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- Tasks: Support financial advisers in delivering comprehensive estate and retirement planning advice.
- Company: Leading financial services provider based in Birmingham.
- Benefits: Competitive salary, hybrid working environment, and flexible arrangements.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Significant experience in paraplanning or client advisory roles required.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services provider based in Birmingham is looking for a Paraplanner to support financial advisers in delivering comprehensive financial advice. The role requires significant experience in paraplanning or client advisory roles, with a focus on complex matters such as estate and retirement planning. This position offers a hybrid working environment and attractive benefits, including a competitive salary and flexibility in working arrangements.
Hybrid Paraplanner: Estate & Retirement Planning Pro 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 Pro in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about estate and retirement planning. 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 complex financial matters. We recommend practising common interview questions related to paraplanning and having examples ready to showcase your experience.
✨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 Pro 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 complex matters of estate and retirement planning, so don’t hold back!
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 the perfect fit for this hybrid role. Let us know what excites you about working with us!
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your expertise in financial advice. We love seeing how you've tackled complex issues in the past, so share those success stories with us!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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 Wesleyan
✨Know Your Stuff
Make sure you brush up on your knowledge of estate and retirement planning. Familiarise yourself with the latest regulations and strategies in the financial services sector. This will not only show your expertise but also your commitment to staying updated in a fast-paced industry.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning or client advisory roles in detail. Highlight specific examples where you've successfully navigated complex financial matters. This will help demonstrate your capability and how you can add value to their team.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the company’s approach to estate and retirement planning. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
✨Embrace the Hybrid Model
Since this role offers a hybrid working environment, be ready to discuss how you manage your time and productivity in both remote and office settings. Share any experiences that highlight your adaptability and self-motivation in a flexible work arrangement.
