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- Tasks: Research financial planning, conduct portfolio reviews, and create suitability reports.
- Company: Large wealth management firm in Bath with a supportive team.
- Benefits: Hybrid work (3 days WFH), attractive bonus, and flexible benefits package.
- Why this job: Join a dynamic team and enhance your financial planning skills while working flexibly.
- Qualifications: 1.5 to 2 years of paraplanning experience and strong technical knowledge.
- Other info: Structured development programme for career growth.
The predicted salary is between 36000 - 60000 £ per year.
A large wealth management firm in Bath is seeking an experienced Paraplanner to join their team. This role offers a hybrid working arrangement with 3 days from home, excellent technical support, and a structured development program.
Key responsibilities include:
- Researching financial planning arrangements
- Conducting portfolio reviews
- Producing suitability reports
The ideal candidate will have 1.5 to 2 years of experience and a strong technical understanding. Additional benefits include an attractive annual bonus and flexible benefits package.
Senior Paraplanner | Hybrid (3 days WFH) & Bonus in Bath employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner | Hybrid (3 days WFH) & Bonus in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Senior 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 by brushing up on your technical knowledge. Since this role requires a strong understanding of financial planning, make sure you can confidently discuss portfolio reviews and suitability reports. We want you to shine!
✨Tip Number 3
Don’t forget to showcase your experience! When you get the chance to chat with potential employers, highlight your 1.5 to 2 years of experience and how it aligns with their needs. We want them to see you as the perfect fit for their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’ve got all the resources you need to help you land that dream job as a Senior Paraplanner. Let’s do this together!
We think you need these skills to ace Senior Paraplanner | Hybrid (3 days WFH) & Bonus in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially the 1.5 to 2 years you've spent in the field. We want to see how your skills align with the responsibilities mentioned in the job description, like researching financial planning arrangements and conducting portfolio reviews.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your strong technical understanding and how you can contribute to the team. Remember, we love a bit of personality, so let your enthusiasm show!
Showcase Relevant Skills: When filling out your application, be sure to highlight any specific skills that relate to producing suitability reports and providing technical support. We’re looking for someone who can hit the ground running, so make those skills pop!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and portfolio management. Be ready to discuss specific strategies you've used in the past and how they benefited clients.
✨Research the Firm
Take some time to understand the wealth management firm’s values, services, and recent news. This will not only help you tailor your answers but also show that you're genuinely interested in the role and the company.
✨Prepare for Scenario Questions
Expect to be asked about real-life scenarios you might face as a Paraplanner. Think of examples from your previous experience where you successfully handled challenges or made significant contributions.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about their structured development program or how they support remote workers. It shows you're engaged and thinking about your future with them.
