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- Tasks: Provide top-notch technical support and prepare suitability reports for clients and advisers.
- Company: Dynamic financial planning firm in Burnley with a focus on growth.
- Benefits: Earn up to £40,000, enjoy hybrid working, and access professional development.
- Why this job: Join a team where your expertise makes a real difference in clients' financial journeys.
- Qualifications: Strong financial planning knowledge and paraplanning experience required.
- Other info: Great opportunities for career advancement in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in Burnley is seeking an experienced Paraplanner to provide high-quality technical support to clients and advisers. The role includes preparing suitability reports, conducting research, and ensuring compliance with FCA regulations.
The company offers a competitive salary of up to £40,000, hybrid working after probation, and opportunities for professional development.
Ideal candidates will have strong financial planning knowledge and experience in paraplanning within independent advice firms.
Paraplanner - Growth Path, Hybrid & Study Support in Burnley employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Growth Path, Hybrid & Study Support in Burnley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in paraplanning. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss suitability reports and FCA regulations. We want you to shine and show them you’re the perfect fit for their team!
✨Tip Number 3
Don’t forget to showcase your experience! When you get the chance to speak with potential employers, highlight your past successes in paraplanning and how you’ve helped clients achieve their financial goals. We want them to see the value you bring!
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets seen. Plus, we’re always on the lookout for passionate candidates like you who are ready to take the next step in their career.
We think you need these skills to ace Paraplanner - Growth Path, Hybrid & Study Support in Burnley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and financial planning. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share your passion for financial planning and how you can contribute to our clients' success.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any experience you have with FCA regulations. We’re looking for someone who understands the importance of adhering to these standards.
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 Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest FCA regulations and be ready to discuss how they impact paraplanning. This will show that you're not just experienced, but also current in your field.
✨Prepare Suitability Reports
Since preparing suitability reports is a key part of the role, practice drafting a few before your interview. Be ready to explain your thought process and how you ensure compliance with regulations. This will demonstrate your practical skills and attention to detail.
✨Research the Company
Take some time to learn about the financial planning firm you're interviewing with. Understand their values, services, and any recent news. This will help you tailor your answers and show genuine interest in the company.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about their approach to professional development or how they support hybrid working. This shows that you're not only interested in the role but also in how you can grow within the company.
