Paraplanner – Shape Client Financial Strategies in Brighton
Paraplanner – Shape Client Financial Strategies

Paraplanner – Shape Client Financial Strategies in Brighton

Brighton Full-Time 40000 - 50000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers in crafting top-notch client financial strategies.
  • Company: Dynamic financial services company based in Brighton.
  • Benefits: Competitive salary, collaborative environment, and great benefits.
  • Why this job: Join a team where your analytical skills can shine and make a difference.
  • Qualifications: 2+ years of paraplanning experience and Level 4 Diploma or equivalent.
  • Other info: Exciting opportunity for career growth in a supportive workplace.

The predicted salary is between 40000 - 50000 £ per year.

A financial services company based in Brighton is looking for a Paraplanner to support financial advisers in delivering high-quality advisory services. This role requires strong analytical skills, the ability to manage multiple tasks, and effective communication with clients. Candidates should have at least 2 years of paraplanning experience and hold a Level 4 Diploma or equivalent. A competitive salary of £40,000–£50,000, plus benefits, is offered in a collaborative work environment.

Paraplanner – Shape Client Financial Strategies in Brighton employer: RGH-Global | People Services

Join a dynamic financial services company in Brighton, where we prioritise collaboration and professional growth. As a Paraplanner, you'll benefit from a competitive salary and a supportive work culture that encourages continuous learning and development, making it an ideal environment for those looking to advance their careers while contributing to meaningful client financial strategies.
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Contact Detail:

RGH-Global | People Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner – Shape Client Financial Strategies in Brighton

Tip Number 1

Network like a pro! Reach out to your connections in the financial services industry, especially those who know about paraplanning. A friendly chat can lead to opportunities that aren’t even advertised yet.

Tip Number 2

Prepare for interviews by brushing up on your analytical skills and client communication techniques. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.

Tip Number 3

Showcase your experience! When you get the chance to speak with potential employers, highlight your past paraplanning roles and how you’ve supported financial advisers. Use specific examples to demonstrate your skills.

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 about their job search.

We think you need these skills to ace Paraplanner – Shape Client Financial Strategies in Brighton

Analytical Skills
Communication Skills
Task Management
Paraplanning Experience
Level 4 Diploma or Equivalent
Client Interaction
Advisory Services Support
Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your analytical prowess and client communication abilities!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how you can support our advisers. Keep it engaging and personal – we love to see your personality come through!

Showcase Your Skills: In your application, emphasise your ability to manage multiple tasks effectively. We’re looking for someone who can juggle various responsibilities while maintaining high-quality service, so give us examples of how you’ve done this in the past.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be all set!

How to prepare for a job interview at RGH-Global | People Services

Know Your Numbers

As a Paraplanner, you'll need to demonstrate your analytical skills. Brush up on financial concepts and be ready to discuss how you've used data to shape client strategies in the past. Prepare examples that showcase your ability to analyse and interpret financial information.

Master the Art of Communication

Effective communication is key in this role. Practice explaining complex financial concepts in simple terms. You might be asked to role-play a client meeting, so think about how you can convey information clearly and confidently.

Showcase Your Experience

With at least 2 years of paraplanning experience required, be prepared to discuss specific cases where you've supported financial advisers. Highlight your contributions and the outcomes of your work to illustrate your value.

Ask Insightful Questions

Interviews are a two-way street. Prepare thoughtful questions about the company's approach to client strategies and team collaboration. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Paraplanner – Shape Client Financial Strategies in Brighton
RGH-Global | People Services
Location: Brighton
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