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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 paraplanning and knowledge of pension schemes is essential.
- Other info: Be part of a growing firm with a focus on client success and teamwork.
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 with Pension Experience 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 with Pension Experience in Bradford-on-Avon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who know about HNW and UHNW cases. A friendly chat can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your pension knowledge and technical skills. We want you to shine when discussing complex cases, so practice explaining your thought process clearly and confidently.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and expertise. We recommend checking out our website for tailored job listings that suit your skills as a Paraplanner with pension experience.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in their minds. It shows your enthusiasm and professionalism, which is key in the financial planning industry.
We think you need these skills to ace Paraplanner with Pension Experience in Bradford-on-Avon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with pensions and technical paraplanning. We want to see how your skills align with the needs of our clients, especially those with high net worth.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about financial planning and how your background makes you a perfect fit for our team. Keep it engaging and personal.
Showcase Relevant Experience: When detailing your experience, focus on specific cases or projects you've worked on that relate to HNW & UHNW clients. We love seeing real examples of your expertise in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining 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 cases or scenarios where you've successfully managed complex financial situations, especially those involving pensions.
✨Showcase Your Technical Skills
Make sure you 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 handle the technical aspects of the role and show that you're ready to contribute from day one.
✨Understand the Firm's Values
Research the firm’s values and culture before the interview. Be ready to explain how your personal values align with theirs. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team and contribute to their growth journey.
✨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 in professional development.
