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- Tasks: Support financial planners by preparing reports and managing client portfolios.
- Company: Dynamic financial services firm based in Cardiff with a supportive team.
- Benefits: Generous holiday, private medical insurance, and contributory pension scheme.
- Why this job: Join a hybrid role and make a difference in clients' financial futures.
- Qualifications: Experience in Paraplanning and familiarity with Intelligent Office and FE Analytics.
- Other info: Great opportunity for career growth in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
Do you have Paraplanning experience?
Do you have experience using Intelligent Office and FE Analytics?
Are you looking for a hybrid full time Paraplanner role in Cardiff?
Benefits:
- Contributory pension scheme (with salary exchange)
- Non-contributory death in service cover
- Non-contributory income protection scheme
- Private medical insurance (after a 6-month qualifying period)
- 33 days holiday, including
Paraplanner in Newport employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newport
✨Tip Number 1
Make sure you know your stuff! Brush up on your Paraplanning experience and be ready to chat about how you've used Intelligent Office and FE Analytics. We want to see that you're not just ticking boxes but genuinely know your way around these tools.
✨Tip Number 2
Network like a pro! Reach out to people in the industry, attend events, or join online forums. We can help you connect with others who might have leads on hybrid roles in Cardiff, so don’t hesitate to tap into our resources.
✨Tip Number 3
Prepare for those tricky interview questions! Think about how you can demonstrate your skills and experiences related to the job description. We suggest practising with a friend or using mock interviews to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate candidates like you, so don’t miss out on the chance to stand out!
We think you need these skills to ace Paraplanner in Newport
Some tips for your application 🫡
Show Off Your Paraplanning Experience: Make sure to highlight any relevant paraplanning experience you have. We want to see how your background aligns with the role, so don’t hold back on showcasing your skills!
Familiarity with Tools is Key: If you've used Intelligent Office and FE Analytics, let us know! Mentioning your experience with these tools can really set you apart from other candidates.
Tailor Your Application: Take a moment to tailor your application to the job description. We love seeing candidates who take the time to connect their experiences with what we’re looking for in a Paraplanner.
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 get to know you better!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Paraplanning Stuff
Make sure you brush up on your paraplanning experience. Be ready to discuss specific cases you've worked on and how you've used Intelligent Office and FE Analytics in your previous roles. This shows you're not just familiar with the tools, but you know how to leverage them effectively.
✨Research the Company
Take some time to learn about the company you're interviewing with. Understand their values, culture, and any recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare for Hybrid Work Questions
Since this role is hybrid, be prepared to discuss how you manage your time and productivity when working remotely. Think of examples where you've successfully balanced remote work with collaboration and communication.
✨Highlight Your Benefits Knowledge
Familiarise yourself with the benefits mentioned in the job description, like the contributory pension scheme and private medical insurance. Being able to discuss these shows that you’re not only interested in the role but also in what the company offers its employees.
