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- Tasks: Assist financial advisors with client reports, research, and financial plan analysis.
- Company: Family-run financial advisory firm focused on client relationships.
- Benefits: Competitive salary, supportive team environment, and career development opportunities.
- Why this job: Join a dedicated team and make a real difference in clients' financial futures.
- Qualifications: Strong financial planning experience and effective communication skills required.
- Other info: On-site role in Chester and Wrexham area with a commitment to ethical standards.
The predicted salary is between 30000 - 42000 £ per year.
A family-run financial advisory firm in the UK is seeking a full-time Paraplanner to assist financial advisors with client reports, research, and the analysis of financial plans. This on-site role, based in the Chester and Wrexham area, emphasizes strong financial planning experience, analytical skills, and effective communication.
The ideal candidate will have certification progress in financial planning and a commitment to ethical standards. The firm values long-lasting client relationships and provides high-quality service.
Paraplanner - Wealth Planning & Research (On-site) 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 - Wealth Planning & Research (On-site) in Wrexham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your financial planning knowledge and current market trends. We want you to showcase your analytical skills and how they can benefit the firm’s clients.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team and contributing to those long-lasting client relationships.
We think you need these skills to ace Paraplanner - Wealth Planning & Research (On-site) in Wrexham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial planning experience and analytical skills. We want to see how your background aligns with the role of a Paraplanner, so don’t be shy about showcasing relevant achievements!
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 family-run firm. Remember, we value long-lasting client relationships, so share any experiences that demonstrate your commitment to quality service.
Showcase Your Communication Skills: As a Paraplanner, effective communication is key. In your application, highlight instances where you’ve successfully communicated complex information, whether in reports or client interactions. We want to see that you can convey ideas clearly and effectively!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
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 before the interview. Be ready to discuss specific financial products, strategies, and regulations that are relevant to the role. This shows that you're not just a candidate but someone who genuinely understands the industry.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities by discussing past experiences where you've successfully analysed financial plans or conducted research. Use specific examples to illustrate how your skills can benefit the firm and its clients.
✨Communicate Clearly and Effectively
Since effective communication is key in this role, practice explaining complex financial concepts in simple terms. You might be asked to present a financial plan or report during the interview, so being clear and concise will set you apart from other candidates.
✨Emphasise Ethical Standards
The firm values ethical standards, so be prepared to discuss how you prioritise ethics in your work. Share examples of how you've navigated ethical dilemmas in the past and how you ensure compliance with regulations while maintaining client trust.
