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- Tasks: Provide technical support and create personalised financial plans for clients.
- Company: Dynamic financial planning firm with a focus on innovation.
- Benefits: Salary between £35k-£45k, hybrid working options, and professional development.
- Why this job: Join a team that makes a real difference in people's financial lives.
- Qualifications: Strong knowledge of financial planning and analytical skills; Level 4 Diploma preferred.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 35000 - 45000 £ per year.
A financial planning firm is seeking an experienced Paraplanner to deliver technical financial planning support, conduct research, and prepare suitability reports. The role involves working closely with financial advisers and assisting in creating personalised financial plans.
Candidates should have strong knowledge of financial planning, excellent analytical skills, and preferably a Level 4 Diploma in Financial Planning.
The position offers a salary of £35,000 - £45,000 and includes hybrid working options.
Hybrid Paraplanner – Financial Planning & Reports £35k-£45k employer: Regional Recruitment Services
Contact Detail:
Regional Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner – Financial Planning & Reports £35k-£45k
✨Tip Number 1
Network like a pro! Reach out to financial advisers and industry professionals on LinkedIn. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss financial planning strategies and showcase your analytical skills. We want to see how you think!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you and fit your expertise.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. We love seeing candidates who are proactive!
We think you need these skills to ace Hybrid Paraplanner – Financial Planning & Reports £35k-£45k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and showcases your knowledge of financial planning. We want to see how your skills align with the role, so don’t be shy about detailing your relevant qualifications and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. We love seeing personality, so let your enthusiasm for the role come through.
Showcase Your Analytical Skills: Since this role requires excellent analytical skills, make sure to include examples of how you've used these in previous roles. Whether it’s conducting research or preparing reports, we want to know how you tackle complex problems!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see more about what we do and our company culture!
How to prepare for a job interview at Regional Recruitment Services
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss technical concepts and demonstrate your understanding of suitability reports. This will show that you’re not just familiar with the basics but can also handle the complexities of the role.
✨Research the Company
Take some time to learn about the financial planning firm you're interviewing with. Understand their values, services, and any recent news. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific situations related to financial planning. Think of examples from your past experience where you successfully supported advisers or created personalised plans. This will highlight your analytical skills and problem-solving abilities.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for research, or how they measure success in the role. This shows that you’re proactive and serious about contributing to their success.
