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- Tasks: Create detailed suitability reports and support Financial Advisers in delivering top-notch service.
- Company: Reputable financial services firm with a focus on professional growth.
- Benefits: Competitive salary, career progression to Financial Adviser, and supportive team environment.
- Why this job: Kickstart your finance career and gain valuable experience while making a real difference.
- Qualifications: Level 4 CII Diploma in Financial Planning and 1-2 years industry experience.
- Other info: Office-based role with opportunities for rapid career advancement.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in the UK is seeking an experienced Paraplanner to deliver high-quality suitability reports and support Financial Advisers. The ideal candidate will possess a Level 4 CII Diploma in Financial Planning and 1-2 years experience in the industry. This office-based role involves conducting technical research, ensuring compliance, and collaborating with advisers. Candidates can progress to become a Financial Adviser within approximately 2 years.
Senior Paraplanner | Path to Financial Adviser (2-Year) employer: Hastings Investment Management
Contact Detail:
Hastings Investment Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner | Path to Financial Adviser (2-Year)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior 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
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We recommend practising common interview questions with a friend or mentor, so you can confidently showcase your expertise and experience in delivering high-quality suitability reports.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm but also keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’ve got all the latest openings, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy to navigate!
We think you need these skills to ace Senior Paraplanner | Path to Financial Adviser (2-Year)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any relevant qualifications, like your Level 4 CII Diploma. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your experience makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves conducting technical research and ensuring compliance, make sure to mention any specific tools or software you’re familiar with. We’re looking for someone who can hit the ground running, so highlight those skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Hastings Investment Management
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss suitability reports and compliance issues, as these are key aspects of the role. Familiarise yourself with recent changes in regulations that might affect the industry.
✨Showcase Your Experience
Highlight your 1-2 years of experience in the industry during the interview. Prepare specific examples of how you've supported Financial Advisers in the past, and be ready to discuss any challenges you've faced and how you overcame them.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial advising and their expectations for the Senior Paraplanner role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
✨Demonstrate Your Ambition
Since this role has a clear path to becoming a Financial Adviser, express your career aspirations and how you plan to achieve them. Discuss any additional qualifications or skills you’re looking to develop over the next two years to show your commitment to growth.
