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- Tasks: Prepare clear, compliant reports and maintain accurate client records.
- Company: Established financial planning firm with a professional, team-oriented culture.
- Benefits: Flexible hours and opportunities for career growth.
- Why this job: Join a supportive team and advance your career in finance.
- Qualifications: At least one year of paraplanning experience and strong report writing skills.
- Other info: Dynamic environment with a focus on professional development.
The predicted salary is between 28800 - 43200 £ per year.
A well-established financial planning firm in the UK is looking for an experienced Paraplanner to prepare clear, compliant suitability reports and maintain accurate client records supporting advisers. The ideal candidate will have at least one year of experience in a similar role and excellent report writing skills. This position offers flexible working hours and career progression opportunities within a professional, team-oriented environment.
Paraplanner | Flexible Hours + Career Growth in Leicester employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner | Flexible Hours + Career Growth in Leicester
✨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 report writing skills. Since this role requires excellent report writing, practice explaining complex financial concepts clearly and concisely. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for opportunities that offer flexible hours and growth potential. Tailor your approach to show how you can contribute to their team-oriented environment.
✨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 Paraplanner | Flexible Hours + Career Growth in Leicester
Some tips for your application 🫡
Show Off Your Report Writing Skills: Since the role requires excellent report writing skills, make sure to highlight any relevant experience in your application. We want to see how you can prepare clear and compliant suitability reports, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for this specific role. Mention your experience as a Paraplanner and how it aligns with what we’re looking for. This shows us you’re genuinely interested in joining our team.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, especially when it comes to client records and reports. Make it easy for us to see your qualifications and experience.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important details about the role!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specifics of paraplanning. Familiarise yourself with compliance regulations and report writing standards, as these will likely come up in the interview.
✨Showcase Your Experience
Prepare to discuss your previous roles and how they relate to the position. Have examples ready that highlight your report writing skills and your ability to maintain accurate client records. This will demonstrate your suitability for the role.
✨Ask Smart Questions
Think of insightful questions to ask about the firm’s approach to financial planning and team dynamics. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
✨Emphasise Flexibility and Growth
Since the job offers flexible hours and career growth, be prepared to discuss how you manage your time effectively and your aspirations for professional development. This aligns with what the firm is looking for in a candidate.
