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- Tasks: Create bespoke financial plans and support client meetings with expert insights.
- Company: Leading financial services firm in Scotland with a focus on client experience.
- Benefits: Hybrid working, professional development, and a dynamic work environment.
- Why this job: Make a real difference in clients' financial journeys while growing your expertise.
- Qualifications: Minimum 3 years of experience and Level 4 Diploma in Financial Planning.
- Other info: Join a supportive team dedicated to enhancing client experiences.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Scotland seeks a skilled Paraplanner to enhance client experiences by delivering tailored financial planning solutions. You will create detailed suitability letters and reports, collaborate with Financial Planners, and support client meetings.
Candidates should have at least 3 years of experience and the Level 4 Diploma in Financial Planning. This role offers hybrid working and opportunities for professional development in a dynamic environment.
Paraplanner – Expert in Bespoke Financial Plans (Hybrid) in Troon employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner – Expert in Bespoke Financial Plans (Hybrid) in Troon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of bespoke financial planning solutions. Be ready to discuss how your experience aligns with the needs of the firm and showcase your ability to create detailed suitability letters and reports.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position! We make it easy for you to showcase your skills and experience directly to the hiring team, so don’t miss out on this opportunity.
We think you need these skills to ace Paraplanner – Expert in Bespoke Financial Plans (Hybrid) in Troon
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning. We want to see how your skills align with the role of a Paraplanner, so don’t hold back on showcasing your expertise!
Showcase Your Experience: With at least 3 years of experience required, be specific about your past roles. We love seeing examples of how you've created suitability letters and reports, so include those details to make your application stand out.
Highlight Your Qualifications: Don’t forget to mention your Level 4 Diploma in Financial Planning! This is a key requirement for us, so make it prominent in your application to show you’re the right fit for the job.
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 this exciting opportunity in our dynamic team!
How to prepare for a job interview at Progeny
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around bespoke solutions. Be ready to discuss your experience with creating suitability letters and reports, as this will show your expertise and confidence in the role.
✨Showcase Your Collaboration Skills
Since you'll be working closely with Financial Planners, think of examples where you've successfully collaborated in the past. Highlight how you contributed to team success and improved client experiences through teamwork.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle specific client situations. Prepare a couple of scenarios where you provided tailored financial advice, demonstrating your problem-solving skills and client-centric approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to professional development or how they measure success in client satisfaction. This shows you're genuinely interested in contributing to their goals.
