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- Tasks: Support Financial Planners with research and analysis to draft tailored recommendations.
- Company: Dynamic financial services company focused on wealth planning.
- Benefits: Competitive salary, extensive annual leave, hybrid working, and professional development.
- Why this job: Join a team where your expertise makes a real difference in clients' financial futures.
- Qualifications: Minimum 2 years Paraplanning experience and Level 4 qualification required.
- Other info: Enjoy a flexible work environment with great career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A financial services company is seeking a Paraplanner to support their Financial Planners through research and analysis of suitable products, and drafting recommendations. The successful candidate will need a minimum of 2 years Paraplanning experience and be qualified to Level 4 or above, with a detailed knowledge of pensions, investments, and estate planning.
This role offers hybrid working arrangements and an excellent range of benefits, including a competitive salary, extensive annual leave, and professional development opportunities.
Hybrid Paraplanner: Wealth Planning (12-Month FTC) in Amersham employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Wealth Planning (12-Month FTC) in Amersham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. 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 those interviews! Brush up on your knowledge of pensions, investments, and estate planning. We want you to be able to showcase your expertise and how it aligns with what the company is looking for.
✨Tip Number 3
Don’t just apply anywhere—focus on companies that resonate with you! Check out our website for opportunities that match your skills and values. Tailor your approach to show why you’re the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Hybrid Paraplanner: Wealth Planning (12-Month FTC) in Amersham
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your Paraplanning experience in your application. We want to see how your 2+ years of experience and Level 4 qualifications make you the perfect fit for this role.
Tailor Your Recommendations: When drafting your application, think about how you can support our Financial Planners. Share examples of your research and analysis skills, especially in pensions, investments, and estate planning.
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points if necessary to make it easy for us to see your key skills and experiences.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and estate planning. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you’re serious about the role.
✨Showcase Your Experience
With a minimum of 2 years Paraplanning experience required, be ready to discuss your previous roles in detail. Prepare examples of how you've supported Financial Planners and the impact your research and analysis had on their recommendations.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to wealth planning and how they support their Paraplanners. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Embrace the Hybrid Model
Since this role offers hybrid working arrangements, be prepared to discuss how you manage your time and productivity in both remote and office settings. Highlight any previous experience you have with hybrid work to demonstrate your adaptability.
