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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 - 54000 £ 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
- Constructing financial solutions
The ideal candidate has:
- Strong technical knowledge
- At least 3 years of paraplanning experience
- 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.
Senior Paraplanner — Hybrid, Client Solutions & Reports in Newcastle upon Tyne employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — Hybrid, Client Solutions & Reports 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 insider info or even a referral!
✨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 during interviews. Bring examples of how you've tackled complex client information in the past. We love seeing real-life applications of your expertise!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates like you!
We think you need these skills to ace Senior Paraplanner — Hybrid, Client Solutions & Reports in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning and financial analysis. We want to see how your skills match the job description, so don’t be shy about showcasing your Level 4 diploma and any specific projects you've worked on.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share your passion for financial services and how your analytical skills can contribute to our team at StudySmarter.
Showcase Your Technical Knowledge: Since the role requires strong technical knowledge, make sure to mention any relevant software or tools you’re proficient in. We love candidates who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Saltus
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially tax calculations and financial solutions. Be prepared to discuss specific examples from your past experience where you've successfully analysed client information and constructed tailored financial plans.
✨Showcase Your Technical Skills
Since the role requires strong technical knowledge, be ready to demonstrate your expertise. Bring along any relevant certifications or qualifications, like your Level 4 diploma, and be prepared to explain how they apply to the role you're interviewing for.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think of situations where you had to analyse complex client data or resolve issues in financial planning. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client solutions or how they support their paraplanners in professional development. This shows you’re not just interested in the job, but also in growing with the company.
