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- Tasks: Support financial advisors by preparing reports and managing client portfolios.
- Company: Join a busy wealth management team with a focus on detail and proactivity.
- Benefits: 22 days holiday, pension contributions, and funded exams.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in paraplanning and a background in independent financial advice.
- Other info: Dynamic work environment with opportunities for professional development.
The predicted salary is between 30000 - 42000 £ per year.
Before applying for this role, please read the following information about this opportunity.
Do you have Paraplanning experience? Have you worked in an Independent Financial Advice firm previously? Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team?
Benefits:
- 22 days holiday plus bank holidays; office closed over Christmas.
- Pension contribution.
- Exams funded.
About the Company:
Our clients are seeking a detail-oriented and proactive Paraplanner.
Paraplanner in Surrey employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Brush up on your Paraplanning knowledge and be ready to discuss your experience in detail. We recommend practising common interview questions with a friend or even in front of the mirror.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your best work as a Paraplanner. Include case studies or examples of how you've added value in previous roles. This will help you stand out from the crowd!
✨Tip Number 4
Don't forget to apply through our website! It's the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Surrey
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 fits with the role, so don’t hold back on sharing your achievements and skills!
Tailor Your Application: Take a moment to customise your application for this specific role. Mention your experience in Independent Financial Advice firms and how it aligns with what we’re looking for at StudySmarter.
Be Detail-Oriented: Since we’re after a detail-oriented Paraplanner, ensure your application is free from typos and errors. A polished application shows us you pay attention to the little things, which is crucial in this role!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Paraplanning Stuff
Make sure you brush up on your paraplanning knowledge before the interview. Be ready to discuss your previous experience in detail, especially any specific cases you've worked on in an Independent Financial Advice firm. This will show that you’re not just familiar with the role but have practical insights to share.
✨Show Off Your Attention to Detail
As a detail-oriented role, it’s crucial to demonstrate your meticulousness during the interview. Bring examples of how you’ve caught errors or improved processes in your past roles. This will highlight your proactive nature and ability to contribute positively to the wealth management team.
✨Prepare Questions That Matter
Think of insightful questions to ask about the company and the team. Inquire about their approach to client relationships or how they support ongoing professional development, like exam funding. This shows you’re genuinely interested in the role and eager to grow within the company.
✨Practice Makes Perfect
Run through common interview questions with a friend or in front of the mirror. Focus on articulating your thoughts clearly and confidently. The more comfortable you are with your answers, the better you’ll come across during the actual interview.
