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- Tasks: Support Independent Financial Advisors by preparing financial plans and reports.
- Company: Join a respected national advisory firm known for its independence and client-focused solutions.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values your input and fosters a culture of excellence.
- Qualifications: Experience as a paraplanner or strong administrative skills with a desire for more responsibility.
- Other info: Located in Newcastle, this role offers a chance to make a real impact in clients' financial journeys.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced paraplanner who is looking to move to a national and well-respected advisory firm? Perhaps you're newly qualified or a highly experienced admin ready for more responsibility? We're looking for a new paraplanner to join our Newcastle team, supporting our Independent Financial Advisors. We are a fully independent organisation allowing us to serve our clients with the best solutions.
Paraplanner employer: Recruitment Agenda Limited
Contact Detail:
Recruitment Agenda Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work in paraplanning. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in the field.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used by paraplanners. Being proficient in these can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 3
Research our company culture and values at StudySmarter. Understanding what we stand for will help you tailor your approach during interviews and demonstrate how you align with our mission.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your genuine interest in the role and helps you assess if our firm is the right fit for you as well.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a paraplanner. Highlight your experience in supporting financial advisors and any relevant qualifications you possess.
Tailor Your CV: Customise your CV to reflect your skills and experiences that are most relevant to the paraplanner position. Emphasise your ability to work independently and your understanding of financial products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial advisory sector. Mention why you want to join this specific firm and how you can contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.
How to prepare for a job interview at Recruitment Agenda Limited
✨Know Your Financial Products
As a paraplanner, you'll need to demonstrate a solid understanding of various financial products and services. Brush up on your knowledge of investment strategies, pensions, and insurance products to impress the interviewers.
✨Showcase Your Analytical Skills
Prepare to discuss how you analyse client needs and create tailored financial plans. Be ready to provide examples from your past experience where your analytical skills made a significant impact.
✨Understand the Company Culture
Research the advisory firm’s values and culture. Understanding their approach to client service and teamwork will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready to ask the interviewers about the role and the company. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
