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- Tasks: Support Financial Planners by conducting research and drafting recommendations.
- Company: Dynamic financial services firm with a supportive work culture.
- Benefits: Competitive salary, extensive benefits, and career growth opportunities.
- Why this job: Blend home and office work while making a real impact in wealth planning.
- Qualifications: At least two years' experience in paraplanning and Level 4 qualification or above.
- Other info: Join a team that values your growth and development in the finance sector.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm is seeking a Paraplanner for a hybrid role blending home and office work. This position supports Financial Planners by conducting research, drafting recommendations, and ensuring compliance.
The ideal candidate will have at least two years' experience in paraplanning and be qualified to Level 4 or above.
The firm offers a competitive salary, extensive benefits, and a supportive work environment that promotes career growth.
Hybrid Paraplanner - Wealth Planning Specialist (12-Month) in Birmingham 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 (12-Month) in Birmingham
✨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! Research the firm thoroughly, especially their approach to wealth planning. Be ready to discuss how your experience aligns with their needs and how you can contribute to their supportive work environment.
✨Tip Number 3
Showcase your skills! During interviews, highlight your paraplanning experience and any Level 4 qualifications you have. Use specific examples of how you've conducted research and drafted recommendations to demonstrate your expertise.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Hybrid Paraplanner - Wealth Planning Specialist (12-Month) in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 or above qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this hybrid role. Share specific examples of how you’ve supported Financial Planners in the past and what you can bring to our team.
Showcase Your Research Skills: Since the role involves conducting research and drafting recommendations, make sure to mention any relevant projects or experiences. We love seeing candidates who can demonstrate their analytical skills and attention to detail!
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 this exciting opportunity. Plus, it’s super easy!
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 these will likely come up during the interview.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning roles in detail. Highlight specific projects where you conducted research or drafted recommendations, and be ready to explain how your experience aligns with what the firm is looking for.
✨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 Financial Planners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Demonstrate Your Team Spirit
Since this is a hybrid role, emphasise your ability to work both independently and collaboratively. Share examples of how you've successfully worked in teams and adapted to different working environments, showcasing your flexibility and communication skills.
