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- Tasks: Provide technical support and client-focused solutions as a Paraplanner.
- Company: Join a leading Independent Financial Adviser firm in Liverpool.
- Benefits: Enjoy a competitive salary, hybrid working model, and professional development opportunities.
- Why this job: Grow your career with a supportive team and make a real difference for clients.
- Qualifications: Must have proven Paraplanning experience and a Diploma in Financial Planning.
- Other info: Dynamic work environment with a focus on compliance and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
A leading Independent Financial Adviser firm in Liverpool is seeking an experienced Diploma-qualified Paraplanner to provide technical support and client-focused solutions. The role requires proven Paraplanning experience and a solid understanding of compliance requirements. The company offers a competitive salary package and a hybrid working model with a supportive culture and opportunities for professional development.
Hybrid Paraplanner (Dip. FP) – Grow with a Leading IFA Team in London employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner (Dip. FP) – Grow with a Leading IFA Team in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work with IFAs. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance requirements. We recommend practising common interview questions related to Paraplanning so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Hybrid Paraplanner role. We’ve got all the resources you need to make your application stand out, so don’t miss out!
We think you need these skills to ace Hybrid Paraplanner (Dip. FP) – Grow with a Leading IFA Team in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your Diploma in Financial Planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our team and how you can contribute to our client-focused solutions. Keep it professional but let your personality come through.
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of compliance requirements in your application. We appreciate candidates who are well-versed in the regulations that govern our industry.
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 from our team!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your Paraplanning knowledge, especially around compliance requirements. Be ready to discuss specific cases where you've provided technical support and client-focused solutions.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your proven Paraplanning experience. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Understand the Company Culture
Research the Independent Financial Adviser firm and their approach to client service. Be prepared to discuss how your values align with their supportive culture and how you can contribute to their team.
✨Ask Thoughtful Questions
Prepare insightful questions about the role and the company’s future plans. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
