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- Tasks: Support a senior IFA with paraplanning, client management, and technical analysis.
- Company: Join a well-known regional wealth manager specializing in private client advice.
- Benefits: Enjoy a competitive salary, exam support, and additional benefits.
- Why this job: Work with wealthy clients on complex financial advice in a dynamic environment.
- Qualifications: Must be an experienced and qualified Paraplanner with strong communication skills.
- Other info: Opportunity to grow in a fast-paced financial services sector.
The predicted salary is between 28800 - 35200 £ per year.
IFA Paraplanner £36,000 to £44,000 plus benefits and exam support Paraplanner required by this well-known regional wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with advice conducted on a retained basis. Working with wealthier clients regarding complex advice your duties will include – portfolio analysis research work assisting with the formulation of advice report writing client contact Applicants must be experienced and qualified Paraplanners and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. …
IFA Paraplanner employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Paraplanner
✨Tip Number 1
Make sure to highlight your experience with portfolio analysis and report writing during any networking opportunities. Engaging in conversations with professionals in the financial services sector can help you gain insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends in retirement planning and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to the field when discussing your qualifications with potential employers.
✨Tip Number 3
Consider joining relevant professional groups or forums where you can connect with other paraplanners. Building a network in this niche can provide you with valuable information about job openings and industry standards.
✨Tip Number 4
Prepare for interviews by practicing how to articulate your technical knowledge and communication skills. Being able to clearly explain complex concepts will set you apart from other candidates and show that you can effectively support a senior IFA.
We think you need these skills to ace IFA Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an IFA Paraplanner. Familiarize yourself with portfolio analysis, report writing, and client management to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience as a Paraplanner. Detail specific examples of your work in retirement planning and investments, showcasing your technical knowledge and communication skills.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are a great fit for this role. Mention your qualifications, your ability to work in a dynamic environment, and how you can contribute to the firm's success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial services sector.
How to prepare for a job interview at JohnstonGreer
✨Showcase Your Technical Knowledge
As an IFA Paraplanner, it's crucial to demonstrate your deep technical knowledge during the interview. Be prepared to discuss specific financial products, retirement planning strategies, and investment options. This will show that you are well-versed in the complexities of wealth management.
✨Highlight Your Communication Skills
Excellent communication skills are essential for this role. Practice articulating complex financial concepts in a clear and concise manner. You may be asked to explain how you would communicate advice to clients, so think of examples from your past experiences.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making process. Think about past situations where you had to analyze portfolios or write advice reports, and be ready to explain your thought process and the outcomes.
✨Demonstrate Your Adaptability
The job requires working in a fast-moving and dynamic environment. Be prepared to discuss how you've successfully adapted to changes in previous roles. Share examples that highlight your ability to manage multiple tasks and prioritize effectively under pressure.
