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- Tasks: Support Financial Planners by creating compliant reports and conducting client research.
- Company: Dynamic financial services company based in Newcastle-under-Lyme.
- Benefits: Enjoy 25 days holiday, an Electric Car Scheme, and Life Assurance.
- Why this job: Join a team where your skills directly impact clients' financial futures.
- Qualifications: Experience in financial advice and strong communication skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
A financial services company in Newcastle-under-Lyme is seeking a motivated Paraplanner to provide essential support to Financial Planners. The ideal candidate will have experience in financial advice and excellent communication skills, focusing on producing compliant Financial Planning Reports and conducting detailed client research.
Benefits include:
- 25 days holiday
- An Electric Car Scheme
- Life Assurance
Paraplanner — Financial Planning Reports & Research employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner — Financial Planning Reports & Research
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning reports and compliance. We recommend practising common interview questions and having examples ready that showcase your communication skills and experience in financial advice.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position! We make it easy for you to showcase your skills and experience directly to the hiring team.
We think you need these skills to ace Paraplanner — Financial Planning Reports & Research
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advice and any relevant skills. We want to see how you can support our Financial Planners, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Paraplanner role. We love seeing enthusiasm and a clear understanding of what we do at StudySmarter.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Whether it's through clear language or structured formatting, let us see your ability to convey information effectively.
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 Perspective Financial Group Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around compliance and report writing. Familiarise yourself with the latest regulations and best practices in financial planning to show that you're not just a candidate, but a knowledgeable asset.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, prepare examples of how you've effectively communicated complex financial concepts in the past. Think about times when you’ve had to explain things to clients or colleagues who might not have a financial background.
✨Research the Company
Dive into the company’s values, mission, and recent news. Understanding their approach to financial planning will help you tailor your answers and demonstrate that 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 shows your enthusiasm for the role and helps you gauge if the company is the right fit for you. Consider asking about their approach to client research or how they support their Paraplanners in professional development.
