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- Tasks: Join our team as a paraplanner, supporting financial advisers and preparing reports.
- Company: We're a national IFA firm dedicated to providing top-notch financial services across the UK.
- Benefits: Enjoy hybrid working, competitive salary up to £40,000, and ongoing training opportunities.
- Why this job: Be part of a passionate team focused on client service and your professional growth.
- Qualifications: Experience in paraplanning is essential; CII Level 4 Diploma is preferred but not mandatory.
- Other info: This role offers a clear path to becoming a financial planner with internal support.
The predicted salary is between 32000 - 40000 £ per year.
Job Description
Our client, a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Uckfield office (hybrid working possible).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
This firm will support you with both technical qualifications and skills in the role via their internal training programme and longer term the potential to progress towards being a financial planner.
The firm is passionate about the service they provide to their clients and they are seeking individuals who share these same values.
You must have paraplanning experience and ideally be CII Level 4 Diploma qualified or near to achieving this and keen to study further qualifications.
Basic salary up to £38,000 and benefits
Paraplanner - Uckfield - Basic salary to £40,000 employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Uckfield - Basic salary to £40,000
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to adhering to the firm's policies.
✨Tip Number 2
Network with current paraplanners or financial advisers in the industry. Engaging with professionals can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Prepare to discuss specific examples of your past paraplanning experience. Highlighting your ability to prepare suitability reports and conduct technical research will showcase your expertise and fit for the role.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Mention any additional qualifications you are pursuing or plan to pursue, as this aligns with the firm's support for further training.
We think you need these skills to ace Paraplanner - Uckfield - Basic salary to £40,000
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a paraplanner. Highlight your experience in preparing suitability reports and conducting technical research, as these are key aspects of the job.
Tailor Your CV: Make sure your CV reflects your paraplanning experience and any relevant qualifications, such as the CII Level 4 Diploma. Use specific examples to demonstrate your skills in compliance and client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your alignment with the firm's values. Mention your commitment to further qualifications and how you can contribute to their client service ethos.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial services industry.
How to prepare for a job interview at MI Search Ltd
✨Showcase Your Paraplanning Experience
Make sure to highlight your previous paraplanning roles and the specific tasks you undertook. Discuss any experience you have with preparing suitability reports and conducting technical research, as this will demonstrate your capability to meet the firm's needs.
✨Emphasise Your Commitment to Compliance
Since compliance is a key aspect of the role, be prepared to discuss how you ensure adherence to policies and procedures in your previous positions. Sharing examples of how you've navigated compliance challenges can set you apart from other candidates.
✨Express Your Passion for Client Service
The firm values excellent client service, so convey your dedication to providing high-quality support to clients. Share anecdotes that illustrate your commitment to understanding client needs and delivering tailored financial solutions.
✨Discuss Your Professional Development Goals
Mention your aspirations to further your qualifications, especially if you're working towards the CII Level 4 Diploma or other relevant certifications. This shows your eagerness to grow within the industry and align with the firm's commitment to training and development.
