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- Tasks: Support Financial Planners by researching and preparing compliant recommendations.
- Company: Leading wealth management firm in the UK with a focus on client experience.
- Benefits: Competitive salary, hybrid working, generous pension scheme, and professional development support.
- Why this job: Join a dynamic team and enhance your skills in a rewarding wealth management environment.
- Qualifications: At least 2 years of Paraplanning experience and Level 4 qualification or above.
- Other info: Great opportunity for career growth in a supportive workplace.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm in the UK is seeking a Paraplanner to provide vital support to Financial Planners. This role involves researching and preparing compliant recommendations, facilitating a high-quality client experience.
Applicants should have at least 2 years of Paraplanning experience and be qualified to Level 4 or above. The position offers hybrid working, a competitive salary, and an impressive range of employee benefits, including a generous pension scheme and support for professional development.
Hybrid Paraplanner – 12-Month FTC in Wealth Planning in Leeds employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner – 12-Month FTC in Wealth Planning in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management 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 interaction skills. We recommend practising common interview questions related to paraplanning and being ready to discuss your experience with compliant recommendations.
✨Tip Number 3
Showcase your passion for professional development! Highlight any additional qualifications or courses you've taken that relate to wealth planning. This will demonstrate your commitment to growth and make you stand out as a candidate.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team in this exciting Paraplanner role.
We think you need these skills to ace Hybrid Paraplanner – 12-Month FTC in Wealth Planning in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 qualification and any relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how you can contribute to our team. Keep it engaging and personal – we love getting to know the real you!
Showcase Your Research Skills: Since the role involves researching and preparing recommendations, include examples of how you've successfully conducted research in your previous roles. We’re keen to see your analytical side and how you approach problem-solving!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. 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 the latest compliance regulations and financial products, as you'll need to demonstrate your expertise during the interview.
✨Showcase Your Experience
Prepare examples from your past 2 years of experience that highlight your skills in researching and preparing recommendations. Be ready to discuss how you've contributed to a high-quality client experience in previous roles.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth management 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.
✨Emphasise Professional Development
Since the position offers support for professional development, be sure to mention your commitment to continuous learning. Discuss any relevant qualifications or courses you're considering, and how they align with the firm's goals.
