number 3
Prepare to discuss complex financial cases during your interview. Brush up on topics like IHT, estate planning, and VCT/EIS schemes, as being able to articulate your knowledge will set you apart from other candidates.
✨Tip Number 4
Showcase your commitment to professional development by highlighting any progress towards your chartered status. This demonstrates your dedication to the field and aligns with the company's expectations for a diploma-qualified candidate.
We think you need these skills to ace Paraplanner work on a 1-2-1 basis with Managing Director - Poole Office - c.£50k salary
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the specific requirements and responsibilities of the Paraplanner position. Highlight your relevant experience in financial advice, particularly with high net worth clients.
Tailor Your CV: Customise your CV to reflect your qualifications and experience that align with the role. Emphasise your diploma qualification and any progress towards chartered status, as well as your familiarity with platforms like Quilter and Transact.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to handle complex cases. Mention your experience with IHT, estate planning, and other relevant areas, and explain why you want to work closely with the Managing Director.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Technical Stuff
As a paraplanner, you'll be dealing with complex financial cases. Brush up on your knowledge of IHT, estate planning, VCT, and EIS schemes. Be prepared to discuss these topics in detail during the interview.
✨Familiarise Yourself with Their Tools
The company primarily uses Quilter and Transact, along with Intelligent Office, FE Analytics, and Genovo. If you have experience with these platforms, mention it. If not, show your willingness to learn and adapt quickly.
✨Highlight Your Qualifications
Make sure to emphasise your diploma qualifications and any progress towards chartered status. This shows your commitment to professional development and aligns with what they are looking for in a candidate.
✨Prepare Questions for the Managing Director
Since you'll be working closely with the Managing Director, prepare insightful questions about their approach to client management and the types of cases you'll be handling. This demonstrates your interest in the role and helps you gauge if it's the right fit for you.