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For Companies At a Glance
- Tasks: Join our team as a Paraplanner, managing reports and client portfolios.
- Company: We're a thriving accountancy firm in Weybridge with over 200 employees.
- Benefits: Enjoy hybrid working with 2 days from home and a competitive salary.
- Why this job: Be part of a growing team, enhancing your skills in a supportive environment.
- Qualifications: Level 4 qualification and experience in research and reporting required.
- Other info: Exciting opportunity for those passionate about financial planning!
The predicted salary is between 34000 - 42000 £ per year.
A client of ours is looking to grow within the Paraplanning team. We are looking for a skilled Financial Planning Analyst who has experience with reports and high-level service experience. The company is a medium-sized accountancy firm with over 200 employees, the office is based in Weybridge and this position is hybrid working where you have the option to work from home 2 days a week.
Key Responsibilities:
- Providing workflow updates
- Research and reporting
- Portfolio Management
- Pre-approval processes and regulatory requirements
What We're Looking For:
- Excellent written and verbal communication
- Level 4 Qualification
- Experience with research and reporting
- Advisory experience
If this sounds like it could be worth a conversation, then apply today and we'll aim to be in touch shortly.
Paraplanner in Weybridge employer: Premier Group
Contact Detail:
Premier Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Weybridge
✨Tip Number 1
Make sure to brush up on your knowledge of financial regulations and compliance. Being well-versed in these areas will not only help you during the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of your experience with research and reporting. Highlighting your analytical skills and how you've successfully managed portfolios will set you apart from other candidates.
✨Tip Number 4
Familiarise yourself with the company’s values and culture. Tailoring your conversation to align with their ethos can show that you're a great fit for their team.
We think you need these skills to ace Paraplanner in Weybridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and paraplanning. Emphasise your Level 4 qualification and any relevant advisory experience to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the role. Mention your experience with reports and portfolio management, and express your enthusiasm for the hybrid working model.
Highlight Relevant Skills: In your application, specifically mention your skills in research and reporting. Provide examples of how you've successfully managed workflows or adhered to regulatory requirements in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the paraplanning field.
How to prepare for a job interview at Premier Group
✨Showcase Your Communication Skills
As a Paraplanner, excellent written and verbal communication is crucial. Be prepared to discuss how you've effectively communicated complex financial information in the past, perhaps through reports or client interactions.
✨Demonstrate Your Research Abilities
Highlight your experience with research and reporting during the interview. Bring examples of past projects where your research contributed to successful financial planning outcomes.
✨Understand Regulatory Requirements
Familiarise yourself with the regulatory requirements relevant to the role. Being able to discuss these confidently will show that you are knowledgeable and prepared for the responsibilities of the position.
✨Prepare for Portfolio Management Questions
Expect questions related to portfolio management. Be ready to explain your approach to managing portfolios and any tools or methodologies you have used in previous roles.
