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- Tasks: Research and create compliant financial planning recommendations while engaging with clients.
- Company: Forward-thinking financial planning firm with a supportive culture.
- Benefits: Hybrid working, generous leave, pension contributions, and career development opportunities.
- Why this job: Join a collaborative team and grow your career in a dynamic environment.
- Qualifications: Experience as a Paraplanner and strong client engagement skills.
- Other info: Flexible work arrangements and structured development plans for your growth.
The predicted salary is between 36000 - 60000 £ per year.
A forward-thinking financial planning firm is seeking an experienced Paraplanner to join its team in Loughborough. You will research and produce compliant financial planning recommendations while engaging directly with clients. The role offers professional development and the opportunity to work collaboratively in a supportive environment.
Benefits include:
- Hybrid working
- Generous annual leave
- Employer pension contributions
- A structured development plan for career growth
Senior Paraplanner - Hybrid, Flexible & Growth in Loughborough employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Hybrid, Flexible & Growth in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of compliant financial planning recommendations. We want you to shine when discussing how you can engage with clients and contribute to their financial success.
✨Tip Number 3
Showcase your growth mindset! When chatting with potential employers, highlight your eagerness for professional development and how you can thrive in a supportive environment. They’ll love to see your ambition!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about making the process as smooth as possible for you.
We think you need these skills to ace Senior Paraplanner - Hybrid, Flexible & Growth in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your financial planning expertise and any relevant qualifications to show us you’re the right fit!
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 forward-thinking team. Keep it engaging and personal!
Showcase Your Research Skills: As a Paraplanner, research is key. In your application, mention specific examples of how you've successfully conducted research and produced compliant recommendations in the past. We love seeing real-world applications!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest regulations and compliance requirements, as well as the specific services the firm offers. This will show that you're not just a Paraplanner, but a proactive one who stays updated.
✨Engage with Real Scenarios
Prepare to discuss real-life scenarios where you've successfully produced financial recommendations. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help demonstrate your problem-solving skills and how you engage with clients.
✨Show Your Collaborative Spirit
Since the role involves working in a supportive environment, be ready to talk about your experience in teamwork. Share examples of how you've collaborated with colleagues or clients to achieve common goals, highlighting your ability to contribute positively to a team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and professional development opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career growth aspirations.
