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- Tasks: Join a dynamic team as a Paraplanner, supporting financial planning and investment strategies.
- Company: Work with a leading Chartered Accountancy and Financial Planning firm in the UK.
- Benefits: Enjoy flexible working, 25 days holiday, private medical insurance, and ongoing study support.
- Why this job: This role offers remote work, career growth, and the chance to be part of an award-winning team.
- Qualifications: Must have a Level 4 Diploma and experience in a Wealth Management firm.
- Other info: Based in the North-West, occasional office visits required.
The predicted salary is between 38000 - 45000 £ per year.
Paraplanner – Hybrid
Ref: RP6009 Salary: £38,000 to 45,000 Contract Type: PermanentLocation: Preston
Skill Set
Paraplanner, Paraplanning, Senior Paraplanner
A unique opportunity is available for a Hybrid Paraplanner , to join a well-established multi-office Wealth Manager and Accountancy Practice
You will need to be base in the North-West as you will need to be office based on occasion, when required for the business
It is award-winning and is one of the largest Chartered Accountancy and Financial Planning firms in the country. It is looking for a qualified and experienced Paraplanner to work on a fully remote basis, joining a highly experienced Paraplanning team.
You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Full holistic financial planning.
This is a fantastic opportunity to work 100% from home, joining an exceptional national and prestigious company, and excel your career as a Paraplanner.
What’s in it for you: Paraplanner
Skills and experience required: Paraplanner
APPLY TODAY and I will be in touch.
APPLY
Paraplanner - Hybrid employer: Recruitment Solutions (Folkestone) Ltd
Contact Detail:
Recruitment Solutions (Folkestone) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid
✨Tip Number 1
Network with professionals in the wealth management and financial planning sectors. Attend industry events or join relevant online forums to connect with current Paraplanners and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, especially around tax and pension cases. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare for potential interviews by practising common Paraplanner interview questions. Focus on articulating your experience with cash flow modelling and investment products, as these are key areas for the role.
✨Tip Number 4
Showcase your organisational and analytical skills during any discussions or interviews. Be ready to provide examples of how you've successfully managed complex cases or projects in your previous roles.
We think you need these skills to ace Paraplanner - Hybrid
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the specific skills and experiences required, such as knowledge in Tax Planning, Pension Technical Cases, and Investment Products.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your Level 4 Diploma and any previous roles in IFA or Wealth Management firms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you are interested in this particular position and how your skills can contribute to their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Recruitment Solutions (Folkestone) Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of paraplanning, especially around tax planning, pension technical cases, and investment products. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to simplify them will impress your interviewers.
✨Demonstrate Organisational Skills
Prepare examples from your past experience that highlight your organisational and analytical skills. Discuss how you've managed multiple tasks or projects effectively, as this will be crucial in a hybrid working environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the paraplanning team. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
