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- Tasks: Support Financial Planners by researching and preparing compliant recommendations for high net worth clients.
- Company: Leading financial planning firm in the UK with a focus on client service.
- Benefits: Hybrid working, extensive benefits, and career development opportunities.
- Why this job: Join a dynamic team and make a real difference in wealth planning.
- Qualifications: Minimum 2 years of Paraplanning experience and Level 4 qualification or higher.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in the UK seeks a Paraplanner to support Financial Planners with seamless client service. Candidates should have a minimum of 2 years of Paraplanning experience and a Level 4 qualification or higher in relevant fields.
The position includes hybrid working, extensive benefits, and career development opportunities.
Successful paraplanners will research, analyze, and prepare compliant recommendations to assist Wealth Planners in managing high net worth clients.
Paraplanner - Wealth Planning Specialist (Hybrid) in Bath employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wealth Planning Specialist (Hybrid) in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re a leading firm in wealth planning. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance, highlight your Paraplanning experience and any relevant qualifications. We want to see how you can bring value to the team, so be ready to discuss specific examples of your work with high net worth clients.
✨Tip Number 4
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 directly with us. Don’t miss out on this opportunity to join a fantastic team!
We think you need these skills to ace Paraplanner - Wealth Planning Specialist (Hybrid) in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and relevant qualifications. 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 Your Research Skills: As a Paraplanner, research is key. In your application, mention specific examples where your analytical skills made a difference. 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’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your Paraplanning knowledge. Understand the latest regulations and compliance requirements in the financial planning sector. Being able to discuss recent changes or trends will show that you're not just qualified, but also passionate about the field.
✨Showcase Your Experience
Prepare specific examples from your past two years of experience that highlight your skills in research, analysis, and client service. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewers to see how you can add value to their team.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth planning and how they support their paraplanners. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Emphasise Your Soft Skills
While technical skills are crucial, don't forget to highlight your communication and interpersonal skills. Discuss how you've successfully collaborated with Financial Planners or clients in the past, as these soft skills are essential for providing seamless client service.
