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For Companies At a Glance
- Tasks: Support Financial Advisors with research, analysis, and report writing for high-net-worth clients.
- Company: Join a values-driven, independently owned financial planning firm with over 30 years of experience.
- Benefits: Enjoy a salary of £45,000 - £60,000, 10% pension contribution, and 25 days holiday plus bank holidays.
- Why this job: Be part of a loyal team focused on delivering quality financial planning and building strong client relationships.
- Qualifications: Must have Level 4 Diploma in Financial Planning and strong technical expertise; Chartered status preferred.
- Other info: Office-based role with no evening or weekend work, fostering a collaborative and valued work environment.
The predicted salary is between 39000 - 52000 £ per year.
Join to apply for the Paraplanner role at Sahasraa Solutions
1 week ago Be among the first 25 applicants
Join to apply for the Paraplanner role at Sahasraa Solutions
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing.
You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Paraplanner Requirements
- You must be an experienced Paraplanner with strong technical expertise
- You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status
- Our client is focused on values driven individuals who are motivated by delivering great service to clients
Paraplanner Benefits
- Competitive salary to be discussed at interview
- Office based role
- No evenings or weekends work
- Loyal team who enjoy working together and being valued for their input
Locations
Maidstone
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Paraplanner employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the values and mission of Sahasraa Solutions. Since they are a values-driven firm, demonstrating your alignment with their ethos during any conversations can set you apart from other candidates.
✨Tip Number 2
Network within the financial planning community, especially with professionals who have experience in holistic financial planning for high-net-worth clients. This can provide you with insights and potentially valuable connections that may help you in the application process.
✨Tip Number 3
Prepare to discuss specific examples of your technical expertise and how you've successfully supported Financial Advisors in the past. Being able to articulate your contributions clearly will demonstrate your capability for the role.
✨Tip Number 4
Stay updated on current trends and regulations in financial planning. Showing that you are knowledgeable about the latest developments can impress the hiring team and highlight your commitment to professional growth.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the skills required, such as research, analysis, and report writing, to tailor your application accordingly.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Financial Planning and any progress towards Chartered status. Emphasise your technical expertise and experience in financial planning to align with the company's values.
Showcase Your Values: Since the firm is values-driven, reflect on how your personal values align with theirs. Use specific examples from your past experiences that demonstrate your commitment to delivering excellent client service.
Craft a Compelling Cover Letter: Write a tailored cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention why you want to work with Sahasraa Solutions and how you can contribute to their mission.
How to prepare for a job interview at Sahasraa Solutions
✨Showcase Your Technical Expertise
As a Paraplanner, your technical skills are crucial. Be prepared to discuss your experience with complex financial planning and demonstrate your knowledge of relevant regulations and best practices.
✨Emphasise Client-Centric Values
Since the firm values client relationships, highlight your commitment to delivering excellent service. Share examples of how you've prioritised client needs in your previous roles.
✨Prepare for Research and Analysis Questions
Expect questions that assess your analytical skills. Be ready to discuss your approach to conducting research and how you translate findings into actionable recommendations for clients.
✨Demonstrate Team Collaboration
The role involves working closely with Financial Advisors and support staff. Share experiences that showcase your ability to collaborate effectively within a team to achieve common goals.
