London-Based Senior Paraplanner: Financial Planning Expert
London-Based Senior Paraplanner: Financial Planning Expert

London-Based Senior Paraplanner: Financial Planning Expert

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Conduct research on financial products and draft detailed suitability reports for clients.
  • Company: Reputable financial recruitment firm based in London.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Why this job: Join a dynamic team and make a real difference in clients' financial planning.
  • Qualifications: Technical paraplanning experience and strong analytical skills required.
  • Other info: Attention to detail and a client-centric approach are essential.

The predicted salary is between 36000 - 60000 £ per year.

A financial recruitment firm seeks an experienced Paraplanner in London. The role involves conducting research on financial products, drafting detailed suitability reports for clients, and ensuring compliance with regulations.

Ideal candidates will have:

  • Technical paraplanning experience
  • Familiarity with financial planning software
  • Strong analytical skills

This position demands attention to detail, organisational abilities, and a client-centric approach. If interested, please email your CV for consideration.

London-Based Senior Paraplanner: Financial Planning Expert employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED

As a leading financial recruitment firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to excel in their roles. Located in the vibrant city of London, we offer competitive benefits, ongoing professional development opportunities, and a commitment to work-life balance, making us an excellent employer for those seeking a meaningful career in financial planning.
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Contact Detail:

ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land London-Based Senior Paraplanner: Financial Planning Expert

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products and compliance regulations. We recommend practising common interview questions with a friend or even in front of the mirror!

✨Tip Number 3

Showcase your analytical skills during interviews. Bring examples of how you've used these skills in past roles, especially when drafting suitability reports. This will help you stand out as a candidate who pays attention to detail and is client-focused.

✨Tip Number 4

Don't forget to apply through our website! We make it easy for you to find the right opportunities. Plus, it shows you're serious about landing that Senior Paraplanner position and helps us keep track of your application.

We think you need these skills to ace London-Based Senior Paraplanner: Financial Planning Expert

Research Skills
Suitability Report Drafting
Regulatory Compliance
Technical Paraplanning Experience
Financial Planning Software Familiarity
Analytical Skills
Attention to Detail
Organisational Abilities
Client-Centric Approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your technical paraplanning experience and familiarity with financial planning software. We want to see how your skills align with the role, so don’t be shy about showcasing your analytical abilities!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Senior Paraplanner role. We love a client-centric approach, so share examples of how you've put clients first in your previous roles.

Showcase Attention to Detail: In the world of financial planning, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!

How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED

✨Know Your Financial Products

Make sure you brush up on the latest financial products and services. Being able to discuss them confidently will show your expertise and help you stand out as a knowledgeable candidate.

✨Master the Suitability Report

Prepare to talk about how you draft suitability reports. Bring examples of your previous work, if possible, and be ready to explain your thought process and how you ensure compliance with regulations.

✨Showcase Your Analytical Skills

Be prepared to demonstrate your analytical skills during the interview. You might be asked to solve a hypothetical scenario or analyse a case study, so practice articulating your thought process clearly.

✨Client-Centric Mindset

Highlight your client-centric approach by sharing specific examples of how you've gone above and beyond for clients in the past. This will illustrate your commitment to providing excellent service and building strong relationships.

London-Based Senior Paraplanner: Financial Planning Expert
ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Location: London
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