Financial Paraplanner in Folkestone

Financial Paraplanner in Folkestone

Folkestone Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial planners by preparing reports and conducting research for clients.
  • Company: A values-driven, independent financial planning firm in Maidstone and Folkestone.
  • Benefits: Opportunity for professional growth and a supportive team environment.
  • Why this job: Join a passionate team dedicated to making a positive impact on clients' financial futures.
  • Qualifications: Close to or holding Chartered status with a passion for client service.
  • Other info: Great opportunity to grow within a friendly and ethical workplace.

The predicted salary is between 28800 - 43200 £ per year.

This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status.

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

Financial Paraplanner in Folkestone employer: Premier Jobs UK Limited

Join a values-driven financial planning firm in Maidstone and Folkestone, where your expertise as a Financial Paraplanner will be valued and nurtured. With a strong commitment to client welfare and ethical practices, this independently owned company offers a supportive work culture, opportunities for professional growth towards Chartered status, and the chance to make a meaningful impact in clients' lives.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Paraplanner in Folkestone

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Maidstone and Folkestone. A personal recommendation can really give you an edge.

✨Tip Number 2

Prepare for the interview by brushing up on your technical knowledge. Since this role is all about expertise, make sure you can confidently discuss financial concepts and demonstrate how you can add value to the team.

✨Tip Number 3

Show your passion for client care! During interviews, share examples of how you've gone above and beyond for clients in the past. This will resonate with the values-driven culture of the firm.

✨Tip Number 4

Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Financial Paraplanner in Folkestone

Financial Planning
Chartered Status
Client Relationship Management
Technical Expertise
Analytical Skills
Attention to Detail
Communication Skills
Problem-Solving Skills
Regulatory Knowledge
Report Writing
Time Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Paraplanner role. Highlight any relevant qualifications, especially if you're close to or holding Chartered status, as this will catch our eye!

Craft a Personal Cover Letter: Your cover letter is your chance to show us your personality! Share why you’re passionate about financial planning and how you resonate with our values. We love seeing genuine enthusiasm for helping clients.

Showcase Your Technical Skills: Since we value technical expertise, don’t shy away from detailing your knowledge in financial planning tools and software. Let us know how you’ve used these skills to benefit clients in the past.

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’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Premier Jobs UK Limited

✨Know Your Numbers

As a Financial Paraplanner, it's crucial to brush up on your financial knowledge. Be prepared to discuss key financial concepts and demonstrate your understanding of the technical expertise required in the role. Familiarise yourself with recent trends in financial planning to show you're on top of your game.

✨Align with Their Values

This firm is values-driven, so make sure you understand their core principles. During the interview, share examples of how you've prioritised client needs in your previous roles. This will show that you resonate with their mission and are committed to doing what's right for clients.

✨Prepare Thoughtful Questions

Interviews are a two-way street! Prepare insightful questions about the firm's approach to financial planning and how they support their team members in achieving Chartered status. This not only shows your interest but also helps you gauge if the firm is the right fit for you.

✨Showcase Your Team Spirit

Since they're looking to grow their team organically, highlight your ability to work collaboratively. Share experiences where you've successfully worked with others to achieve a common goal, demonstrating that you're a team player who can contribute positively to their culture.

Financial Paraplanner in Folkestone
Premier Jobs UK Limited
Location: Folkestone
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