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- Tasks: Support financial advisers in delivering top-notch estate and retirement planning advice.
- Company: Leading financial services provider based in Birmingham with a strong reputation.
- Benefits: Competitive salary, flexible working arrangements, and attractive benefits package.
- 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.
- Other info: Enjoy a hybrid working environment with opportunities for professional growth.
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 employer: Wesleyan
Contact Detail:
Wesleyan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Estate & Retirement Planning Pro
✨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 expertise.
✨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 make it easy for you to showcase your skills and experience directly to the hiring team.
We think you need these skills to ace Hybrid Paraplanner: Estate & Retirement Planning Pro
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 you can support our advisers. Keep it engaging and relevant to the role.
Showcase Relevant Experience: When filling out your application, be specific about your past experiences. We love seeing examples of how you've tackled complex financial issues, so share those stories with us!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
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 demonstrate your commitment to staying updated in a rapidly changing field.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in paraplanning or client advisory positions. Be ready to discuss complex cases you've handled, as this will illustrate your problem-solving skills and ability to support financial advisers effectively.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to estate and retirement planning, their team dynamics, and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Embrace the Hybrid Model
Since this role offers a hybrid working environment, be prepared to discuss how you manage your time and productivity in both remote and office settings. Share any experiences you have with flexible working arrangements and how you maintain communication with your team.
