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- Tasks: Support wealth advisers with paraplanning and admin tasks, including research and report preparation.
- Company: Dynamic recruitment agency based in the heart of London.
- Benefits: Opportunity to progress into an advisory role and gain valuable experience.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Prior admin experience and knowledge of financial planning are essential.
- Other info: Join a vibrant team in a fast-paced environment with growth potential.
The predicted salary is between 36000 - 60000 £ per year.
A recruitment agency is seeking a Financial Administrator in the heart of London. This role involves providing vital paraplanning and administrative support to wealth advisers, including researching financial solutions and preparing client reports.
The ideal candidate will have prior administrative experience and knowledge of financial planning. This role also offers the potential to progress into an advisory role within the firm. Excellent IT skills and proficiency in Microsoft Office are essential.
Wealth Paraplanner, London-Based: Path to Advisory in City of Westminster employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner, London-Based: Path to Advisory in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial sector, especially those who are already working as wealth advisers. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your IT skills and experience with Microsoft Office. Be ready to discuss how you've used these tools in previous roles to support financial planning.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of financial solutions. Research common paraplanning tasks and be ready to discuss how you can contribute to the team. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Wealth Paraplanner role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Wealth Paraplanner, London-Based: Path to Advisory in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration and paraplanning. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of financial planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the wealth management sector and how you can contribute to our team. We love seeing enthusiasm and a personal touch!
Show Off Your IT Skills: Since excellent IT skills are a must, make sure to mention your proficiency in Microsoft Office and any other relevant software. We appreciate candidates who can hit the ground running with tech!
Apply Through Our Website: We encourage you to apply directly 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 from us!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of paraplanning and be ready to discuss different financial solutions. This will show that you're not just familiar with the role but genuinely interested in the field.
✨Show Off Your IT Skills
Since excellent IT skills are a must, be prepared to demonstrate your proficiency in Microsoft Office. You might be asked to complete a task or two during the interview, so practice using Excel for data analysis or PowerPoint for presentations beforehand.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations in the role. Think about past experiences where you provided administrative support or solved problems for advisers. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Express Your Career Aspirations
Since this role has the potential to lead to an advisory position, make sure to express your long-term career goals. Show enthusiasm for growth within the company and how you see yourself evolving into an advisory role. This will demonstrate your commitment and ambition.
