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- Tasks: Support financial advisers and ensure smooth client service processes.
- Company: Forward-thinking Financial Planning firm with a fantastic team culture.
- Benefits: Competitive salary, bonus scheme, exam support, gym access, and hybrid working.
- Why this job: Join a successful team and make a real impact in financial planning.
- Qualifications: Level 4 qualified, experience in IFA environment, strong technical skills.
- Other info: Great career growth opportunities and a wonderful work environment.
The predicted salary is between 34000 - 50000 £ per year.
We are assisting a forward-thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team. The firm in the last few years has experienced great success and is looking to continue growing over the coming years.
This is a fantastic opportunity for an experienced Paraplanner to join their paraplanning team and to provide day-to-day product and technical support to the business as a whole and the advisers. You will also have the opportunity to liaise with management to ensure the smooth running of client service processes within the business.
On offer is an extremely competitive salary plus:
- Transparent team bonus scheme
- Exam support with bonuses
- Free onsite car parking
- Charity day
- Wonderful work environment
- After your 6 month probation hybrid working is available
- Staff gym
- Access to electric car charging
- Pension (Salary Exchange)
- Valuable Life Assurance for your loved ones
- Private medical insurance
- Optional health screening
Desired Skills for this paraplanner position:
- Level 4 qualified but ideally working towards Chartered
- Previous experience supporting Advisers within an IFA environment
- Comprehensive market knowledge with strong technical ability
What’s next? Apply today to be considered for this paraplanner opportunity. If this specific Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Paraplanner in Milton Keynes employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about letting them know you’re on the lookout for a Paraplanner role. Sometimes, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills can contribute to their success. We want you to shine and show them why you’re the perfect fit for their team.
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows you’re genuinely interested in the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always here to help you find the perfect opportunity that matches your skills and aspirations.
We think you need these skills to ace Paraplanner in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualifications and any relevant experience in an IFA environment. 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 passionate about financial planning and how you can contribute to our fantastic team. Keep it concise but engaging!
Showcase Your Technical Skills: Since this role requires strong technical ability, don’t forget to mention specific tools or software you’re familiar with. We love seeing candidates who are up-to-date with market knowledge and can support our advisers effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed. Plus, if you have any questions, feel free to reach out to us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge and market trends relevant to the paraplanning role. Be prepared to discuss specific products and strategies you've worked with, as this will show your expertise and confidence.
✨Showcase Your Experience
Think of examples from your previous roles where you've supported advisers or improved client service processes. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your contributions effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans and team dynamics. This not only shows your interest in the company but also helps you gauge if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm values a fantastic team environment, so showing that you’re a good cultural fit can be just as important as your qualifications.
