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- Tasks: Create compliant financial reports and engage directly with clients.
- Company: Nationwide Independent Financial Advisory firm in Harrogate.
- Benefits: Competitive salary, benefits, and career advancement opportunities.
- Why this job: Join a dynamic team and make a real impact in wealth advisory.
- Qualifications: FPC or Level 4 Diploma and 2-3+ years of Paraplanning experience.
- Other info: Work in a supportive environment with growth potential.
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. This position offers a competitive salary and benefits with opportunities for career advancement.
Responsibilities
- Create compliant financial reports
- Engage directly with clients
- Maintain compliance processes
Qualifications
- FPC or Level 4 Diploma
- 2-3+ years of Paraplanning experience
- Familiarity with industry standard tools
Paraplanner — Growth & 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 — Growth & Impact in Wealth Advisory in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We can help you with mock interviews to boost your confidence and ensure you nail those tricky questions.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best financial reports and compliance processes. This will give you an edge and demonstrate your expertise to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to stay updated on new roles.
We think you need these skills to ace Paraplanner — Growth & Impact in Wealth Advisory in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your skills in creating compliant financial reports and engaging with clients. We want to see how your background aligns with the role, so don’t hold back!
Showcase Your Qualifications: Don’t forget to mention your FPC or Level 4 Diploma! We’re looking for someone with the right qualifications, so make them stand out in your application. It’s all about showing us you’ve got what it takes.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, especially when it comes to compliance processes. Make it easy for us to see why you’re the perfect fit!
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’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific compliance processes relevant to the role. Familiarise yourself with industry-standard tools, as being able to discuss them confidently will show that you're prepared and knowledgeable.
✨Client Engagement Skills
Since you'll be engaging directly with clients, think about how you can demonstrate your communication skills during the interview. Prepare examples of how you've successfully interacted with clients in the past, focusing on building relationships and understanding their needs.
✨Showcase Your Experience
With 2-3+ years of Paraplanning experience, be ready to discuss specific projects or reports you've worked on. Highlight any challenges you faced and how you overcame them, as this will illustrate your problem-solving abilities and adaptability.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm’s approach to wealth advisory and compliance processes. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
