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- Tasks: Support financial advisers by preparing reports and conducting research for clients.
- Company: Established family-owned IFA with over 20 years in the financial sector.
- Benefits: Full-time position with opportunities for career growth and professional development.
- Other info: Ethical practice focused on client satisfaction and long-term relationships.
- Why this job: Join a supportive team and gain valuable experience towards becoming a financial adviser.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 30000 - 40000 £ per year.
PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop into this role.
Locations
Paraplanner in Folkestone, Kent employer: PSM Recruitment Ltd
Contact Detail:
PSM Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Folkestone, Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial 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 those interviews! Research the company thoroughly, especially their values and practices. This will help us tailor our answers to show how we align with their professional and ethical approach.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your experience in paraplanning. This will give potential employers a clear picture of what we can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive listings that you won’t find anywhere else.
We think you need these skills to ace Paraplanner in Folkestone, Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience in the financial sector and any skills that align with the job description. We want to see how you can contribute to our family-owned practice!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Paraplanner and how your values align with our ethical practice. Let us know what makes you the perfect fit for our team.
Showcase Your Skills: Don’t forget to showcase your analytical and communication skills in your application. We’re looking for someone who can manage client needs effectively, so give us examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. We can’t wait to hear from you!
How to prepare for a job interview at PSM Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning. Understand the key principles and regulations in the industry, as well as the specific services offered by the company. This will show that you're not just interested in the role, but that you’re genuinely invested in the field.
✨Showcase Your Skills
Prepare to discuss your previous experience and how it relates to the role of a Paraplanner. Be ready with examples of how you've successfully supported advisers or managed client portfolios. Highlight any software or tools you’re familiar with that are relevant to the job.
✨Ask Thoughtful Questions
Interviews are a two-way street, so come prepared with questions that demonstrate your interest in the company and the role. Ask about their approach to client management or how they support their team’s professional development. This shows you’re thinking long-term and are keen to grow with them.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The company values a family-oriented culture, so being genuine and relatable can help you connect with your interviewers. Share your passion for financial planning and how you align with their ethical practices.