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- Tasks: Review financial cases and collaborate with planners to ensure compliance.
- Company: Established financial planning firm in Trafford with a supportive team.
- Benefits: Professional growth opportunities in a dynamic work environment.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Minimum 2 years of experience in pensions and investments required.
- Other info: Join a team that values collaboration and professional development.
The predicted salary is between 30000 - 42000 £ per year.
A financial planning firm in Trafford is seeking an experienced Paraplanner to join their established team. This role involves reviewing cases, collaborating with Financial Planners, and ensuring recommendations meet regulatory requirements.
Candidates should have at least 2 years of experience and strong knowledge in pensions and investments. The firm offers a supportive environment for professional growth.
Paraplanner - Impactful Financial Planning & Reporting employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Impactful Financial Planning & Reporting
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions and investments. We want to see you confidently discuss how your experience aligns with the firm's needs and regulatory requirements.
✨Tip Number 3
Showcase your collaborative spirit! During interviews, share examples of how you've worked with Financial Planners in the past. This will highlight your ability to fit into their established team.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner - Impactful Financial Planning & Reporting
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your knowledge in pensions and investments. We want to see how your skills align with the role, so don’t be shy about showcasing relevant 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 genuine enthusiasm, so let your personality come through!
Showcase Your Regulatory Knowledge: Since this role involves ensuring recommendations meet regulatory requirements, make sure to mention any relevant qualifications or experiences. We appreciate candidates who understand the importance of compliance in financial planning.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. The firm is looking for someone with at least 2 years of experience, so be ready to discuss specific cases you've worked on and how you ensured compliance with regulatory requirements.
✨Show Your Collaborative Spirit
Since the role involves working closely with Financial Planners, think of examples where you've successfully collaborated in the past. Highlight your teamwork skills and how you can contribute to a supportive environment.
✨Prepare Questions
Have a few thoughtful questions ready about the firm's approach to financial planning and their team dynamics. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or using online resources. Practising your responses to common interview questions will help you feel more confident and articulate during the actual interview.
