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- Tasks: Support advisers by maintaining client records and preparing reports in a fast-paced environment.
- Company: Leading financial advice firm in Swindon with a focus on inclusion and individuality.
- Benefits: Hybrid work model, dynamic team culture, and opportunities for professional growth.
- Why this job: Join a vibrant team and make a real difference in financial planning.
- Qualifications: CII Level 4 Diploma in Financial Planning and knowledge of the financial services market.
- Other info: Embrace a culture that values your unique contributions.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial advice firm in Swindon is seeking an experienced Paraplanner to support advisers and deliver efficient service. In this hybrid role, you will maintain client records, prepare reports, and provide research in a fast-paced environment.
Applicants need a sound knowledge of the financial services market and attainment of CII Level 4 Diploma in Financial Planning. Join a dynamic team that values individuality and promotes a culture of inclusion.
Paraplanner - Hybrid Role in Financial Planning in Swindon employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid Role in Financial Planning in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services 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 knowledge of the financial services market. Be ready to discuss recent trends and how they impact clients. This shows you're not just qualified, but genuinely interested in the field.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it counts.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to us. Plus, it shows you're keen on joining our dynamic team that values individuality and inclusion.
We think you need these skills to ace Paraplanner - Hybrid Role in Financial Planning in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your knowledge of the financial services market and any relevant qualifications, like the CII Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've supported advisers and delivered efficient service in previous roles.
Showcase Your Research Skills: Since this role involves providing research, mention any tools or methods you’ve used to gather and analyse financial data. We love seeing how you approach problem-solving!
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 don’t miss out on any important updates from our team.
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services market. Be ready to discuss recent trends, regulations, and how they impact clients. This shows that you're not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully maintained client records or prepared reports. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your contributions.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm’s culture and operations. Ask about their approach to client service or how they support their advisers. This demonstrates your enthusiasm for joining their dynamic team.
✨Emphasise Your Qualifications
Since the role requires a CII Level 4 Diploma in Financial Planning, be ready to discuss how your qualifications have equipped you for this position. Highlight any additional training or certifications that make you stand out as a candidate.
