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- Tasks: Prepare personalised suitability reports and letters with precision and thoughtfulness.
- Company: Established wealth management organisation experiencing exciting growth.
- Benefits: Competitive salary up to £38,000 plus additional benefits.
- Why this job: Join a dynamic team and contribute to meaningful financial planning.
- Qualifications: Experience in paraplanning and strong attention to detail required.
- Other info: Opportunity for career advancement in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team.
RESPONSIBILITIES
- Accurately prepare personalised suitability reports and letters which are well thought out and meaningful.
- Work efficiently to meet targets.
Salary to £38,000 dependent on experience + benefits.
Paraplanner in Etwall employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Etwall
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of suitability reports and financial regulations. We want you to feel confident and ready to impress potential employers with your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for tailored opportunities that suit your skills as a paraplanner.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
We think you need these skills to ace Paraplanner in Etwall
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in preparing suitability reports and how you can contribute to our team's growth.
Showcase Your Skills: We want to see your skills in action! Include specific examples of your previous work that demonstrate your ability to work efficiently and meet targets, as this is key for us.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured documents that are easy to read, so avoid fluff and get straight to the important bits.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role without any hiccups.
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and paraplanning processes. Being able to discuss specific reports or suitability letters you've prepared in the past will show that you’re not just familiar with the role, but that you can hit the ground running.
✨Showcase Your Attention to Detail
Since the role involves preparing personalised reports, be ready to demonstrate your attention to detail. Bring examples of your work or discuss how you ensure accuracy in your reports. This will highlight your ability to meet the high standards expected in this position.
✨Understand the Company Culture
Research the wealth management organisation and understand their values and culture. During the interview, relate your answers back to how you align with their mission and how you can contribute to their continued growth. This shows you’re genuinely interested in being part of their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client relationships or how they support their paraplanners in professional development. It shows you’re engaged and thinking about your future with them.
