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- Tasks: Support Financial Planners and prepare compliant recommendations in a hybrid role.
- Company: Leading financial planning firm in the UK with a strong reputation.
- Benefits: Competitive salary, employee benefits, and potential for permanent position.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Minimum 2 years of Paraplanning experience and Level 4 qualification.
- Other info: Flexible working environment with opportunities for career growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in the UK is seeking an experienced Paraplanner for a hybrid role that combines home and office working. This is a 12-month fixed-term contract with potential for permanence. The successful candidate will provide vital support to Financial Planners, prepare compliant recommendations, and maintain strong client relations.
A minimum of 2 years of Paraplanning experience, along with a Level 4 qualification, is required. You will enjoy a competitive salary and various employee benefits.
Hybrid Paraplanner - Wealth Planning Specialist in Belfast employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner - Wealth Planning Specialist in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector 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 interviews by brushing up on your technical knowledge and client management skills. We recommend practising common interview questions related to paraplanning and having examples ready that showcase your experience and qualifications.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that hybrid Paraplanner position! We make it easy for you to showcase your skills and experience directly to the hiring team, so don’t miss out!
We think you need these skills to ace Hybrid Paraplanner - Wealth Planning Specialist in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and Level 4 qualification. We want to see how your skills align 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 explain why you’re the perfect fit for our hybrid Paraplanner role. Share your passion for financial planning and how you can support our Financial Planners.
Showcase Your Client Relations Skills: Since maintaining strong client relations is key, include examples of how you've successfully managed client interactions in the past. We love to see how you build trust and rapport!
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your Paraplanning knowledge and the specific requirements of the role. Familiarise yourself with financial regulations and compliance standards, as you'll need to demonstrate your expertise in preparing compliant recommendations.
✨Showcase Your Experience
Be ready to discuss your previous Paraplanning roles and how they relate to this position. Prepare examples of how you've supported Financial Planners and maintained client relations, as these are key aspects of the job.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth planning and client management. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
✨Dress for Success
Even if the role is hybrid, make sure to dress professionally for the interview. First impressions matter, and looking the part can help convey your seriousness about the opportunity.
