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- Tasks: Support advisers and create detailed suitability reports for high net worth clients.
- Company: Reputable financial services firm in Harrogate with a successful team.
- Benefits: Competitive salary, 30 days holiday, 9% pension plan, and additional perks.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: Diploma in Financial Planning and 1-3 years of Paraplanning experience.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A reputable financial services firm in Harrogate is looking for a Paraplanner to provide technical support to advisers and produce suitability reports. The ideal candidate will have a Diploma in Financial Planning and 1-3 years of experience in a Paraplanning role. This position offers a competitive salary, 30 days of holiday, a 9% pension plan, and other benefits while working as part of a successful team.
Paraplanner – High Net Worth Reporting & Research 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 – High Net Worth Reporting & Research in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities in Harrogate. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and suitability report writing skills. We all know that confidence is key, so practice common interview questions and scenarios you might face as a Paraplanner.
✨Tip Number 3
Showcase your experience! When you get the chance to meet potential employers, highlight your previous work in Paraplanning and how it aligns with their needs. Use specific examples to demonstrate your expertise and problem-solving abilities.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner – High Net Worth Reporting & Research in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Paraplanning and any relevant qualifications, like your Diploma in Financial Planning. We want to see how your skills match up with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Paraplanner role and how you can contribute to our team. Keep it professional but let your personality show through.
Showcase Your Technical Skills: Since this role involves producing suitability reports, make sure to mention any specific software or tools you’re familiar with. We love seeing candidates who are tech-savvy and ready to hit the ground running!
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 us during the process!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around suitability reports. Familiarise yourself with the latest regulations and best practices in the industry, as this will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare to discuss specific examples from your 1-3 years of experience in a Paraplanning role. Think about challenges you've faced, how you overcame them, and the impact of your work on advisers and clients. This will help demonstrate your practical skills and problem-solving abilities.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to high net worth clients and how they support their advisers. This shows that you're engaged and serious about finding the right fit for both you and the company.
✨Be Team-Oriented
Since you'll be working as part of a successful team, highlight your collaborative skills. Share examples of how you've worked effectively with others in the past, and express your enthusiasm for contributing to a team environment. This will resonate well with the interviewers.
