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For Companies At a Glance
- Tasks: Analyse client information and create tailored financial solutions.
- Company: Reputable financial services firm in Newcastle upon Tyne.
- Benefits: Competitive salary up to £45,000, generous holidays, and hybrid work model.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: 3+ years of paraplanning experience and Level 4 diploma in regulated financial planning.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Newcastle upon Tyne is looking for a Paraplanner to provide essential analytical support. Responsibilities include analyzing client information, performing tax calculations, and constructing financial solutions.
The ideal candidate has strong technical knowledge, at least 3 years of paraplanning experience, and a Level 4 diploma in regulated financial planning.
This full-time role offers a hybrid work model with competitive benefits including a salary of up to £45,000 and generous holiday entitlements.
Hybrid Paraplanner – Client-Focused Financial Planning in Newcastle upon Tyne employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner – Client-Focused Financial Planning in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss tax calculations and financial solutions. We want you to shine when they ask about your experience!
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've successfully analysed client information in the past. This will demonstrate your value as a paraplanner and help you stand out from the crowd.
✨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 Hybrid Paraplanner – Client-Focused Financial Planning in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical knowledge. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
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. Keep it concise but impactful!
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your analytical skills and client-focused approach. We love seeing how you've tackled challenges in the past!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Saltus
✨Know Your Numbers
Make sure you brush up on your analytical skills and tax calculations before the interview. Being able to discuss specific examples of how you've used these skills in your previous roles will show that you're not just familiar with the concepts, but that you can apply them effectively.
✨Showcase Your Experience
With at least 3 years of paraplanning experience required, be ready to share detailed stories about your past roles. Highlight specific projects where you provided analytical support or constructed financial solutions, as this will demonstrate your capability and fit for the role.
✨Understand the Company Culture
Research the financial services firm and understand their values and client approach. This will help you tailor your answers to align with their culture, showing that you’re not only a technical fit but also a cultural one.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their hybrid work model or how they support professional development. It shows your interest in the role and helps you assess if the company is the right fit for you.
