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For Companies At a Glance
- Tasks: Support Advisers by creating detailed reports and conducting financial analysis.
- Company: A respected wealth management firm known for its client-focused approach.
- Benefits: Competitive salary up to £48,000 and a clear career progression pathway.
- Why this job: Join a dynamic team and help clients achieve their financial dreams.
- Qualifications: Part-qualified in financial planning with a passion for professional growth.
- Other info: Collaborative environment with strong support for your development.
The predicted salary is between 43200 - 48000 £ per year.
Are you an experienced Paraplanner ready to take the next step in your financial planning career? This exciting opportunity in Worthing offers a dynamic role within a client-focused firm, supporting high-calibre Advisers and helping clients achieve their financial goals.
With a clear progression pathway and a salary of up to £48,000, this role is ideal for someone who is part-qualified (working towards Diploma via CII, LIBF or equivalent) and keen to continue their professional development in a supportive, values-led environment.
Company Overview
This highly respected and process-driven wealth management firm is renowned for its strong client relationships, collaborative team ethos, and high technical standards. Working closely with Advisers and the wider support team, the Paraplanner plays a pivotal role in ensuring seamless client journeys and technically sound advice delivery.
Responsibilities
- Collaborate with Advisers to produce high-quality suitability reports, review documents, and technical research.
- Conduct cashflow modelling, investment analysis, and product research using tools like Intelligent Office.
Paraplanner in Worthing employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Worthing
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. We want to show them that you’re not just another candidate, but the perfect fit for their team.
✨Tip Number 3
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. We need to ensure you’re confident and ready to showcase your expertise in financial planning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed by the hiring team. We’ve got your back, so let’s make sure your application stands out from the crowd!
We think you need these skills to ace Paraplanner in Worthing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and skills that align with the job description, especially your work towards the Diploma via CII or LIBF. We want to see how you can contribute to our client-focused approach!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your values align with ours. Share specific examples of your past experiences that demonstrate your ability to support Advisers and clients effectively.
Showcase Your Technical Skills: Since this role involves technical research and cashflow modelling, make sure to mention any tools or software you’re familiar with, like Intelligent Office. We love seeing candidates who are tech-savvy and ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our forward-thinking team!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Familiarise yourself with suitability reports, cashflow modelling, and investment analysis. Being able to discuss these topics confidently will show that you're ready to support Advisers effectively.
✨Showcase Your Collaborative Spirit
This role is all about teamwork, so be prepared to talk about your experiences working with others. Share examples of how you've collaborated with colleagues in the past to achieve client goals. Highlighting your ability to work within a team will resonate well with the firm's values.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to wealth management and their client relationships. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.
✨Demonstrate Your Commitment to Growth
Since this position is ideal for someone part-qualified, express your enthusiasm for continuing your professional development. Talk about your plans for obtaining your Diploma and how you see yourself growing within the firm. This will highlight your ambition and dedication.
