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- Tasks: Support financial advisers by producing compliant reports and delivering top-notch technical assistance.
- Company: Client-first financial planning firm with a supportive team culture.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Join a dedicated team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner and strong attention to detail.
- Other info: Great opportunity for career growth in a thriving independent firm.
The predicted salary is between 36000 - 60000 £ per year.
Looking for your next step in a genuinely client-first Financial Planning business? We are working on behalf of an IFA business who is hiring an experienced Paraplanner to join their supportive and client-focused team.
As an integral part of this independent firm, you will work closely with Advisers to deliver high-quality technical support, produce compliant suitability reports, and ensure clients receive the best service.
Paraplanner (Inverness) employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Inverness)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at IFA firms. A personal recommendation can really give you the edge.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client-first approach. Be ready to discuss how you've supported Advisers in the past and how you can contribute to a supportive team.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous suitability reports or any relevant work that highlights your attention to detail and compliance knowledge. This will help you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! We make it easy for you to find the right fit for your skills and aspirations. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Paraplanner (Inverness)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Paraplanner role. Highlight your client-focused approach and any technical support you've provided in previous positions.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial planning and how you can contribute to our supportive team. Be genuine and let your personality shine through!
Showcase Your Technical Skills: Since this role involves producing compliant suitability reports, be sure to mention any specific software or tools you’re familiar with. We want to see how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Fram Executive Search Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around compliance and suitability reports. Being able to discuss specific cases or examples from your past experience will show that you're not just familiar with the theory but can apply it in practice.
✨Client-Centric Mindset
Since this role is all about putting clients first, be prepared to share how you've prioritised client needs in your previous roles. Think of specific instances where you went above and beyond for a client, as this will resonate well with the interviewers.
✨Team Player Vibes
This firm values collaboration, so highlight your experience working closely with advisers or other team members. Share examples of how you’ve contributed to a team environment and supported colleagues in delivering high-quality service.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client service and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
