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- Tasks: Analyse client portfolios and provide expert financial advice on investments and pensions.
- Company: Leading recruitment firm in the heart of London, focused on client success.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a team where your expertise directly impacts clients' financial futures.
- Qualifications: University degree, Level 4 qualification preferred, and 3+ years in financial services.
- Other info: Collaborative culture with opportunities for career advancement.
The predicted salary is between 48000 - 72000 £ per year.
A leading recruitment firm is seeking a Senior Paraplanner based in the City of London. The role involves analysing client portfolios and providing FCA-regulated advice on pension transfers and investment strategies.
Responsibilities include:
- Conducting client discussions
- Preparing suitability reports
- Collaborating with various departments to optimize client outcomes
Ideal candidates will have a university degree, Level 4 qualification preferred, and at least 3 years of experience in financial services, demonstrating strong analytical and detail-oriented skills.
Senior Paraplanner - Client-Facing Financial Planning Lead 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 Senior Paraplanner - Client-Facing Financial Planning Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services 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 those client discussions! Brush up on your communication skills and be ready to showcase your analytical prowess. Practise explaining complex financial concepts in simple terms, as this will impress potential employers during interviews.
✨Tip Number 3
Don’t forget to tailor your approach! When applying through our website, make sure to highlight your experience with pension transfers and investment strategies. Show how your background aligns with the responsibilities of the role to stand out from the crowd.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Use this opportunity to reiterate your enthusiasm for the role and mention any key points from the discussion that you found particularly engaging.
We think you need these skills to ace Senior Paraplanner - Client-Facing Financial Planning Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially your analytical skills and client-facing roles. We want to see how your background aligns with the responsibilities of a Senior Paraplanner.
Showcase Relevant Qualifications: If you have a Level 4 qualification or any other relevant certifications, make them stand out! We love seeing candidates who are committed to their professional development and can bring that expertise to our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your experience makes you the perfect fit for this role. We’re looking for genuine enthusiasm!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and investment strategies. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully analysed client portfolios or conducted client discussions. This will help demonstrate your analytical skills and how you can optimise client outcomes.
✨Ask Insightful Questions
Think of questions that show your understanding of the role and the company. For instance, ask about their approach to collaboration between departments or how they measure success in client outcomes. This shows you're engaged and forward-thinking.
✨Dress the Part
Since this is a client-facing role, make sure you dress professionally. A smart appearance can make a great first impression and reflects your seriousness about the position.
