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- Tasks: Assist in delivering top-notch financial advice and support client interactions.
- Company: Dynamic financial advisory firm based in Cardiff.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Why this job: Join a team that values your expertise and helps clients achieve their financial goals.
- Qualifications: Degree in Accountancy or Finance and strong IT skills required.
- Other info: Ideal for those looking to advance in a regulated financial environment.
The predicted salary is between 25000 - 40000 £ per year.
A financial advisory firm in Cardiff is seeking Paraplanners and Senior Paraplanners to assist in delivering high-quality financial advice. Candidates should have a degree in Accountancy or Finance, strong IT skills, and a client-focused approach.
Responsibilities include:
- Assisting with financial planning
- Producing reports
- Supporting client interactions
Senior roles require experience in a regulated advice firm and the ability to handle complex cases. The firm offers competitive salaries ranging from £25,000 to £40,000 per annum depending on experience.
Senior Paraplanner: Technical Financial Planning Expert in Cardiff employer: Niche Private Clients
Contact Detail:
Niche Private Clients Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner: Technical Financial Planning Expert in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work in advisory firms. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your technical expertise in financial planning. Bring examples of reports you've produced or complex cases you've handled.
✨Tip Number 3
Tailor your approach! Each firm has its own vibe and values. Do a bit of research on the company culture and align your conversations to show how you fit in. This will make you stand out as a candidate who truly gets them.
✨Tip Number 4
Apply through our website! We’ve got a dedicated section for job seekers like you. It’s super easy to navigate, and applying directly shows your enthusiasm for joining our team. Plus, we love seeing familiar names pop up!
We think you need these skills to ace Senior Paraplanner: Technical Financial Planning Expert in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your degree in Accountancy or Finance. We want to see how your skills match what we're looking for!
Showcase Your IT Skills: Since strong IT skills are a must, don’t forget to mention any software or tools you’re proficient in. Whether it’s financial planning software or general IT skills, let us know how you can bring that tech-savvy edge to our team.
Client-Focused Approach: We’re all about delivering high-quality financial advice, so make sure to highlight your client-focused approach in your application. Share examples of how you've successfully interacted with clients and supported their needs in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Niche Private Clients
✨Know Your Financial Stuff
Make sure you brush up on your technical financial knowledge. Be prepared to discuss complex cases and demonstrate your understanding of financial planning principles. This will show the firm that you’re not just a number cruncher but a true expert in the field.
✨Showcase Your IT Skills
Since strong IT skills are a must, be ready to talk about the software and tools you’ve used in previous roles. If you have experience with specific financial planning software, mention it! This will highlight your ability to adapt and thrive in a tech-driven environment.
✨Client-Focused Mindset
The firm is looking for someone with a client-focused approach, so think of examples where you’ve gone above and beyond for clients. Share stories that illustrate your ability to build relationships and provide exceptional service, as this will resonate well with the interviewers.
✨Prepare Questions
Don’t forget to prepare thoughtful questions for your interviewers. Ask about their approach to financial planning or how they support their paraplanners in handling complex cases. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
