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- Tasks: Support financial advisers by preparing client portfolio analyses and recommendation reports.
- Company: Chartered Independent Financial Advisory firm in Chester with a strong reputation.
- Benefits: Gain valuable experience in finance, with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 Diploma qualified or working towards it, with experience in an IFA firm.
- Other info: Ideal for detail-oriented individuals looking to excel in the financial sector.
The predicted salary is between 30000 - 42000 £ per year.
A Chartered Independent Financial Advisory firm in Chester is urgently looking for a Paraplanner. The ideal candidate will be experienced within an IFA firm and Level 4 Diploma qualified or working towards it.
Responsibilities include:
- Preparing analysis of client portfolios
- Providing technical support to advisers
- Preparing recommendation reports
Strong organizational skills, attention to detail, and proficiency with financial tools are essential for this role, aimed at supporting a team of qualified advisers.
Paraplanner: Technical Support for Financial Advisers in Chester employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Technical Support for Financial Advisers in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Brush up on your technical skills! Make sure you're comfortable with the financial tools and software commonly used in the industry. This will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare for those interviews! Research common questions for Paraplanner roles and practice your answers. Highlight your experience in preparing analysis and recommendation reports, as well as your organisational skills.
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s land that job together!
We think you need these skills to ace Paraplanner: Technical Support for Financial Advisers in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in an IFA firm and any relevant qualifications, like the Level 4 Diploma. We want to see how your skills match up with what we're looking for!
Showcase Your Skills: In your application, emphasise your organisational skills and attention to detail. These are key for a Paraplanner role, so let us know how you've demonstrated these in your previous positions.
Be Clear and Concise: When writing your cover letter, keep it straightforward. We appreciate clarity, so get straight to the point about why you're the right fit for our team and how you can support our advisers.
Apply Through Our Website: We encourage you to apply directly through our website. 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 Lime Professional Services
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and services. Be ready to discuss your experience with client portfolios and how you've provided technical support in the past. This will show that you’re not just qualified, but also genuinely interested in the role.
✨Showcase Your Organisational Skills
Since strong organisational skills are a must for this position, prepare examples of how you've managed multiple tasks or projects simultaneously. Think about times when your attention to detail made a difference in your work, and be ready to share those stories.
✨Familiarise Yourself with Financial Tools
Proficiency with financial tools is essential, so make sure you know which ones are commonly used in the industry. If you have experience with specific software, be prepared to discuss how you’ve used it to enhance your work and support advisers effectively.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so come armed with questions that show your interest in the firm and the role. Ask about their approach to client portfolio analysis or how they support their paraplanners. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
