Senior Paraplanner - Hybrid, Technical Reporting Expert
Senior Paraplanner - Hybrid, Technical Reporting Expert

Senior Paraplanner - Hybrid, Technical Reporting Expert

Full-Time 19800 - 46200 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support client reviews and new business with expert report writing.
  • Company: Dynamic financial advisory firm focused on client success.
  • Benefits: Competitive salary, hybrid working model, and supportive team environment.
  • Why this job: Join a growing team and build a rewarding career in financial planning.
  • Qualifications: 2+ years of paraplanning experience and strong understanding of UK financial products.
  • Other info: Great opportunity for long-term career growth in a collaborative setting.

The predicted salary is between 19800 - 46200 Β£ per year.

A financial advisory firm is seeking a motivated Paraplanner with 2+ years of experience to support client reviews and new business. This role requires strong report writing skills and a solid understanding of UK financial products.

The position offers a competitive salary of circa Β£33k per annum, hybrid working model after probation, and a supportive team environment to help you build a long-term career in financial planning.

Senior Paraplanner - Hybrid, Technical Reporting Expert employer: Firestar Consulting

Join a dynamic financial advisory firm that prioritises employee growth and development, offering a competitive salary and a hybrid working model for enhanced work-life balance. With a supportive team culture and opportunities to advance your career in financial planning, this role is perfect for those looking to make a meaningful impact in the industry while enjoying the benefits of a collaborative environment.
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Contact Detail:

Firestar Consulting Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Paraplanner - Hybrid, Technical Reporting Expert

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars to meet potential employers and show off your knowledge about UK financial products.

✨Tip Number 2

Prepare for interviews by brushing up on your report writing skills. Be ready to discuss how you've used these skills in past roles, especially in client reviews and new business scenarios.

✨Tip Number 3

Don’t just apply anywhere; focus on firms that align with your career goals. Use our website to find opportunities that match your experience and aspirations in financial planning.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds.

We think you need these skills to ace Senior Paraplanner - Hybrid, Technical Reporting Expert

Report Writing Skills
Understanding of UK Financial Products
Client Review Support
New Business Development
Financial Planning Knowledge
Attention to Detail
Communication Skills
Team Collaboration
Motivation and Initiative

Some tips for your application 🫑

Show Off Your Report Writing Skills: Since this role is all about technical reporting, make sure to highlight your report writing experience. Share examples of reports you've created and how they’ve helped clients or your team.

Know Your Financial Products: We want to see that you have a solid understanding of UK financial products. Mention any specific products you’ve worked with and how you’ve used them in your previous roles to support client needs.

Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the skills and experiences that match the job description. We love seeing candidates who take the time to connect their background to what we’re looking for.

Apply Through Our Website: Make it easy for us to find your application by applying through our website. It helps us keep everything organised and ensures your application gets the attention it deserves!

How to prepare for a job interview at Firestar Consulting

✨Know Your Financial Products

Make sure you brush up on your knowledge of UK financial products before the interview. Being able to discuss specific products and their benefits will show that you're not just familiar with the basics, but that you can provide valuable insights to clients.

✨Showcase Your Report Writing Skills

Since strong report writing skills are crucial for this role, prepare a few examples of reports you've written in the past. Be ready to discuss your writing process and how you ensure clarity and accuracy in your reports.

✨Prepare for Client Scenarios

Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would approach these situations, demonstrating your problem-solving skills and your ability to support client reviews effectively.

✨Emphasise Team Collaboration

This position is all about working within a supportive team environment. Be prepared to share examples of how you've successfully collaborated with colleagues in the past, highlighting your communication skills and your ability to contribute to a positive team dynamic.

Senior Paraplanner - Hybrid, Technical Reporting Expert
Firestar Consulting

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