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- Tasks: Prepare suitability reports and support compliance standards in a remote setting.
- Company: Dynamic financial planning firm focused on high-quality advice.
- Benefits: Flexible remote work, training opportunities, and a supportive team environment.
- Why this job: Join a team where your attention to detail makes a real difference.
- Qualifications: Level 4 Diploma in Financial Planning and strong technical skills required.
- Other info: Initial office presence for training, with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm is seeking an experienced Paraplanner to provide high-quality advice and support compliance standards. The role is primarily remote, requiring some office presence initially for training.
Key responsibilities include:
- Preparing suitability reports
- Collaborating on client documentation
Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong technical skills, with experience in Intelliflo Office being an advantage. This opportunity offers a great environment for detail-oriented individuals.
Remote Paraplanner — Technical Reports & Compliance employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner — Technical Reports & Compliance
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world 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
Brush up on your technical skills! Since this role values strong technical abilities, make sure you're comfortable with tools like Intelliflo Office. Consider taking a quick online course or watching tutorials to boost your confidence before interviews.
✨Tip Number 3
Prepare for those interviews! Research common questions for Paraplanner roles and practice your answers. Focus on how your experience aligns with the responsibilities mentioned in the job description, especially around compliance and report preparation.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows us you’re serious about joining our team and helps you stand out from the crowd.
We think you need these skills to ace Remote Paraplanner — Technical Reports & Compliance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially any work with suitability reports and compliance standards. We want to see how your skills align with what we're looking for!
Showcase Your Technical Skills: If you've got experience with Intelliflo Office or similar tools, shout about it! We love detail-oriented individuals who can demonstrate their technical prowess in financial planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about financial planning and how you can contribute to our team. Keep it engaging and relevant to the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around suitability reports and compliance standards. Familiarise yourself with the key regulations and best practices in the industry, as this will show that you're serious about the role.
✨Showcase Your Technical Skills
Since strong technical skills are a must, be prepared to discuss your experience with Intelliflo Office or similar software. Bring examples of how you've used these tools in past roles to enhance your efficiency and accuracy in preparing client documentation.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities in real-world situations. Think of scenarios where you had to ensure compliance or handle complex client needs, and be ready to explain your thought process and the outcomes.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the firm's approach to financial planning and compliance. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
