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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, professional development opportunities, and a supportive team environment.
- Why this job: Join a growing firm and work on impactful cases with high-net-worth individuals.
- Qualifications: Experience in financial planning or paraplanning is preferred.
- Other info: Great opportunity for career advancement in a dynamic financial services sector.
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 (Pensions Management) 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 (Pensions Management) 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
Showcase your expertise! Prepare a portfolio or case studies that highlight your experience with pensions management and technical paraplanning. This will help you stand out when you’re chatting with potential employers.
✨Tip Number 3
Practice your interview skills! Mock interviews can be a game changer. Get a mate to throw some tough questions your way, especially about handling HNW cases, so you feel confident and ready to impress.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Paraplanner role. Plus, it shows you’re serious about joining our team and makes it easier for us to spot your application.
We think you need these skills to ace Paraplanner (Pensions Management) 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 pensions management and any relevant qualifications. We want to see how your skills align with our needs!
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 you can contribute to our growth journey. Keep it engaging and personal.
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 HNW & UHNW cases. We love seeing candidates who are tech-savvy!
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 don’t miss out on any important updates from our team!
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 figures and case studies that demonstrate your understanding of pensions management and investment strategies.
✨Showcase Your Technical Skills
Make sure to highlight your technical skills during the interview. Bring examples of reports or analyses you've completed in the past. This will show that you can handle the complexities of HNW and UHNW cases effectively.
✨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 will demonstrate your genuine interest in the role and the company culture.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask at the end of the interview. This shows your enthusiasm for the position and helps you gauge if the firm is the right fit for you. Think about asking about their approach to client relationships or how they support professional development.
