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For Companies At a Glance
- Tasks: Assist clients and prepare financial recommendations while learning from experienced advisers.
- Company: Reputable financial advisory firm with a supportive team culture.
- Benefits: Starting salary of £50,000, non-contributory pension, and 5 weeks paid holiday.
- Why this job: Kickstart your career in finance with growth opportunities and hands-on experience.
- Qualifications: Level 4 diploma and strong communication skills required.
- Other info: Hybrid role offering a dynamic work environment.
The predicted salary is between 30000 - 70000 £ per year.
A reputable financial advisory firm in Burford is looking for an experienced Paraplanner aiming to become a Financial Adviser. The role involves client meetings, record maintaining, and preparing recommendations.
The ideal candidate will possess a Level 4 diploma and have strong communication skills.
A starting salary of £50,000 is offered with additional benefits such as a non-contributory pension and 5 weeks paid holiday. This is an opportunity for growth in a supportive team environment.
Paraplanner in Training to Financial Adviser – Hybrid in Burford employer: Philip James Independent Financial Advice
Contact Detail:
Philip James Independent Financial Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Training to Financial Adviser – Hybrid in Burford
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial advisory field, attend industry events, and connect on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Prepare for those interviews! Research the company, understand their values, and think about how your skills as a Paraplanner can shine through. We recommend practising common interview questions with a friend to boost your confidence.
✨Tip Number 3
Showcase your communication skills! During client meetings or interviews, make sure you articulate your thoughts clearly and confidently. We know that strong communication is key in this field, so let it reflect in your interactions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to grow in a supportive environment like ours.
We think you need these skills to ace Paraplanner in Training to Financial Adviser – Hybrid in Burford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any relevant qualifications. We want to see how your skills align with the role of a Financial Adviser, so don’t hold back on showcasing your Level 4 diploma!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about becoming a Financial Adviser and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application reflects that. Whether it’s through clear language in your CV or a well-structured cover letter, we want to see how you convey your ideas effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Philip James Independent Financial Advice
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and the transition to a Financial Adviser. Familiarise yourself with common client scenarios and how you would handle them, as this will show your potential employer that you're ready for the role.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family, focusing on explaining complex financial concepts in simple terms. This will help you demonstrate your ability to connect with clients.
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. This could be about the firm's approach to client meetings or how they support their team members in their growth. It shows you're genuinely interested in the role and the company, which can set you apart from other candidates.
✨Dress the Part
Even though it's a hybrid role, make sure you dress professionally for the interview. First impressions matter, and looking polished can boost your confidence. Aim for smart business attire that reflects the professionalism of the financial advisory sector.
