Paraplanner – Advisory Support & Compliance (Hybrid) in Bromley
Paraplanner – Advisory Support & Compliance (Hybrid)

Paraplanner – Advisory Support & Compliance (Hybrid) in Bromley

Bromley Full-Time 30000 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Financial Advisers by preparing reports and ensuring compliance.
  • Company: A busy Financial Advisory firm in Bromley with a dynamic team.
  • Benefits: 25 days holiday, designated parking, and opportunities for growth.
  • Why this job: Join a supportive team and make a real impact in financial advice.
  • Qualifications: Level 4-6 Paraplanner Diploma and strong analytical skills required.
  • Other info: Enjoy a hybrid work environment with a proactive and organised culture.

The predicted salary is between 30000 - 42000 £ per year.

A busy Financial Advisory firm in Bromley is seeking a Paraplanner to support Financial Advisers in delivering accurate financial advice. The ideal candidate should possess a Level 4-6 Paraplanner Diploma and strong analytical skills, with a proactive and organised approach. This full-time hybrid role includes 25 days holiday and designated parking.

Responsibilities include:

  • Verifying compliance
  • Preparing reports
  • Discussing client objectives

Join a dynamic team with opportunities for growth!

Paraplanner – Advisory Support & Compliance (Hybrid) in Bromley employer: Wisemay

Join a vibrant Financial Advisory firm in Bromley, where we prioritise employee growth and development within a supportive and dynamic work culture. Enjoy a generous benefits package including 25 days of holiday and designated parking, all while working in a hybrid role that promotes work-life balance and collaboration with experienced Financial Advisers. We are committed to fostering a proactive environment that encourages innovation and excellence in delivering financial advice.
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Contact Detail:

Wisemay Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner – Advisory Support & Compliance (Hybrid) in Bromley

Tip Number 1

Network like a pro! Reach out to your connections in the financial advisory world. 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! Research the firm and understand their values and services. Be ready to discuss how your Level 4-6 Paraplanner Diploma and analytical skills can help them deliver top-notch financial advice.

Tip Number 3

Show off your proactive side! During interviews, share examples of how you've tackled compliance issues or improved processes in previous roles. This will demonstrate your organised approach and readiness to support Financial Advisers.

Tip Number 4

Don't forget to apply through our website! We make it easy for you to submit your application and showcase your skills. Plus, it shows you're serious about joining our dynamic team in Bromley!

We think you need these skills to ace Paraplanner – Advisory Support & Compliance (Hybrid) in Bromley

Level 4-6 Paraplanner Diploma
Analytical Skills
Proactive Approach
Organisational Skills
Compliance Verification
Report Preparation
Client Objective Discussion
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your Level 4-6 Paraplanner Diploma and any relevant experience. We want to see how your skills align with the role, so don’t be shy about showcasing your analytical prowess!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your proactive approach and how you can support our Financial Advisers in delivering top-notch advice.

Showcase Your Compliance Knowledge: Since verifying compliance is key in this role, make sure to mention any experience you have in this area. We love candidates who understand the importance of compliance in financial advisory work!

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 Wisemay

Know Your Stuff

Make sure you brush up on your financial knowledge, especially around compliance and report preparation. Familiarise yourself with the key regulations and standards that affect the role of a Paraplanner. This will show that you're proactive and ready to support Financial Advisers effectively.

Showcase Your Analytical Skills

Prepare examples from your past experience where you've used your analytical skills to solve problems or improve processes. Be ready to discuss how you approach data analysis and ensure accuracy in your reports, as this is crucial for the role.

Demonstrate Organisational Skills

Since the job requires a proactive and organised approach, think of specific instances where you've successfully managed multiple tasks or projects. Highlight your time management strategies and how you prioritise work to meet deadlines.

Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to client objectives and compliance processes. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values and career goals.

Paraplanner – Advisory Support & Compliance (Hybrid) in Bromley
Wisemay
Location: Bromley

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