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- Tasks: Join us as a Paraplanner, conducting analytical tasks and supporting financial advisers.
- Company: Be part of an award-winning firm known for its expert and personal client service.
- Benefits: Enjoy hybrid working, competitive salary, funded exams, pension contributions, and 20 days holiday.
- Why this job: This role offers career progression within 18 months and a chance to make a real impact.
- Qualifications: You need 3+ years as an IFA administrator with strong analytical and report writing skills.
- Other info: Opportunity to become an advisor and work in a supportive, reputable environment.
The predicted salary is between 32000 - 38000 £ per year.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working? If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Milton Keynes area. They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans. They are offering the successful Paraplanner the opportunity to progress within 18 months and hybrid working after the probation period. The successful Paraplanner will be offered: £32,000- £38,000 salary based on experience Hybrid working after probation period 20 days holiday per annum plus statutory holidays Exams Funded Pension Contribution 4 x DIS Career Progression opportunities to become an advisor Paraplanner requirements: Minimum of 3 + years as an IFA administrator Financial Planning and Investment skills Analytical Skills and Finance knowledge Report Writing proficiency Strong attention to detail and ability to work with financial data
Paraplanner employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience as an IFA administrator in your conversations. Discuss specific tasks you've handled that align with the analytical and finance-related activities mentioned in the job description.
✨Tip Number 2
Demonstrate your report writing proficiency by preparing a sample report or analysis relevant to financial planning. This will showcase your skills and give you an edge during discussions.
✨Tip Number 3
Familiarize yourself with the company’s reputation and values. During your interactions, mention how your personal service approach aligns with their commitment to expert client service.
✨Tip Number 4
Express your interest in career progression opportunities. Share your long-term goals and how you envision growing within the firm, which shows your commitment and ambition.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA administrator and showcases your financial planning and investment skills. Use specific examples that demonstrate your analytical skills and report writing proficiency.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role of Paraplanner. Mention why you are interested in this particular firm and how your background aligns with their values and the responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, emphasize your previous roles and responsibilities that relate directly to the tasks mentioned in the job description, such as conducting analytical tasks and preparing paperwork for advisers.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. Attention to detail is crucial for this role, so make sure your application reflects that quality.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Analytical Skills
Since the role requires strong analytical skills, be prepared to discuss specific examples from your past experience where you successfully analyzed financial data or created reports. Highlight how your analytical abilities contributed to effective financial planning.
✨Demonstrate Attention to Detail
Attention to detail is crucial for a Paraplanner. During the interview, mention instances where your meticulous nature helped avoid errors in financial documents or improved the quality of reports. This will show that you understand the importance of precision in this role.
✨Discuss Your Career Progression Goals
The firm offers career progression opportunities, so express your ambition to grow within the company. Share your long-term goals and how you envision transitioning into an advisory role, which aligns with their commitment to developing talent.
✨Prepare for Technical Questions
Expect technical questions related to financial planning and investment. Brush up on relevant concepts and be ready to explain your thought process when tackling finance-related tasks. This will demonstrate your expertise and readiness for the position.
