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- Tasks: Join us as a Junior Paraplanner and dive into financial research, client meetings, and portfolio management.
- Company: Be part of a respected Independent Chartered Financial Planning firm in Winchester with a stellar reputation.
- Benefits: Enjoy a competitive salary, full training, exam support, and free parking at the office.
- Why this job: This is your chance to kickstart a rewarding career in wealth management with hands-on experience.
- Qualifications: No prior experience needed—just bring your enthusiasm and willingness to learn!
- Other info: Perfect for graduates looking to make an impact in financial planning.
The predicted salary is between 24000 - 42000 £ per year.
Job Title: Junior Paraplanner Industry: Wealth Management Location: Winchester Salary: £30,000 (Negotiable) Job Reference: 9436 Job Description: An excellent opportunity has arisen for a graduate to join a successful financial planning firm based in Winchester as a Junior Paraplanner. The firm is prepared to offer full training to the right candidate, meaning no prior experience in Financial Planning is required—just the right attitude and willingness to learn. Our client is a long-established Independent Chartered Financial Planning firm that are proud to be providing expert guidance to clients. Known for their commitment to Financial Planning, they have built an excellent reputation for serving high-net-worth clients and helping them achieve their financial goals through tailored planning solutions. Duties will include but not limited to: Conducting research, and analysis of products and funds Complete cashflow forecasts and financial plans Liaise with clients Shadowing Independent Financial Adviser Portfolio management Attending client meetings Writing suitability reports Assist Paraplanners and Financial Advisers Benefits : Salary from £30,000 (negotiable dependent on experience) Full exam and study support Free parking at office Company pensio…
Junior Paraplanner - Graduate Opportunity employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner - Graduate Opportunity
✨Tip Number 1
Familiarize yourself with the basics of financial planning and wealth management. Understanding key concepts will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 3
Showcase your willingness to learn and adapt. During any interactions, emphasize your eagerness to undergo training and develop your skills, as this is a key quality we look for in candidates.
✨Tip Number 4
Research our firm and understand our values and approach to financial planning. Being able to articulate why you want to work with us specifically will set you apart from other candidates.
We think you need these skills to ace Junior Paraplanner - Graduate Opportunity
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Junior Paraplanner position. Understand the key responsibilities and the skills required, such as research, analysis, and client interaction.
Tailor Your CV: Customize your CV to highlight relevant skills and experiences that align with the duties of a Junior Paraplanner. Emphasize any analytical skills, attention to detail, and willingness to learn.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the financial planning industry. Mention why you are interested in this opportunity and how your background makes you a suitable candidate.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Recruit UK
✨Show Your Willingness to Learn
Since this role is open to graduates with no prior experience, it's crucial to demonstrate your eagerness to learn. Share examples of how you've quickly adapted to new situations or acquired new skills in the past.
✨Research the Company
Familiarize yourself with the financial planning firm and its reputation in the industry. Understanding their approach to wealth management and their client base will help you tailor your responses and show genuine interest.
✨Prepare for Technical Questions
Even though no prior experience is required, be ready to discuss basic financial concepts and terminology. Brush up on key terms related to financial planning, as this will show that you're proactive and serious about the role.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the training process, the team dynamics, or how success is measured in the role. This shows that you're engaged and thinking about your future within the company.
