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For Companies At a Glance
- Tasks: Support Financial Advisors by building financial plans and conducting provider research.
- Company: A local, independent financial planning firm with a strong community focus.
- Benefits: Competitive salary, matched pension, wellness package, and fully funded qualifications.
- Why this job: Join a supportive team and grow your career in a collaborative environment.
- Qualifications: 3+ years as a Paraplanner and ideally hold Level 4 Diploma in Financial Planning.
- Other info: Enjoy regular social events and a dynamic workplace with excellent career progression.
The predicted salary is between 28600 - 34400 £ per year.
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team
You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients.
Alongside 2 other Paraplanners xiskglj and some Administrators, together you wil
Do you have the right skills and experience for this role Read on to find out, and make your application.
Please click on the apply button to read the full job description
Paraplanner 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial planning tools like IO and Voyant. Show them you’re not just a Paraplanner, but a tech-savvy one who can hit the ground running!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
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 awesome team in Leamington Spa.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experience mentioned in the job description. Highlight your 3+ years as a Paraplanner and any relevant qualifications to 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 can contribute to our team. Don’t forget to mention your experience with tools like IO or Voyant if you have them.
Showcase Your Team Spirit: We love collaboration! In your application, give examples of how you've worked well in a team before. Mention any experiences where you supported Financial Advisors or worked closely with clients.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way for us to see your application and get you into the process smoothly!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around building financial plans and suitability reports. Familiarise yourself with the tools mentioned in the job description, like IO or Voyant, as they might come up during the interview.
✨Show Your Team Spirit
This firm values collaboration, so be ready to discuss how you've worked effectively in a team before. Share examples of how you’ve supported Financial Advisors or collaborated with other Paraplanners to achieve great outcomes for clients.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture and their approach to professional development. This shows you're genuinely interested in growing with them and that you value their commitment to enhancing your skills.
✨Be Yourself
The firm prides itself on its community spirit and social events, so let your personality shine through! Be authentic and share what excites you about the role and how you can contribute to their positive team environment.
