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- Tasks: Support clients and assist Financial Planners in delivering top-notch financial advice.
- Company: Join a dynamic team that values growth and invests in your career development.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive work environment.
- Why this job: Fast track your career in finance while building strong client relationships.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn.
- Other info: This role offers a unique opportunity to transition into a Financial Planner.
The predicted salary is between 28000 - 42000 £ per year.
** The purpose of this role is to work closely with the assigned Clients, build strong relationships with them to assist with your transition into Financial Planner in the future
** Work within a pod with an experienced Financial Planner and assist with providing Financial planning Advice to a well-established loyal Client Portfolio
** Prepare all relevant information/documentation, be familiar with the Clients background before attending the meeting with the Financial Planner
** Prepare post meeting notes including any actions and assist the paraplanner with making recommendations to the Client
** Ensure the Advice and Annual review process runs on time and to excellent standards
** The management team invest heavilily in their staff with a view to watching their careers flourish and that personal goals are achieved
To view the job spec, please contact Camilla Howden at Financial Divisions.
Reference: 54551496
JUNIOR PARAPLANNER ( fast track opportunity), North London, Hybrid working, C £35k employer: Neweasy
Contact Detail:
Neweasy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land JUNIOR PARAPLANNER ( fast track opportunity), North London, Hybrid working, C £35k
✨Tip Number 1
Familiarize yourself with the financial planning industry and current trends. This will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning field. Attend industry events or join online forums to connect with potential colleagues and learn from their experiences.
✨Tip Number 3
Prepare thoughtful questions about the company and the role during your interview. This demonstrates your enthusiasm and helps you understand how you can contribute to the team.
✨Tip Number 4
Showcase your ability to build relationships by sharing examples from past experiences where you've successfully collaborated with others, especially in a client-facing context.
We think you need these skills to ace JUNIOR PARAPLANNER ( fast track opportunity), North London, Hybrid working, C £35k
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Junior Paraplanner position. Understand the key responsibilities and how your skills align with the requirements, especially in building client relationships and preparing documentation.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that match the job description. Emphasize any previous roles or experiences that demonstrate your ability to assist in financial planning and client management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your interest in transitioning to a Financial Planner and how you can contribute to the team’s success by supporting the experienced Financial Planner.
Prepare for Potential Questions: Think about potential interview questions related to client management and financial planning. Prepare thoughtful responses that reflect your understanding of the role and your commitment to professional growth within the company.
How to prepare for a job interview at Neweasy
✨Know Your Clients
Before the interview, research the types of clients the company works with. Understanding their backgrounds and needs will help you demonstrate your ability to build strong relationships and provide tailored financial planning advice.
✨Showcase Your Teamwork Skills
Since you'll be working within a pod alongside an experienced Financial Planner, highlight any past experiences where you've successfully collaborated with others. This will show that you're ready to contribute to a team environment.
✨Prepare Relevant Documentation
Familiarize yourself with the documentation and processes involved in financial planning. Being able to discuss how you would prepare meeting notes and follow up on actions will illustrate your attention to detail and organizational skills.
✨Express Your Career Aspirations
The management team is invested in helping staff achieve their personal goals. Be open about your career aspirations and how this role fits into your long-term plans. This shows your commitment to growth and development within the company.
