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- Tasks: Join our team as a Paraplanner, supporting financial advisers with client planning and research.
- Company: Templegate Recruitment specializes in connecting talent with financial services opportunities.
- Benefits: Enjoy competitive salary, hybrid work, bonuses, pension contributions, and exclusive memberships.
- Why this job: This role offers growth, teamwork, and the chance to make a real impact in financial planning.
- Qualifications: Experience in financial services and a Level 4 Diploma in Regulated Financial Planning are essential.
- Other info: Apply now to explore this exciting opportunity and advance your career in finance!
The predicted salary is between 24000 - 36000 £ per year.
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title : Paraplanner
Location: Derby
Benefits : Competitive salary, Progression, Hybrid working ,Bonus which averages 15% salary over the last few years, 5% pension contribution and salary sacrifice, Perkbox & Costco Membership
Salary: £30,000 ~ £42,000 Depending on experience.
About the Role:
We are seeking an experienced and dedicated Parapl…
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
Familiarize yourself with the specific financial planning tools mentioned in the job description, such as Intelligent Office and Truth. Having hands-on experience or knowledge of these platforms can set you apart during the interview process.
✨Tip Number 2
Stay updated on the latest regulatory changes and industry developments. Being able to discuss recent trends or changes in regulations during your interview will demonstrate your commitment to the field and your proactive approach.
✨Tip Number 3
Prepare to showcase your organizational skills and ability to manage multiple tasks effectively. Think of examples from your past experience where you successfully juggled various responsibilities, as this is crucial for the Paraplanner role.
✨Tip Number 4
Highlight your commitment to continuous personal and professional development. Mention any relevant courses or certifications you are pursuing, as this aligns with the company's values and shows your dedication to growth in the financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner or in a similar role within financial services. Emphasize your understanding of financial planning principles and any relevant qualifications.
Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and organizational skills. Mention specific experiences where you supported financial advisers and how you managed client relationships effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency with financial planning tools and platforms. Mention any experience with cash flow modeling and your ability to stay updated on regulatory changes.
Showcase Continuous Development: Demonstrate your commitment to personal and professional growth by mentioning any ongoing education or additional industry qualifications you are pursuing, such as the Level 4 Diploma in Regulated Financial Planning.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial planning principles and products. Highlight any relevant experience you have in preparing suitability reports and conducting fund research, as this will demonstrate your capability to support financial advisers effectively.
✨Demonstrate Attention to Detail
Since the role requires a high level of detail orientation, be ready to provide examples of how you've managed complex tasks or projects in the past. Discuss how you ensure accuracy in documentation and compliance with regulatory requirements.
✨Highlight Your Communication Skills
Excellent written and verbal communication is crucial for a Paraplanner. Prepare to share instances where you've successfully communicated complex information to clients or colleagues, and how you handle queries from clients and providers.
✨Emphasize Your Proactive Attitude
The ideal candidate is a team player with a proactive approach. Be ready to discuss how you've taken initiative in previous roles, whether it's improving internal processes or supporting your team in achieving goals. This will show that you're not just reactive but also forward-thinking.
