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- Tasks: Support advisers with research, report writing, and case management in a hybrid setting.
- Company: Dynamic financial planning firm focused on growth and development.
- Benefits: Competitive salary, performance bonuses, full study support, and clear career progression.
- Why this job: Join a team where your skills can shine and lead to exciting career advancements.
- Qualifications: Significant technical knowledge in financial planning and two years of relevant experience.
- Other info: Enjoy a flexible work environment with opportunities for continuous professional development.
The predicted salary is between 40000 - 55000 £ per year.
A financial planning firm seeks a technically skilled Paraplanner to support advisers with research and report writing in a hybrid work environment.
Key responsibilities include:
- Conducting analyses
- Drafting reports
- Managing case progression
Candidates should have significant technical knowledge in financial planning and at least two years in a related position.
The role offers a salary ranging from £40,000 to £55,000, performance bonuses, full study support, and a clear progression pathway to Senior Paraplanner or Adviser.
Paraplanner - Hybrid London with Growth & CPD employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid London with Growth & CPD
✨Tip Number 1
Network like a pro! Reach out to industry professionals on LinkedIn or attend local finance events. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your technical skills during interviews. Bring examples of reports you've drafted or analyses you've conducted. This will demonstrate your expertise and make you stand out from the crowd.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings and resources that can help you land that Paraplanner role. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Paraplanner - Hybrid London with Growth & CPD
Some tips for your application 🫡
Show Off Your Technical Skills: Make sure to highlight your technical knowledge in financial planning. We want to see how your experience aligns with the role, so don’t hold back on showcasing your expertise!
Tailor Your Reports: When drafting your application, think of it like writing a report. Tailor your content to reflect the key responsibilities mentioned in the job description. This shows us you understand what we’re looking for!
Keep It Professional Yet Personal: While we love a professional tone, don’t forget to let your personality shine through. A bit of authenticity can make your application stand out from the crowd!
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!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge in financial planning. Be ready to discuss specific tools and methodologies you've used in your previous roles, as this will show that you’re not just familiar with the basics but can also handle complex analyses.
✨Prepare for Report Writing Questions
Since report writing is a key part of the role, think about examples from your past experience where you’ve drafted reports. Be prepared to explain your process, how you ensure accuracy, and how you tailor reports to meet the needs of advisers and clients.
✨Showcase Your Case Management Skills
The firm will want to know how you manage case progression. Have a couple of examples ready that demonstrate your organisational skills and how you keep track of multiple cases simultaneously. This will highlight your ability to thrive in a hybrid work environment.
✨Express Your Growth Mindset
With a clear progression pathway to Senior Paraplanner or Adviser, it’s important to convey your ambition. Talk about your career goals and how you plan to utilise the full study support offered. This shows that you’re not just looking for a job, but a long-term career.
