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- Tasks: Support advisers and clients by analysing information and creating financial solutions.
- Company: Award-winning financial planning firm in Bath with a collaborative culture.
- Benefits: Competitive salary up to £50,000, performance-related bonus, and hybrid working options.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning and strong technical knowledge.
- Other info: Great opportunity for growth in a supportive environment.
The predicted salary is between 30000 - 70000 £ per year.
An award-winning financial planning firm in Bath is seeking a Paraplanner to provide essential support to advisers and clients. You will analyze client information, perform tax calculations, and create detailed financial solutions.
The ideal candidate should hold a CII Level 4 Diploma in Regulated Financial Planning and possess strong technical knowledge.
This role offers a competitive salary of up to £50,000 per year, a performance-related bonus, and a collaborative work culture, with hybrid working available.
Paraplanner - Hybrid, Growth & Bonus Potential in Bath employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid, Growth & Bonus Potential in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who work at firms you admire. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or case studies that highlight your analytical abilities and technical knowledge. This will help you stand out as a candidate who can deliver real value.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Paraplanner - Hybrid, Growth & Bonus Potential in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your CII Level 4 Diploma and any relevant experience in financial planning. We want to see how your skills match what we're looking for!
Showcase Your Technical Knowledge: In your application, don’t shy away from showcasing your technical knowledge. Mention specific tools or methodologies you’ve used in tax calculations or financial analysis. This will help us see your expertise in action!
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 for the role!
Apply Through Our Website: We encourage you to apply 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. Let’s get started on this journey together!
How to prepare for a job interview at Saltus
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss tax calculations and how you would analyse client information. This shows that you’re not just qualified, but also genuinely interested in the role.
✨Showcase Your Experience
Think of specific examples from your past work where you've successfully supported advisers or clients. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your skills effectively.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm’s approach to financial planning or their hybrid working culture. This not only shows your interest in the company but also helps you gauge if it’s the right fit for you.
✨Dress the Part
Even if the interview is virtual, dress professionally. It sets the tone for the meeting and shows that you take the opportunity seriously. Plus, it can boost your confidence during the interview!
