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- Tasks: Join our team as a Senior Paraplanner, supporting processes and improving team dynamics.
- Company: We're a thriving Financial Planning and Investment Management practice in Welwyn Garden City.
- Benefits: Enjoy hybrid work, 28 days holiday, PMI, and support for your professional growth.
- Why this job: Be part of an exciting growth phase and make a real impact in client meetings.
- Qualifications: Must have several years of Paraplanning experience and a Level 4 Diploma.
- Other info: Opportunity for Chartered support and a rising pension contribution.
The predicted salary is between 36000 - 66000 £ per year.
Role: Senior Paraplanner Location: Welwyn Garden City (Hybrid) Salary: Circa £45,000 – £55,000 – open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business’ recent and ongoing growth.You will have the opportunity to attend client meetings with the Planners, and providing support with clients. Benefits: Hybrid working, 3 days a week in the office Ongoing professional development and training 28 days holiday plus bank holiday PMI Company bonus Support with exams if you wish to become Chartered 4% employer pension contribution rising up to 10%. What’s needed to be considered for the Senior Paraplanner position? Several years of experience in a Paraplanning position & strong technical knowledge Level 4 Diploma qualified as a minimum Excellent compliance knowledge Experienced with cashflow modelling Strong leadership skills, with an entrepreneurial spirit for idea cre…
Senior Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Make sure to highlight your experience in Paraplanning during any networking opportunities. Connect with professionals in the financial planning industry on platforms like LinkedIn and engage in discussions about best practices and trends.
✨Tip Number 2
Familiarize yourself with the specific tools and software used in cashflow modelling and compliance within the financial planning sector. Being able to discuss these tools confidently can set you apart during interviews.
✨Tip Number 3
Demonstrate your leadership skills by sharing examples of how you've contributed to team improvements or processes in your previous roles. This will show that you have the entrepreneurial spirit they are looking for.
✨Tip Number 4
Stay updated on the latest regulations and compliance requirements in the financial planning industry. Showing that you are proactive about your professional development can impress potential employers.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Paraplanning. Focus on your technical knowledge, compliance expertise, and any leadership roles you've held. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience with cashflow modelling and how you can contribute to the team's growth and improvements.
Highlight Professional Development: Emphasize any ongoing professional development or training you have undertaken. If you are working towards becoming Chartered, mention this as it aligns with the company's support for exams.
Show Enthusiasm for Hybrid Working: Since the position offers hybrid working, express your enthusiasm for this arrangement. Discuss how you can effectively manage your time between office and remote work to support the team and clients.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your strong technical knowledge. Be prepared to discuss specific cases you've worked on and how you approached complex financial planning scenarios.
✨Highlight Leadership Experience
Since the role requires strong leadership skills, share examples of how you've led projects or mentored junior team members. This will show that you can contribute to team improvements and support the Paraplanning Manager effectively.
✨Discuss Client Interaction
You'll have the opportunity to attend client meetings, so be ready to talk about your experience in client-facing roles. Highlight how you've built relationships and provided support to clients in previous positions.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations and be prepared to answer questions about your compliance knowledge. Discuss how you've ensured adherence to compliance standards in your past work.
