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- Tasks: Support Advisors with paraplanning duties, research, and organize meetings.
- Company: Join a well-established Wealth Management firm that values its team.
- Benefits: Enjoy 25 days holiday, career progression, and a hybrid working model.
- Why this job: Make a real impact in a reputable firm while growing your career.
- Qualifications: Must be Level 4 qualified with strong organizational and compliance skills.
- Other info: This role offers flexibility and a collaborative environment.
The predicted salary is between 31000 - 36000 £ per year.
Job Description
Paraplanner\\nLocation: Nottingham – Hybrid Working:\\nSalary: £37,000 – £42,000 DOE\\nBenefits: 25 days holiday, career progression opportunities plus other benefits\\nAre you a Level 4-qualified paraplanner? This is your chance to join a well-established Wealth Management where you will feel valued\\nKey Responsibilities\\n * Support the Advisors with end-to-end Paraplanning duties\\n * Research and analysis\\n * Provide support for suitability reports and file checks as needed.\\n * Organize team and adviser meetings, creating agendas and tracking action points.\\nIdeal Candidate\\n * Qualified Paraplanner: Level 4 minimum\\n * Leadership Skills: Experience supporting Advisors and clients\\n * Detail-Oriented: Strong organizational skills and a commitment to accuracy.\\n * Compliance Knowledge: Familiar with FCA regulations and reporting.\\n * Tech-Savvy: Comfortable with financial planning software and Microsoft Office.\\n * \\nWhy Join?\\n * A hybrid role offering flexibility and a collaborative environment.\\n * The opportunity to grow and shape the team’s/business's success.\\n * Be part of a reputable firm that values its team and offers long-term career growth.\\n * \\nReady to take the next step in your career? Apply today to elevate your role as a senior Paraplanner and make a real impact in the wealth management industry
Paraplanner employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your Level 4 qualification prominently in your discussions. This is a key requirement for the role, and showcasing your credentials will help you stand out.
✨Tip Number 2
Demonstrate your leadership skills by sharing specific examples of how you've supported advisors and clients in previous roles. This will show that you can effectively contribute to the team.
✨Tip Number 3
Familiarize yourself with FCA regulations and be prepared to discuss how you ensure compliance in your work. This knowledge is crucial for the role and will reflect your commitment to accuracy.
✨Tip Number 4
Showcase your tech-savviness by mentioning any financial planning software you’ve used. Being comfortable with technology is essential for this position, so make sure to convey your proficiency.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner as outlined in the job description. Highlight your relevant experience and skills that align with supporting Advisors, conducting research, and preparing suitability reports.
Tailor Your CV: Customize your CV to reflect your Level 4 qualification and any relevant paraplanning experience. Emphasize your organizational skills, attention to detail, and familiarity with FCA regulations to stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your commitment to supporting Advisors. Mention specific examples of how you've successfully managed similar tasks in previous roles.
Highlight Tech Proficiency: Since the role requires being tech-savvy, make sure to mention your experience with financial planning software and Microsoft Office. Provide examples of how you've used these tools effectively in your past work.
How to prepare for a job interview at Freedom Recruitment Capital
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience you have as a paraplanner. Be prepared to discuss how your background aligns with the responsibilities outlined in the job description.
✨Demonstrate Attention to Detail
Since the role requires strong organizational skills and a commitment to accuracy, provide examples from your past work where your attention to detail made a difference. This could include successful suitability reports or effective file checks.
✨Familiarize Yourself with FCA Regulations
Brush up on your knowledge of FCA regulations and reporting requirements. Being able to discuss these confidently will show that you are compliant and understand the regulatory environment in which the company operates.
✨Prepare for Team Dynamics
As the role involves supporting advisors and organizing meetings, think about how you can contribute to team dynamics. Be ready to share your experiences in leadership and collaboration, and how you can help shape the team's success.
