Paraplanner

Paraplanner

Newport +1 Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Chartered Financial Planners with technical tasks and client documentation.
  • Company: Join a prestigious Chartered Financial Planning firm in North Somerset.
  • Benefits: Enjoy hybrid work options and a supportive team environment.
  • Why this job: Gain valuable experience in finance while contributing to clients' financial success.
  • Qualifications: No specific qualifications required; enthusiasm and willingness to learn are key.
  • Other info: Be part of a dynamic team dedicated to professional growth and excellence.

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

This hybrid-based Paraplanner job in North Somerset provides the opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.

As a Paraplanner, you will be focused on providing technical support including:

  • Preparing...

Locations

Newport Wales

Paraplanner employer: Premier Jobs UK Limited

Join a prestigious Chartered Financial Planning firm in North Somerset, where you will be part of a supportive and collaborative team dedicated to excellence. Our hybrid work model promotes a healthy work-life balance, while our commitment to employee development ensures you have ample opportunities for growth and advancement in your career. With a focus on quality and technical expertise, we offer a rewarding environment that values your contributions and fosters professional satisfaction.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner

✨Tip Number 1

Familiarise yourself with the specific financial planning software and tools commonly used in the industry. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.

✨Tip Number 2

Network with current or former employees of the firm. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach and questions during the interview.

✨Tip Number 3

Stay updated on the latest trends and regulations in financial planning. Showing that you are knowledgeable about current events in the industry can impress your interviewers and demonstrate your commitment to the field.

✨Tip Number 4

Prepare thoughtful questions to ask during the interview. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals and values.

We think you need these skills to ace Paraplanner

Financial Analysis
Report Writing
Attention to Detail
Technical Knowledge of Financial Products
Regulatory Compliance
Communication Skills
Research Skills
Time Management
Client Relationship Management
Problem-Solving Skills
Team Collaboration
Adaptability
Organisational Skills

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.

Tailor Your CV: Customise your CV to reflect the specific skills and experiences that align with the Paraplanner role. Emphasise your technical support experience and any relevant qualifications in financial planning.

Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are a great fit for the Paraplanner position. Mention your passion for financial planning and how your background supports the firm's goals.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.

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

✨Know Your Technical Stuff

As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts and technical support. Brush up on key topics like investment strategies, tax implications, and regulatory requirements to show you’re well-prepared.

✨Showcase Your Teamwork Skills

Since you'll be working closely with Chartered Financial Planners and other support staff, highlight your ability to collaborate effectively. Share examples from past experiences where you contributed to a team’s success.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare insightful questions about the firm’s approach to financial planning and how they support their Paraplanners. This shows your genuine interest in the role and the company.

✨Dress the Part

Even if the job is hybrid, first impressions matter. Dress professionally for the interview to convey your seriousness about the position and respect for the company’s culture.

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