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For Companies At a Glance
- Tasks: Assist financial advisors by preparing reports and conducting in-depth research on financial products.
- Company: Heritage Financial Planning Ltd, a family-run business with nearly 30 years of experience.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning, strong analytical skills, and effective communication.
- Other info: Work in a collaborative environment with a commitment to high ethical standards.
The predicted salary is between 30000 - 42000 £ per year.
Heritage Financial Planning Ltd is an independent financial advice practice with nearly 30 years of experience helping families protect and grow their wealth. As a family-run business, we prioritise a personal touch, setting us apart from larger corporate firms. We are proud to have built lasting relationships with many clients, often spanning multiple generations. With offices in Mold, Liverpool, and Manchester, we serve clients across the North West and throughout the UK.
Role Description
This is a full-time, on-site Paraplanner role based in the Chester and Wrexham Area. The successful candidate will assist financial advisors by preparing client reports, conducting in-depth research on financial products, analysing financial plans, and supporting the development of bespoke investment strategies. The role also involves ensuring compliance with financial regulations and actively contributing to the provision of high-quality client service and advice.
Qualifications
- Strong experience in Financial Planning and Investments
- Proficiency in Analytical Skills and Finance-related tasks
- Competence in Report Writing and effective communication skills
- Attention to detail and ability to understand complex financial data
- Qualifications in financial planning or progress towards financial planning certifications
- Proficiency with financial software and tools
- Ability to work collaboratively within a small, high-performing team
- Commitment to maintaining high ethical and professional standards
Paraplanner in Chester employer: Heritage Financial Planning Ltd
Contact Detail:
Heritage Financial Planning Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Heritage Financial Planning. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and regulations. We want you to show off your analytical skills and attention to detail, so practice discussing complex financial data in a clear and concise way.
✨Tip Number 3
Don’t forget to highlight your experience with report writing and communication during the interview. We know how important these skills are for a Paraplanner, so be ready to share examples of your past work.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our family-run business and contributing to our high-quality client service.
We think you need these skills to ace Paraplanner in Chester
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We love seeing the real you, so don’t be afraid to share a bit about your journey and what makes you passionate about financial planning.
Tailor Your Application: Make sure to tailor your application specifically for the Paraplanner role. Highlight your relevant experience in financial planning and investments, and how your skills align with what we’re looking for at Heritage Financial Planning.
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points if necessary to make your qualifications stand out!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Heritage Financial Planning Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning and investment knowledge. Heritage Financial Planning Ltd values strong analytical skills, so be prepared to discuss specific financial products and strategies you've worked with in the past.
✨Showcase Your Report Writing Skills
Since the role involves preparing client reports, it’s crucial to demonstrate your report writing abilities. Bring examples of previous reports or analyses you've completed, and be ready to explain your thought process behind them.
✨Emphasise Team Collaboration
Heritage Financial Planning Ltd is a family-run business that thrives on teamwork. Be prepared to share experiences where you’ve successfully collaborated with others, highlighting how you contribute to a high-performing team environment.
✨Attention to Detail is Key
In financial planning, details matter! During the interview, showcase your ability to analyse complex financial data accurately. You might even want to mention any tools or software you’ve used to ensure compliance and maintain high standards.
