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- Tasks: Support financial planners by preparing reports and analysing client portfolios.
- Company: Established financial planning firm with a strong local presence.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a dynamic team and work with high-net-worth clients to make a real difference.
- Qualifications: Strong analytical skills and a passion for finance are essential.
- Other info: Exciting career progression in a supportive environment.
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 / DBS Pension 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 / DBS Pension in Bradford-on-Avon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with HNW and UHNW clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies showcasing your experience with complex financial cases. This will help you stand out when you’re chatting with potential employers.
✨Tip Number 3
Don’t just apply – engage! When you find a role you fancy, reach out to the hiring manager on LinkedIn. A quick message expressing your interest can make a big difference.
✨Tip Number 4
Keep it local! Check out our website for openings in your area. We’re all about connecting talent with great firms, so don’t miss out on applying through us!
We think you need these skills to ace Paraplanner / DBS Pension 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 qualifications or skills that make you a great fit for 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 aligns with our firm's values and goals.
Showcase Your Technical Skills: As a Paraplanner, technical skills are key. Be sure to mention any specific software or tools you’re proficient in, as well as your understanding of pension schemes and financial regulations.
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!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Paraplanner, you'll be dealing with high-net-worth clients, so brush up on your financial knowledge. Be prepared to discuss specific cases or scenarios where you've successfully managed complex financial situations. This shows you understand the stakes involved.
✨Showcase Your Technical Skills
Make sure to highlight your technical skills during the interview. Bring examples of reports or analyses you've created in the past. This will demonstrate your ability to provide valuable insights and support to the financial planners.
✨Understand the Firm's Values
Research the firm’s ethos and values before the interview. Being able to articulate how your personal values align with theirs can set you apart. It shows that you're not just looking for any job, but that you genuinely want to be part of their team.
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful ones that show your interest in the role and the company. For example, ask about their approach to client relationships or how they support their Paraplanners' professional development.
