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- Tasks: Prepare suitability reports and conduct detailed research for clients.
- Company: Leading wealth management firm in the East Midlands.
- Benefits: Competitive salary up to £38,000 and additional perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Strong analytical skills and effective client interaction abilities.
- Other info: Full-time permanent position with opportunities for growth.
The predicted salary is between 22800 - 42000 £ per year.
A leading wealth management firm is seeking a Paraplanner to join their team in the East Midlands. This full-time permanent position involves preparing suitability reports, ensuring compliance in client documentation, and conducting detailed research.
The ideal candidate will showcase strong analytical skills, the ability to interact with clients effectively, and maintain high-quality recommendations.
This role offers a competitive salary of up to £38,000 based on experience, alongside additional benefits.
Wealth Paraplanner – Retirement, Investments & Trust Planning employer: North Oak Recruitment Ltd
Contact Detail:
North Oak Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner – Retirement, Investments & Trust Planning
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management sector, especially those who work as Paraplanners. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills and client interaction techniques. Practice common interview questions related to suitability reports and compliance to show you're ready to hit the ground running.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored job listings that match your skills in retirement, investments, and trust planning.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Wealth Paraplanner – Retirement, Investments & Trust Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Paraplanner role. Highlight your experience in preparing suitability reports and compliance, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Showcase Your Analytical Skills: Since strong analytical skills are a must for this position, don’t shy away from including specific examples of how you've used these skills in past roles. We love seeing concrete evidence of your abilities!
Client Interaction Matters: This role involves interacting with clients, so make sure to mention any relevant experience you have in client-facing roles. We appreciate candidates who can communicate effectively and build relationships!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at North Oak Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of retirement, investments, and trust planning. Familiarise yourself with the latest trends and regulations in wealth management so you can speak confidently about them during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've used your analytical skills to solve problems or make recommendations. Think of situations where your research led to successful outcomes, as this will demonstrate your capability to handle the responsibilities of the role.
✨Client Interaction is Key
Since the role involves interacting with clients, be ready to share experiences where you've effectively communicated complex information. Practice explaining financial concepts in simple terms, as this will show your ability to connect with clients and provide high-quality recommendations.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the firm and the role. You might want to ask about their approach to compliance or how they support their paraplanners in professional development.
