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- Tasks: Support financial advisers in delivering expert estate and retirement planning advice.
- Company: Leading financial services provider based in Birmingham with a collaborative culture.
- Benefits: Competitive salary, flexible working arrangements, and attractive benefits.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Substantial experience in paraplanning or client advisory roles required.
- Other info: Enjoy a hybrid working environment that promotes teamwork and communication.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services provider based in Birmingham is seeking a skilled Paraplanner to support their financial advisers in delivering comprehensive financial advice. The role demands substantial experience in paraplanning or client advisory roles, handling complex areas including estate and retirement planning. This position offers a hybrid working environment, emphasizing collaboration, technical proficiency, and effective communication within a diverse team. The company provides attractive benefits, including a competitive salary and flexibility in working arrangements.
Responsibilities
- Support financial advisers in delivering comprehensive financial advice.
- Handle complex areas including estate and retirement planning.
Qualifications
- Substantial experience in paraplanning or client advisory roles.
Hybrid Paraplanner: Estate & Retirement Planning Expert in Birmingham employer: Wesleyan
Contact Detail:
Wesleyan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Estate & Retirement Planning Expert in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about paraplanning. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of estate and retirement planning. We want you to showcase your expertise and how you can support financial advisers effectively. Practice common interview questions with a mate!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that hybrid Paraplanner role. We’ve got all the resources you need to make your application stand out, so don’t miss out!
We think you need these skills to ace Hybrid Paraplanner: Estate & Retirement Planning Expert in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and client advisory roles. We want to see how your skills align with the estate and retirement planning focus of the role, so don’t hold back on showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how your background makes you a perfect fit for our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Technical Skills: Since this role requires technical proficiency, make sure to mention any specific tools or software you’re familiar with. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Wesleyan
✨Know Your Stuff
Make sure you brush up on your knowledge of estate and retirement planning. Be ready to discuss specific strategies and tools you've used in the past. This shows that you’re not just familiar with the concepts, but you can apply them effectively.
✨Showcase Your Experience
Prepare examples from your previous roles where you successfully supported financial advisers or handled complex client situations. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your contributions.
✨Emphasise Teamwork
Since this role involves collaboration within a diverse team, be prepared to discuss how you’ve worked effectively with others in the past. Share instances where your communication skills helped resolve issues or improve processes.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to hybrid working or how they support professional development for paraplanners. This demonstrates your enthusiasm and forward-thinking attitude.
