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- Tasks: Support financial planners by preparing reports and research on financial products.
- Company: Reputable financial planning firm with a strong team culture.
- Benefits: Salary between £35,000-£50,000, quarterly bonuses, and comprehensive benefits.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: CII Level 4 diploma and 2-3 years of paraplanning experience required.
- Other info: Enjoy a hybrid work environment with opportunities for professional growth.
The predicted salary is between 35000 - 50000 £ per year.
A reputable financial planning firm in the UK is seeking an experienced Paraplanner to join their team. The role offers a hybrid work environment, requiring a minimum of 2-3 days in the office.
Candidates should possess:
- Strong technical knowledge of financial products
- CII Level 4 diploma
- 2-3 years of paraplanning experience
The salary ranges from £35,000 to £50,000, along with a performance-related quarterly bonus and comprehensive benefits.
Hybrid Senior Paraplanner for Wealth Planning employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Senior Paraplanner for Wealth Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on openings!
✨Tip Number 2
Prepare for those interviews! Brush up on your technical knowledge of financial products and be ready to discuss your paraplanning experience. We want you to shine and show them why you're the perfect fit for their team.
✨Tip Number 3
Don’t forget to showcase your CII Level 4 diploma! Make sure to highlight this qualification during your conversations. It’s a key asset that sets you apart from other candidates.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application. Plus, it shows you're serious about joining the team. Let's get you that dream job in wealth planning!
We think you need these skills to ace Hybrid Senior Paraplanner for Wealth Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical knowledge of financial products. We want to see how your skills align with the role, so don’t be shy about showcasing your CII Level 4 diploma!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our hybrid Senior Paraplanner role. Share specific examples from your past that demonstrate your expertise and passion for financial planning.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, so avoid jargon unless it’s relevant to the role. Remember, we’re looking for clarity in your written application!
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 submit your materials!
How to prepare for a job interview at Saltus
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial products. Be prepared to discuss how they work and their benefits, as this will show your technical expertise and understanding of the industry.
✨Showcase Your Paraplanning Experience
Prepare specific examples from your past paraplanning roles that highlight your skills and achievements. This could include successful client outcomes or innovative solutions you've provided, which will demonstrate your value to the firm.
✨Understand the Company Culture
Research the firm's values and culture before the interview. Being able to articulate why you want to work there and how you align with their mission can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company is the right fit for you, especially regarding the hybrid work environment.
