At a Glance
- Tasks: Research and create engaging content on financial planning topics for a wide audience.
- Company: Dynamic financial team focused on education and innovative content creation.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Perfect for Paraplanners seeking a fresh direction in their career.
- Why this job: Combine your financial expertise with creativity to educate and inspire others.
- Qualifications: Level 4 financial planning qualification and strong communication skills.
The predicted salary is between 40000 - 45000 £ per year.
Financial Planning Content Specialist
Salary
- £40,000 - £45,000
- Liverpool ,
- Merseyside -Hybrid working
- Hybrid working
The Role
We are recruiting for an experienced Financial Planning Content Specialist to join a growing financial team, combining financial planning expertise with a passion for education and content.
You’ll be responsible for the research, scriptwriting and financial modelling behind long-form content designed to educate a wide public audience.
This is an ideal opportunity for an experienced Paraplanner who enjoys financial planning but has a stronger interest in education, communication andmarketing than traditional suitability report writing.
Key Responsibilities
- Research retirement planning topics such as decumulation, tax, drawdown and sequence of returns risk.
- Write clear, engaging scripts that explain complex financial concepts in plain English.
- Build and accurately model case studies using financial planning/cashflow software.
- Work with the production team to ensure content is suitable for filming.
- Keep up to date with developments across the retirement planning landscape.
About You
You’ll ideally have
- A Level 4 financial planning qualification, such as CII Diploma, Dip FA, CISI or equivalent, completed or in progress.
- Practical experience with financial planning/cashflow modelling software.
- Excellent written communication skills and the ability to simplify complex information without losing accuracy.
- Strong attention to detail.
- A genuine interest in retirement planning and financial education.
- A desire to build a career in content and marketing rather than traditional financial advice.
Why Apply?
A genuinely unusual opportunity to combine financial planning expertise with content creation, reaching a much wider audience than traditional paraplanning.
If you're a Paraplanner looking for a different direction within financial services, we'd love to hear from you.
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Financial Planning Content Specialist in Liverpool employer: Prestige Recruitment Group
Join a dynamic team in Liverpool as a Financial Planning Content Specialist, where your passion for education and financial planning will thrive. Enjoy hybrid working arrangements, a supportive work culture that values creativity, and ample opportunities for professional growth in a role that uniquely blends financial expertise with content creation. This is an exceptional chance to make a meaningful impact by simplifying complex financial concepts for a broader audience.
Contact Details:
Prestige Recruitment Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Content Specialist in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Prestige Recruitment Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Content Specialist in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Prestige Recruitment Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Prestige Recruitment Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Prestige Recruitment Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Prestige Recruitment Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Prestige Recruitment Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Prestige Recruitment Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
