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For Companies At a Glance
- Tasks: Support financial advisers by providing research, analysis, and preparing suitability reports.
- Company: Join a national IFA firm with a strong reputation and offices across the UK.
- Benefits: Enjoy a competitive salary, flexible benefits, pension, and support for further qualifications.
- Why this job: Gain valuable experience in financial planning while working in a supportive and growth-oriented environment.
- Qualifications: Must have paraplanning experience and be CII Level 4 Diploma qualified.
- Other info: Hybrid working model with mentorship and career progression opportunities.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Wilmslow office (hybrid working 1-2 days in the office).
Working as a paraplanner you will work closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for providing research, analysis (including cashflow modelling analysis), technical support to advisers, and preparing suitability reports.
This firm will support you with both technical qualifications (pay for exams and study material and salary increases for each AF passed). They have a thorough induction process and after joining you will have a mentor to ensure you get up and running effectively. Longer term career progression possible in a variety of roles within the firm.
You must have paraplanning experience, be CII Level 4 Diploma qualified and ideally be studying or be keen to study further qualifications.
Basic salary up to £45,000, flex benefits and pension.
Paraplanner - Wilmslow - Basic salary to £45,000, flex benefits and pension employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wilmslow - Basic salary to £45,000, flex benefits and pension
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to connect with others and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in paraplanning, such as cashflow modelling software. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 3
Research the company culture and values of the firm you're applying to. Tailor your conversations during interviews to reflect how your personal values align with theirs, showing that you would be a great fit for their team.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview about the firm's approach to client relationships and professional development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
We think you need these skills to ace Paraplanner - Wilmslow - Basic salary to £45,000, flex benefits and pension
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, especially the CII Level 4 Diploma. Use specific examples of your work with HNW clients and any technical support you've provided to advisers.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of holistic financial planning and how your skills align with the responsibilities outlined in the job description.
Showcase Your Technical Skills: Emphasise your experience with cashflow modelling analysis and preparing suitability reports. Provide examples of how you have successfully used these skills in previous roles to support advisers.
Highlight Your Commitment to Professional Development: Mention your willingness to pursue further qualifications and how the company's support for exams and study materials aligns with your career goals. This shows your dedication to growth within the industry.
How to prepare for a job interview at MI Search Ltd
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous paraplanning roles in detail. Highlight specific projects or tasks where you provided research and analysis, as well as how you supported advisers in delivering financial solutions.
✨Demonstrate Technical Knowledge
Since the role requires a strong understanding of financial planning, brush up on key concepts related to cashflow modelling and suitability reports. Be ready to answer technical questions that may arise during the interview.
✨Express Your Commitment to Continuous Learning
Mention your CII Level 4 Diploma and any further qualifications you are pursuing or plan to pursue. This shows your dedication to professional development and aligns with the firm's support for ongoing education.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the mentoring process, and potential career progression. This demonstrates your genuine interest in the role and helps you assess if the company is the right fit for you.
