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- Tasks: Produce suitability reports and assist with client administration in a supportive role.
- Company: Reputable financial advisory firm in Preston with a strong focus on career development.
- Benefits: Competitive salary, flexible hours, and funded study support for your growth.
- Why this job: Kickstart your career in finance with hands-on experience and professional development.
- Qualifications: Background in financial services and knowledge of pensions and investments.
- Other info: Join a dynamic team that values work-life balance and personal growth.
The predicted salary is between 28000 - 35000 £ per year.
A reputable financial advisory firm in Preston is seeking a Paraplanner to produce suitability reports and assist in client administration. The ideal candidate will have a background in financial services, particularly in a trainee or support role, with good knowledge of financial products like pensions and investments.
The firm offers a competitive salary between £28K to £35K, generous benefits including flexible hours, and funded study support for career progression.
Junior Paraplanner with Study Support & Flexible Hours in Preston employer: Serata Search (UK) Ltd
Contact Detail:
Serata Search (UK) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner with Study Support & Flexible Hours in Preston
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning and financial products. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for financial services! During interviews, share your enthusiasm for helping clients and your eagerness to learn. This can set you apart from other candidates who might have similar qualifications.
✨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 Junior Paraplanner with Study Support & Flexible Hours in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially any trainee or support roles. We want to see how your background aligns with the Junior Paraplanner position, so don’t be shy about showcasing your knowledge of financial products like pensions and investments!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our team. We love seeing genuine enthusiasm, so let your personality come through while keeping it professional.
Showcase Your Skills: In your application, highlight any relevant skills that make you a great fit for the role. Whether it's your attention to detail in producing reports or your organisational skills in client administration, we want to know what makes you stand out!
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 get all the latest updates about your application status. Plus, it’s super easy!
How to prepare for a job interview at Serata Search (UK) Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions and investments. Being able to discuss these confidently will show the interviewers that you’re serious about the role and understand the industry.
✨Prepare Suitability Reports
Since the role involves producing suitability reports, it’s a good idea to familiarise yourself with what these entail. You could even prepare a mock report to demonstrate your understanding during the interview.
✨Highlight Your Support Experience
If you’ve worked in a trainee or support role before, be ready to share specific examples of how you’ve assisted clients or colleagues. This will help illustrate your ability to contribute effectively in a paraplanning capacity.
✨Ask About Study Support
Don’t hesitate to ask questions about the funded study support they offer. This shows your eagerness for career progression and that you’re looking to grow within the company, which is something they value.
