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For Companies At a Glance
- Tasks: Create detailed reports and provide exceptional client service in wealth management.
- Company: Leading recruitment consultancy with a focus on bespoke financial advice.
- Benefits: Hybrid working, training on company software, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner with strong communication and IT skills.
- Other info: Opportunity for professional growth in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A leading recruitment consultancy is seeking a highly experienced Paraplanner within a Wealth Management Practice. The role involves producing detailed Suitability Reports, liaising with compliance teams, and delivering top-notch client services.
Ideal candidates will have excellent communication skills and strong IT proficiency. The position offers hybrid working and inclusion in training for specific company software.
Hybrid Paraplanner: Wealth Management & Bespoke Advice in London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Wealth Management & Bespoke Advice in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a 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 those interviews! Research common questions for Paraplanner roles and practice your responses. We recommend using real-life examples from your experience to showcase your skills in producing Suitability Reports and client service.
✨Tip Number 3
Show off your tech skills! Since strong IT proficiency is key, be ready to discuss your experience with relevant software during interviews. If you’ve used specific tools in your previous roles, make sure to highlight that!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team in the wealth management space.
We think you need these skills to ace Hybrid Paraplanner: Wealth Management & Bespoke Advice in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and paraplanning. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in producing Suitability Reports and client services.
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 hybrid Paraplanner role. We love seeing candidates who can communicate their passion for wealth management and bespoke advice clearly.
Show Off Your IT Skills: Since strong IT proficiency is key for this role, make sure to mention any relevant software or tools you’ve used in your previous positions. We’re keen to know how tech-savvy you are, especially when it comes to compliance and reporting.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specifics of producing Suitability Reports. Familiarise yourself with compliance regulations and be ready to discuss how you've navigated these in past roles.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, prepare examples of how you've effectively communicated complex financial information to clients or colleagues. Practise articulating your thoughts clearly and confidently.
✨Get Tech-Savvy
As the job requires strong IT proficiency, take some time to learn about the specific software mentioned in the job description. If you can, find out what tools the company uses and be prepared to discuss your experience with similar technologies.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to wealth management and client service. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
