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- Tasks: Support financial planners by preparing detailed reports and analysis for high-net-worth clients.
- Company: Established financial planning firm with a strong local presence in Bradford-on-Avon.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a dynamic team and work on impactful cases for high-net-worth individuals.
- Qualifications: Experience in financial planning or paraplanning is preferred.
- Other info: Be part of a growing firm with a focus on client success.
The predicted salary is between 36000 - 60000 £ per year.
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey.
As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m.
Paraplanner (Db Pensions) in Bradford-on-Avon employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Db Pensions) in Bradford-on-Avon
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector, especially those who work with HNW and UHNW clients. Attend local events or webinars to make connections that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with pensions and financial planning. This will help you stand out during interviews and demonstrate your value to potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on how your skills align with the needs of a Paraplanner working with high-net-worth clients.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Don’t miss out on the chance to join a growing firm in Bradford-on-Avon!
We think you need these skills to ace Paraplanner (Db Pensions) in Bradford-on-Avon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with HNW and UHNW clients, and any relevant technical skills you have. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Keep it concise but engaging!
Showcase Your Technical Skills: As a Paraplanner, technical skills are key. Be sure to mention any specific software or tools you’re proficient in, especially those related to pensions and financial planning. We love seeing candidates who are tech-savvy!
Apply Through Our Website: We encourage you to apply 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 Premier Jobs UK Limited
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of defined benefit pensions and the specific regulations that apply. Being able to discuss recent changes or trends in the pension landscape will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Technical Skills
Prepare to demonstrate your technical skills during the interview. Bring examples of reports or analyses you've completed in the past, especially those related to high-net-worth clients. This will help illustrate your capability to handle complex cases.
✨Understand the Firm's Client Base
Research the firm’s typical clients and their needs. Since they work with high-net-worth and ultra-high-net-worth individuals, be ready to discuss how you would tailor your approach to meet their unique financial planning requirements.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth journey and how you can contribute as a Paraplanner. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.
