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- Tasks: Manage client files, ensure compliance, and prepare financial recommendations.
- Company: Family-owned financial practice with a supportive environment.
- Benefits: Salary between £35,000 and £55,000, plus training opportunities.
- Other info: Great opportunity for career progression in a friendly setting.
- Why this job: Join a team where you can grow and make a real difference.
- Qualifications: At least two years of experience in a paraplanner role.
The predicted salary is between 35000 - 55000 £ per year.
A well-established family-owned financial practice in the UK is seeking a full-time Paraplanner to join their team in Folkestone. The role involves managing client files, ensuring compliance, and preparing financial recommendations.
Candidates should have at least two years of experience in a paraplanner role and relevant qualifications.
This position offers a salary between £35,000 and £55,000 depending on experience, along with training opportunities and a supportive family business environment.
Paraplanner to Advisor: Funded Training & Progression in Folkestone employer: PSM Recruitment Ltd
Contact Detail:
PSM Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner to Advisor: Funded Training & Progression in Folkestone
✨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 interviews by brushing up on your knowledge of compliance and financial recommendations. We suggest practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your two years of paraplanning experience and any relevant qualifications. Make sure they see how you can add value to their family business.
✨Tip Number 4
Don't forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner to Advisor: Funded Training & Progression in Folkestone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant qualifications and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our family-owned practice and how you can contribute to our team. Keep it personal and engaging!
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any specific experience or training you have in this area. We love candidates who understand the importance of keeping things above board!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at PSM Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specifics of paraplanning. Understand the compliance requirements and be ready to discuss how you've managed client files in the past. This shows you're not just qualified, but also genuinely interested in the role.
✨Showcase Your Experience
With at least two years in a paraplanner role, you’ve got valuable experience. Prepare examples of how you've prepared financial recommendations and handled client interactions. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Emphasise Team Fit
Since this is a family-owned business, they’ll be looking for someone who fits well with their team culture. Be ready to talk about how you work collaboratively and supportively with others. Share instances where you contributed to a positive team environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company’s approach to training and progression. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals. Think about what you want to learn and how you can grow within the team.