London Financial Paraplanner - Path to Advisory in Westminster
London Financial Paraplanner - Path to Advisory

London Financial Paraplanner - Path to Advisory in Westminster

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

  • Tasks: Support wealth advisers with paraplanning and administrative tasks while gaining valuable experience.
  • Company: Leading recruitment consultancy with a focus on career progression.
  • Benefits: Pathway to advisory roles, competitive salary, and professional development opportunities.
  • Why this job: Kickstart your finance career and make a real difference in clients' lives.
  • Qualifications: Level 4 qualification in Financial Planning and prior administrative experience required.
  • Other info: Dynamic team environment with excellent growth potential.

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

A leading recruitment consultancy is seeking a Financial Administrator in London. The role involves providing critical paraplanning and administrative support to wealth advisers, with opportunities for progression into advisory roles.

Candidates must have prior administrative experience, hold a Level 4 qualification in Financial Planning, and be familiar with financial research systems. Excellent IT skills and a proactive approach are essential.

London Financial Paraplanner - Path to Advisory in Westminster employer: Artemis Recruitment Consultants Ltd

As a leading recruitment consultancy in London, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our Financial Paraplanner role not only offers competitive benefits but also provides a clear path to advisory positions, ensuring that our team members can advance their careers while contributing to meaningful financial solutions for clients. Join us in an environment that values innovation, collaboration, and professional excellence.
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Contact Detail:

Artemis Recruitment Consultants Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land London Financial Paraplanner - Path to Advisory in Westminster

✨Tip Number 1

Network like a pro! Reach out to professionals in the financial sector on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that dream role.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and having your own questions ready. This shows you’re genuinely interested and engaged!

✨Tip Number 3

Showcase your skills! Create a portfolio or a presentation that highlights your experience with financial research systems and administrative tasks. We want to see how you can add value to the team!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed there that you won’t find anywhere else.

We think you need these skills to ace London Financial Paraplanner - Path to Advisory in Westminster

Paraplanning
Administrative Support
Financial Planning Level 4 Qualification
Financial Research Systems
IT Skills
Proactive Approach
Communication Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your administrative experience and Level 4 qualification in Financial Planning. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant experience!

Show Off Your IT Skills: Since excellent IT skills are a must, include any specific software or financial research systems you’re familiar with. We love seeing candidates who can hit the ground running with tech!

Be Proactive in Your Cover Letter: Use your cover letter to demonstrate your proactive approach. Share examples of how you've taken initiative in past roles, especially in paraplanning or administrative tasks. We appreciate candidates who take charge!

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 this exciting opportunity. Don’t miss out!

How to prepare for a job interview at Artemis Recruitment Consultants Ltd

✨Know Your Financial Stuff

Make sure you brush up on your financial knowledge, especially around paraplanning and advisory roles. Familiarise yourself with the latest trends in financial planning and be ready to discuss how your Level 4 qualification has prepared you for this position.

✨Show Off Your IT Skills

Since excellent IT skills are a must, be prepared to talk about the financial research systems you've used in the past. Bring examples of how you've leveraged technology to improve efficiency or accuracy in your previous roles.

✨Be Proactive in Your Approach

Demonstrate your proactive nature by sharing specific instances where you took the initiative in your previous jobs. Whether it was streamlining processes or suggesting new ideas, showing that you can think ahead will impress the interviewers.

✨Prepare Questions for Them

Interviews are a two-way street, so come armed with thoughtful questions about the company and the role. Ask about the progression into advisory roles and what support they offer for professional development. This shows you're genuinely interested in growing with them.

London Financial Paraplanner - Path to Advisory in Westminster
Artemis Recruitment Consultants Ltd
Location: Westminster
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