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- Tasks: Support financial advisers by analysing client info and conducting product research.
- Company: Reputable financial advisory firm in the UK with a focus on client service.
- Benefits: Competitive salary of £40,000–£50,000 plus a comprehensive benefits package.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner and strong attention to detail required.
- Other info: Opportunities for professional development and career advancement.
The predicted salary is between 40000 - 50000 £ per year.
A financial advisory firm in the UK is seeking an experienced Paraplanner to provide high-quality support to financial advisers. The successful candidate will analyze client information, conduct product research, and ensure compliance with FCA regulations. A focus on client service and detail is essential.
The role includes professional development opportunities and a competitive salary of £40,000–£50,000 along with a benefits package.
Paraplanner: Precision Research & Compliance for Financial Advice in Huntingdon employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Precision Research & Compliance for Financial Advice in Huntingdon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory 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 firm thoroughly and understand their values and services. We recommend practising common interview questions related to compliance and client service, so you can showcase your expertise confidently.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your previous work as a Paraplanner. Include examples of your product research and compliance checks. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you that dream job together!
We think you need these skills to ace Paraplanner: Precision Research & Compliance for Financial Advice in Huntingdon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in analysing client information and conducting product research, as these are key aspects of the job. We want to see how your skills align with what we’re looking for!
Showcase Compliance Knowledge: Since compliance with FCA regulations is crucial, don’t forget to mention any relevant experience or qualifications you have in this area. We love candidates who understand the importance of compliance in financial advice!
Emphasise Client Service Skills: Client service is at the heart of what we do, so make sure to highlight your ability to provide excellent support. Share examples of how you've gone above and beyond for clients in previous roles – it’ll really make your application stand out!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us. Let’s get started on this journey together!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Compliance Inside Out
Make sure you brush up on FCA regulations and compliance standards relevant to the role. Being able to discuss these confidently will show that you’re not just familiar with the rules, but that you can apply them in practice.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've analysed client information in the past. Bring along case studies or scenarios where your research led to successful outcomes, as this will demonstrate your capability as a Paraplanner.
✨Client Service is Key
Think about times when you’ve gone above and beyond for clients. Be ready to share these stories during the interview, as they highlight your commitment to client service and attention to detail, which are crucial for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial advice and compliance. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
