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- 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.
This is a full-time, on-site Paraplanner role based in the Chester and Wrexham Area. The role involves assisting 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 Wrexham 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 Wrexham
✨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 explaining complex financial data in simple terms.
✨Tip Number 3
Don’t forget to showcase your communication skills! During interviews, be ready to discuss how you’ve effectively collaborated with teams in the past. We love seeing candidates who can work well in a small, high-performing team.
✨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 legacy of client service.
We think you need these skills to ace Paraplanner in Wrexham
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 break down your qualifications and experiences!
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 knowledge and investment strategies. Be ready to discuss specific products and how they can benefit clients. This shows that you’re not just familiar with the basics but can also dive deep into complex financial data.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in previous roles. Whether it’s analysing financial plans or conducting research, having concrete examples will demonstrate your competence and attention to detail, which are crucial for a Paraplanner.
✨Practice Your Report Writing
Since report writing is a key part of the role, practice summarising complex information clearly and concisely. Bring along a sample report if possible, as this can serve as a great talking point and showcase your communication skills.
✨Emphasise Team Collaboration
Heritage Financial Planning values a collaborative approach, so be prepared to discuss how you’ve worked effectively within a team. Share experiences where you contributed to high-quality client service and how you can bring that same spirit to their team.
