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- Tasks: Support Financial Planners by reviewing client objectives and preparing detailed financial plans.
- Company: Dynamic financial services recruitment agency in Greater London.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Fully diploma qualified with strong interpersonal and customer service skills.
- Other info: Join a collaborative team in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial services recruitment agency is looking for a talented Paraplanner in Greater London. Join a dynamic team offering a hybrid working model. This role involves assisting Financial Planners with technical support, reviewing client financial objectives, and preparing comprehensive financial plans.
Candidates should be fully diploma qualified with strong interpersonal and customer service skills. A good understanding of financial planning processes and cashflow modeling is essential for success.
Paraplanner - Cashflow Modelling & Planning Support 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 Paraplanner - Cashflow Modelling & Planning Support in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 interviews by brushing up on your cashflow modelling skills. Be ready to discuss how you've used these skills in past roles, and think of examples that showcase your technical support abilities. We want you to shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position. We make it easy for you to showcase your skills and experience directly to hiring managers. Let’s get you that dream job!
We think you need these skills to ace Paraplanner - Cashflow Modelling & Planning Support in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and cashflow modelling. We want to see how your skills align with the role, so don’t be shy about showcasing your diploma qualifications and any relevant projects you've worked on.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Paraplanner role and how your interpersonal skills can benefit our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Technical Skills: Since this role involves assisting Financial Planners with technical support, make sure to mention any specific software or tools you’re familiar with. We’re keen to know how you can contribute to our cashflow modelling processes.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning processes and cashflow modelling. Be ready to discuss specific examples from your experience where you've successfully assisted Financial Planners or tackled complex financial objectives.
✨Show Off Your Interpersonal Skills
Since this role requires strong interpersonal and customer service skills, think of instances where you've effectively communicated with clients or colleagues. Prepare to share how you’ve built relationships and resolved issues in a professional setting.
✨Prepare for Technical Questions
Expect some technical questions related to cashflow modelling and financial planning. We recommend reviewing common scenarios and calculations that might come up, so you can demonstrate your expertise confidently during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the team dynamics, the hybrid working model, and how success is measured in this role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
