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For Companies At a Glance
- Tasks: Support clients with financial planning and attend meetings to provide expert advice.
- Company: Established financial planning firm in Staffordshire with a strong reputation.
- Benefits: Competitive salary, hybrid work model, and clear career progression.
- Why this job: Join a dynamic team and pave your way to becoming a Financial Planner.
- Qualifications: Must be Level 4 qualified with strong knowledge in pensions and investments.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 45000 - 60000 £ per year.
A well-established financial planning firm in Staffordshire is seeking an experienced Paraplanner to join their team. This hybrid role offers a salary between £45,000 and £60,000 based on experience and qualifications.
Candidates must be Level 4 qualified and should have strong technical knowledge in pensions and investments.
Key responsibilities include:
- Providing paraplanning support
- Attending client meetings
- Maintaining high standards of client service
This position also offers clear progression towards a Financial Planner role.
Paraplanner (Client-Facing) – Path to Financial Planner (Hybrid) employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Client-Facing) – Path to Financial Planner (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those client meetings! Since this role is client-facing, practice your communication skills. Role-play with a friend or family member to get comfortable discussing pensions and investments. The more confident you are, the better you'll impress potential employers.
✨Tip Number 3
Showcase your tech-savviness! Familiarise yourself with the latest financial planning software and tools. Highlighting your technical knowledge during interviews can set you apart from other candidates. We all know how important it is to stay ahead in this digital age!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Paraplanner role. Plus, applying directly shows your enthusiasm and commitment. Don’t miss out on the chance to join a fantastic team and progress towards becoming a Financial Planner!
We think you need these skills to ace Paraplanner (Client-Facing) – Path to Financial Planner (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualifications and any relevant experience in pensions and investments. We want to see how your skills match 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 passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Client-Facing Skills: Since this is a client-facing role, make sure to highlight any experience you have in client meetings or providing excellent customer service. We love candidates who can build strong relationships with clients!
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 mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Being Level 4 qualified is a must, so be ready to discuss your qualifications and how they apply to the role.
✨Client-Centric Mindset
Since this is a client-facing role, think about how you can demonstrate your commitment to high standards of client service. Prepare examples from your past experiences where you’ve gone above and beyond for clients.
✨Show Your Progression Path
This position offers a clear path to becoming a Financial Planner, so be prepared to talk about your career goals. Share how this role fits into your long-term plans and what steps you’re willing to take to grow within the company.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to financial planning and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
