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- Tasks: Lead technical excellence and mentor junior staff in financial planning.
- Company: Reputable financial planning firm in Harrogate with a supportive culture.
- Benefits: Generous bonus structure and a focus on professional development.
- Why this job: Make a real impact by sharing your expertise and guiding the next generation.
- Qualifications: Chartered status and over 10 years of paraplanning experience required.
- Other info: Join a team that values your skills and fosters career growth.
The predicted salary is between 48000 - 72000 £ per year.
A financial planning firm in Harrogate is seeking a Senior Paraplanner. This role focuses on technical excellence, support for advisers, and mentoring junior staff.
Ideal candidates would have achieved chartered status and possess over 10 years of paraplanning experience within a UK IFA firm. The firm values technical expertise and offers a generous bonus structure along with a supportive culture.
If you’re looking for a senior role where your skills are valued, we want to hear from you.
Senior Paraplanner — Lead Technical Excellence & Mentoring in Harrogate employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — Lead Technical Excellence & Mentoring in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at firms you admire. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Show off your expertise! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your technical skills and how you've mentored others. This is your time to shine!
✨Tip Number 3
Don’t just apply anywhere—apply where you fit! Use our website to find roles that match your experience and values. Tailor your approach to each firm, highlighting why you're the perfect fit for their culture and needs.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the best choice for the position.
We think you need these skills to ace Senior Paraplanner — Lead Technical Excellence & Mentoring in Harrogate
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 10+ years of paraplanning experience in your application. We want to see how your technical expertise aligns with the role, so don’t hold back on showcasing your achievements!
Chartered Status is Key: If you've achieved chartered status, shout about it! This is a big plus for us and shows your commitment to professional excellence. Include any relevant qualifications that set you apart.
Mentoring Matters: Since this role involves mentoring junior staff, share any experiences you have in guiding or training others. We love seeing candidates who are passionate about helping others grow in their careers.
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. Don’t miss out!
How to prepare for a job interview at Recruit UK
✨Know Your Technical Stuff
As a Senior Paraplanner, you'll need to showcase your technical expertise. Brush up on the latest financial regulations and planning strategies relevant to the UK IFA sector. Be ready to discuss specific cases where you've applied your knowledge to support advisers or mentor junior staff.
✨Showcase Your Mentoring Skills
This role involves mentoring, so think of examples where you've successfully guided others. Prepare to share how you’ve helped junior staff develop their skills and confidence. Highlighting your ability to foster a supportive culture will resonate well with the firm’s values.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about challenging situations you've faced in paraplanning and how you resolved them. This will demonstrate your critical thinking and technical excellence, which are key for this role.
✨Align with Their Culture
The firm values a supportive culture, so be sure to express your enthusiasm for teamwork and collaboration. Share experiences that reflect your commitment to creating a positive work environment. This will show that you’re not just a fit for the role, but also for the company ethos.
