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- Tasks: Create financial reports and ensure compliance while enhancing client experiences.
- Company: Dynamic financial services firm with a supportive culture.
- Benefits: Up to 15% pension contribution, generous holidays, and a range of perks.
- Why this job: Make a real difference in clients' financial journeys with autonomy and support.
- Qualifications: Experience in paraplanning and strong knowledge of pensions, investments, and taxation.
- Other info: Great opportunities for personal growth in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in the UK seeks a Paraplanner to produce financial reports and ensure compliance with regulatory requirements. The ideal candidate will have paraplanning experience and be technically proficient across pensions, investments, and taxation.
The firm offers autonomy, a supportive culture, and numerous benefits, including a pension contribution of up to 15% and generous holiday entitlements.
If you are passionate about enhancing client experiences and helping individuals with their financial plans, this position is perfect for you.
Autonomous Paraplanner for Wealth Planning & Client Impact employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Autonomous Paraplanner for Wealth Planning & Client Impact
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for paraplanning roles. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you're well-versed in pensions, investments, and taxation, as these are key areas for the role. We recommend practising common interview questions and scenarios related to client impact and compliance.
✨Tip Number 3
Showcase your passion for enhancing client experiences! During interviews, share examples of how you've positively impacted clients in the past. This will demonstrate that you're not just about numbers but also about making a real difference in people's financial lives.
✨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 engage with us directly. So, get your application in and let’s make it happen!
We think you need these skills to ace Autonomous Paraplanner for Wealth Planning & Client Impact
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical skills in pensions, investments, and taxation. We want to see how your background aligns with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for enhancing client experiences and how you can contribute to our supportive culture. Keep it engaging and personal – we love to see your personality come through!
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience or knowledge you have regarding regulatory requirements. We’re looking for someone who understands the importance of compliance in financial planning.
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 you’ll be on your way!
How to prepare for a job interview at Schroders Personal Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and taxation. The firm is looking for someone technically proficient, so be ready to discuss specific regulations and compliance requirements in detail.
✨Showcase Your Experience
Prepare examples from your past paraplanning roles that highlight your skills and successes. Think about how you've enhanced client experiences and contributed to financial planning, as this will resonate well with the firm's focus.
✨Emphasise Autonomy
Since the role offers a lot of autonomy, be prepared to discuss how you manage your workload independently. Share instances where you've taken initiative or made decisions that positively impacted clients or processes.
✨Cultural Fit Matters
The firm prides itself on a supportive culture, so convey your enthusiasm for teamwork and collaboration. Be ready to talk about how you’ve worked well with others in the past and how you can contribute to a positive work environment.
