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- Tasks: Support financial planning by producing letters and managing compliance paperwork.
- Company: Established financial planning firm in North Somerset with a supportive team.
- Benefits: Salary between £28,000 to £32,000, hybrid work, and generous annual leave.
- Why this job: Join a dynamic team and gain valuable experience in financial planning.
- Qualifications: Experience in a financial planning firm and knowledge of financial products.
- Other info: Enjoy a flexible working model with opportunities for growth.
The predicted salary is between 28000 - 32000 £ per year.
A long-established financial planning firm in North Somerset is seeking a Paraplanning Administrator to enhance their support staff team. You will assist in producing suitability letters, manage compliance paperwork, and handle new business servicing.
The ideal candidate has experience within a financial planning firm and knowledge of financial products.
Benefits include:
- A salary of £28,000 to £32,000
- A hybrid working model with up to 2 days from home
- Generous annual leave offerings
Hybrid Paraplanning Administrator: Financial Planning Support in Bristol employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanning Administrator: Financial Planning Support in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for opportunities, and who knows? They might just point you towards that perfect Paraplanning Administrator role.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of financial products and compliance paperwork. We want you to feel confident discussing suitability letters and new business servicing when you sit down with potential employers.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your experience in financial planning. This can really set you apart from other candidates and give you an edge in the hiring process.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like the Hybrid Paraplanning Administrator. Plus, we’re always here to support you in your job search journey!
We think you need these skills to ace Hybrid Paraplanning Administrator: Financial Planning Support in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant skills. We want to see how your background aligns with the role of a Paraplanning Administrator, so don’t hold back on showcasing your knowledge of financial products!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: As a Paraplanning Administrator, attention to detail is key. In your application, highlight any experiences where you’ve had to manage compliance paperwork or produce documents like suitability letters. We want to know you can handle the nitty-gritty!
Apply Through Our Website: We encourage you to apply directly 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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss different types of investments, pensions, and insurance will show that you’re not just familiar with the terminology but can also apply it in real-world scenarios.
✨Prepare for Compliance Questions
Since compliance paperwork is a key part of the role, be ready to answer questions about regulatory requirements and best practices. Familiarise yourself with relevant regulations and think of examples from your past experience where you ensured compliance.
✨Showcase Your Administrative Skills
Highlight your organisational skills and attention to detail during the interview. Prepare examples of how you've managed paperwork or streamlined processes in previous roles, as this will demonstrate your capability to handle the administrative aspects of the job effectively.
✨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 paraplanning, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
