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- Tasks: Provide technical support to Financial Planners and conduct in-depth research.
- Company: A growing financial planning firm in Bromsgrove with a supportive culture.
- Benefits: Hybrid working, career progression, and a collaborative environment.
- Why this job: Join a respected firm and advance your career in financial planning.
- Qualifications: Diploma in Financial Planning and two years of relevant experience.
- Other info: Opportunity for professional development in a fast-paced setting.
The predicted salary is between 33512 - 56573 £ per year.
Location: Bromsgrove
Salary: £33,512 - £56,573
Type: Permanent
Workplace: On-Site
Ref: 89484
Are you a Diploma-qualified/ nearly qualified Paraplanner looking for your next career move? We are working with a well-established and growing financial planning firm in Bromsgrove that is expanding due to business growth and acquisitions. This is a fantastic opportunity to join a forward-thinking firm that values its people and offers genuine career progression.
The Role
As a Paraplanner, you will provide high-quality technical support to Financial Planners, conducting in-depth research, preparing suitability reports, and ensuring compliance with regulatory requirements. This role requires a strong attention to detail, analytical thinking, and the ability to work collaboratively within a professional team.
What We're Looking For
- Diploma in Financial Planning (Level 4, or close to completing)
- Minimum of two years experience in a Paraplanning or technical support role
- Strong knowledge of investment, retirement, and protection products
- Excellent report writing and analytical skills
- Ability to work effectively within a fast-paced environment
What's on Offer
- Hybrid working three days in the office, two from home
- Career progression opportunities within a growing firm
- A supportive and collaborative working environment
This is a fantastic opportunity to join a well-respected firm that values technical expertise and professional development. If you're a motivated Paraplanner looking to take the next step in your career, apply now or get in touch for more details.
Paraplanner in Bromsgrove employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by practising common Paraplanner questions. Think about your past experiences and how they relate to the role. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio of your work, including reports you've written or projects you've contributed to. This will give potential employers a tangible sense of your capabilities and attention to detail.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from motivated candidates like you who are ready to take the next step in their career.
We think you need these skills to ace Paraplanner in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Diploma in Financial Planning and any relevant experience you have. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share your passion for financial planning and how you can contribute to our collaborative environment.
Showcase Your Skills: Don’t forget to highlight your analytical thinking and report writing skills. We love candidates who can demonstrate their attention to detail and ability to work in a fast-paced environment, so make sure to include examples!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, retirement, and protection products. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Skills
Prepare examples of your previous work that highlight your analytical thinking and report writing skills. Use specific instances where you provided high-quality technical support or conducted in-depth research to demonstrate your capabilities.
✨Be a Team Player
Since this role involves working collaboratively within a professional team, be ready to discuss how you've successfully worked with others in the past. Share experiences that showcase your ability to contribute positively to a team environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s growth, culture, and career progression opportunities. This not only shows your interest in the firm but also helps you determine if it’s the right fit for you.
