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- Tasks: Support the Director and manage daily operations in a financial planning firm.
- Company: Join a well-established financial planning firm with a close-knit team.
- Benefits: Enjoy a competitive salary of up to £50,000 based on experience.
- Why this job: Be part of a dynamic team and make a real impact in financial services.
- Qualifications: Experience in paraplanning or practice management is essential.
- Other info: This is a senior role with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial planning firm is seeking a highly experienced and proactive Paraplanner / Practice Manager to join its close-knit team. This is a senior position supporting the Director and playing a key role in the day-to-day operations.
Location: Amersham
Salary: Up to £50,000 dependant on experience
Paraplanner employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about job openings.
✨Tip Number 2
Research the specific financial planning firm you're interested in. Understand their values, services, and client base, so you can tailor your conversations and demonstrate how your experience aligns with their needs.
✨Tip Number 3
Prepare to discuss your previous experience in detail during interviews. Be ready to share specific examples of how you've supported financial advisors or managed client relationships effectively.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services sector. This knowledge will not only help you in interviews but also show your commitment to the profession and your proactive approach.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities and requirements for the Paraplanner position. Tailor your application to highlight relevant experience and skills that align with what the company is looking for.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in financial planning, paraplanning, and any managerial roles. Use bullet points for clarity and focus on achievements that demonstrate your capability in supporting senior management.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Highlight your proactive approach and how your experience can contribute to the team. Be sure to mention any specific skills or qualifications that make you a strong candidate.
Proofread Your Application: Before submitting, take the time to proofread your CV and cover letter. Look for any spelling or grammatical errors, and ensure that your documents are formatted professionally. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Planning Basics
As a Paraplanner, you need to demonstrate a solid understanding of financial planning principles. Brush up on key concepts and be ready to discuss how they apply to real-world scenarios.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they relate to the responsibilities of this position. Highlight specific examples where you've successfully supported financial advisors or managed client portfolios.
✨Ask Insightful Questions
Interviews are a two-way street. Prepare thoughtful questions about the firm's approach to financial planning and how they support their team. This shows your genuine interest in the role and the company.
✨Demonstrate Proactivity
Since this role requires a proactive mindset, be ready to share instances where you've taken initiative in your previous positions. Discuss how you can bring that same energy to support the Director and the team.
