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- Tasks: Support advisers with product research, portfolio analysis, and report writing.
- Company: Dynamic UK financial services firm based in Leicester.
- Benefits: Competitive salary and a fantastic working environment.
- Why this job: Join a team where your expertise makes a real difference in client solutions.
- Qualifications: Experience in paraplanning and strong knowledge of pensions and investments required.
- Other info: Opportunity to grow in a supportive and collaborative atmosphere.
The predicted salary is between 28800 - 43200 £ per year.
A UK-based financial services firm in Leicester is seeking a Paraplanner to provide comprehensive paraplanning support to advisers. The role includes product research, portfolio analysis, and report writing, along with managing complex cases.
Candidates should have:
- Proven experience in paraplanning
- Strong technical knowledge of pensions and investments
- A Level 4 Diploma in Regulated Financial Planning (DipPFS) or be working towards it
This position offers a competitive salary and excellent working environment.
Paraplanner - Client Solutions & Research (Leicester) employer: Nicholas Associates Group Limited
Contact Detail:
Nicholas Associates Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Client Solutions & Research (Leicester)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already working as paraplanners. They can provide insider info on job openings and even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of pensions and investments. We recommend creating a cheat sheet of key concepts and recent trends to impress your interviewers with your expertise.
✨Tip Number 3
Showcase your skills through practical examples. When discussing your experience, highlight specific cases where you managed complex situations or conducted thorough product research. This will demonstrate your capability as a paraplanner.
✨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 with us directly.
We think you need these skills to ace Paraplanner - Client Solutions & Research (Leicester)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and showcases your technical knowledge of pensions and investments. We want to see how your skills align 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 passionate about the role and how your background makes you a perfect fit for our team. Keep it engaging and personal.
Showcase Relevant Experience: When detailing your past roles, focus on specific examples that demonstrate your ability to manage complex cases and conduct product research. We love seeing real-life applications of your skills!
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Nicholas Associates Group Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and investments. Be ready to discuss specific products and strategies you've used in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Experience
Prepare examples from your previous paraplanning roles that highlight your skills in product research, portfolio analysis, and report writing. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Understand the Company
Do some homework on the financial services firm you're interviewing with. Familiarise yourself with their values, services, and any recent news. This will help you tailor your responses and demonstrate your genuine interest in the role.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of the interview. This could be about their approach to managing complex cases or how they support ongoing professional development. It shows you're engaged and thinking about your future with them.
