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- Tasks: Create compliant financial reports and engage directly with clients.
- Company: Nationwide Independent Financial Advisory firm with a focus on client impact.
- Benefits: Competitive salary and opportunities for career advancement.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 2-3 years of Paraplanning experience and FPC or Level 4 Diploma required.
- Other info: A supportive environment that values compliance and client engagement.
The predicted salary is between 30000 - 42000 £ per year.
A Nationwide Independent Financial Advisory firm is seeking an experienced Paraplanner in Harrogate, UK. In this role, you will create compliant financial reports, engage directly with clients, and maintain compliance processes.
The position offers a competitive salary and opportunities for career advancement.
- A minimum of 2-3 years of Paraplanning experience is required.
- FPC or Level 4 Diploma is required.
The firm values compliance and client engagement.
Paraplanner for Growth & Client Impact in Wealth Advisory in Harrogate employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner for Growth & Client Impact in Wealth Advisory in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about openings for Paraplanners. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on compliance processes and client engagement strategies. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your experience! When you get the chance to meet potential employers, bring along examples of your previous work, like compliant financial reports you've created. This will demonstrate your skills and make you stand out.
✨Tip Number 4
Don't forget to apply through our website! We have loads of resources to help you land that Paraplanner role, and applying directly can give you an edge over other candidates. Let's get you that job!
We think you need these skills to ace Paraplanner for Growth & Client Impact in Wealth Advisory in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and any relevant qualifications like the FPC or Level 4 Diploma. We want to see how your skills align with our needs, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advisory and how you can contribute to our team. Keep it engaging and personal – we love getting to know the real you.
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any specific experiences or training you have in maintaining compliance processes. We appreciate candidates who understand the importance of this aspect in client engagement.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Lime Professional Services
✨Know Your Compliance Inside Out
Since compliance is a big deal for this role, make sure you brush up on the latest regulations and standards in financial advisory. Be ready to discuss how you've maintained compliance in your previous roles and any specific processes you've implemented.
✨Showcase Your Client Engagement Skills
This position involves direct client interaction, so think of examples where you've successfully engaged with clients. Prepare to share stories that highlight your communication skills and how you've built strong relationships in the past.
✨Prepare Financial Reports Examples
You'll be creating financial reports, so it’s a good idea to bring along examples of your previous work. Discuss the tools you used and how you ensured accuracy and compliance in your reports. This will show your practical experience and attention to detail.
✨Highlight Your Career Aspirations
The firm offers opportunities for career advancement, so be prepared to talk about your future goals. Share how this role fits into your career path and what you hope to achieve in the long run. This shows you're not just looking for a job, but a place to grow.
