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- Tasks: Support Financial Planners by creating detailed reports and ensuring compliance.
- Company: Progeny, a leader in wealth planning with a focus on collaboration.
- Benefits: Hybrid working, private medical insurance, and enhanced family leave.
- Other info: Be part of a Centre of Excellence with great career growth potential.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: Minimum 3 years’ experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
Progeny is seeking a Paraplanner based in Exeter to join their Paraplanning Centre of Excellence. In this critical role, you will assist Financial Planners by producing detailed suitability letters and reports while ensuring compliance with FCA regulations.
You need a minimum of 3 years’ experience and the Level 4 Diploma in Financial Planning. This position offers hybrid working and various benefits, including private medical insurance and enhanced family leave.
Progeny values collaboration, client service, and excellence in all financial planning activities.
Paraplanner — Hybrid, Wealth Planning Expert in Devon employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner — Hybrid, Wealth Planning Expert in Devon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Progeny. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on FCA regulations and the latest trends in wealth planning. Show them you’re not just qualified but genuinely passionate about the industry!
✨Tip Number 3
Don’t forget to showcase your experience with suitability letters and reports during interviews. Bring examples of your work to demonstrate your skills and how you ensure compliance.
✨Tip Number 4
Apply through our website for a smoother process! It shows you’re serious about the role and gives us a chance to see your application in the best light.
We think you need these skills to ace Paraplanner — Hybrid, Wealth Planning Expert in Devon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and compliance. We want to see how your skills align with the role of a Paraplanner, so don’t hold back on showcasing your Level 4 Diploma and relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our Paraplanning Centre of Excellence. Keep it engaging and personal – we love to see your personality!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate clarity and precision, so take the time to proofread your documents before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around FCA regulations. Progeny is looking for someone with at least 3 years of experience, so be ready to discuss your past roles and how they relate to the position.
✨Showcase Your Skills
Prepare to talk about your experience in producing suitability letters and reports. Bring examples of your work or be ready to explain your process. This will demonstrate your capability and attention to detail, which are crucial for this role.
✨Emphasise Collaboration
Since Progeny values collaboration, think of examples where you've worked effectively in a team. Be prepared to discuss how you can contribute to their Paraplanning Centre of Excellence and support Financial Planners.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, hybrid working arrangements, and how they measure success in the Paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.