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- Tasks: Support Financial Planners with research and compliant report writing.
- Company: A dynamic financial planning boutique in London.
- Benefits: Competitive salary, hybrid working options, and exam support.
- Why this job: Join a team where your expertise makes a real difference in clients' financial futures.
- Qualifications: Diploma in Regulated Financial Planning and 2 years of Paraplanner experience.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 35000 - 60000 £ per year.
A financial planning boutique is seeking a technically strong Paraplanner to support Financial Planners with research and compliant report writing. The role involves conducting client analysis, researching financial products, drafting reports, and managing case progression.
Candidates should have a Diploma in Regulated Financial Planning, strong knowledge of pensions and investment, and at least 2 years of Paraplanner experience.
Competitive salary from £35,000 to £60,000, with hybrid working options after training.
Technical Paraplanner - Hybrid in London, Exam Support employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner - Hybrid in London, Exam Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience as a Paraplanner aligns with their needs. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best work, including reports you've drafted and analyses you've conducted. This will give potential employers a tangible sense of your capabilities. We love seeing candidates who can demonstrate their expertise!
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. We’re always on the lookout for talented individuals like you, so don’t hesitate to submit your CV and cover letter directly through our platform.
We think you need these skills to ace Technical Paraplanner - Hybrid in London, Exam Support
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your technical skills and experience in your application. We want to see how your background aligns with the role of a Paraplanner, especially your knowledge of pensions and investments.
Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when candidates tailor their applications to us, so make sure to mention specific experiences that relate to the job description.
Be Clear and Concise: When drafting your reports or cover letter, clarity is key! We appreciate well-structured and concise writing that gets straight to the point, showcasing your ability to communicate effectively.
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 the role without any hiccups!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss specific products and how they fit into financial planning. This will show that you’re not just technically strong, but also genuinely interested in the field.
✨Showcase Your Experience
Prepare examples from your past two years as a Paraplanner that highlight your skills in client analysis and report writing. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Research the Company
Take some time to understand the financial planning boutique you’re interviewing with. Know their values, services, and any recent news. This will help you tailor your responses and demonstrate that you’re a good cultural fit.
✨Ask Smart Questions
Prepare thoughtful questions about the role and the team. Inquire about their approach to case progression or how they support their Paraplanners. This shows your enthusiasm for the position and helps you gauge if it’s the right fit for you.
