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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 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 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 researching common paraplanning tasks and financial solutions. This will help you answer questions confidently and demonstrate your knowledge of the industry, making you stand out from the crowd.
✨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, and applying directly can give you an edge over other candidates.
We think you need these skills to ace Wealth Paraplanner, London-Based: Path to Advisory in Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative experience and any relevant financial knowledge. We want to see how your skills align with the Wealth Paraplanner role, so don’t be shy about showcasing your strengths!
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 you can support our wealth advisers. Keep it engaging and personal – we love to see your personality come through.
Show Off Your IT Skills: Since excellent IT skills are a must, make sure to mention your proficiency in Microsoft Office. If you have experience with any other financial software, give us a shout! We’re keen to know how tech-savvy you are.
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’re considered for the role. Plus, it shows you’re serious about joining our team!
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 provide examples of how you've used these tools in previous roles. Practice using Excel for data analysis or PowerPoint for presentations.
✨Prepare for Scenario Questions
Expect questions that put you in real-life scenarios related to paraplanning and client support. Think about how you would handle specific situations, like researching a financial product or preparing a report under tight deadlines. This will help you showcase your problem-solving skills.
✨Express Your Career Aspirations
Since this role offers a path to advisory, make sure to communicate your long-term career goals. Talk about why you’re interested in progressing into an advisory role and how you plan to get there. This shows your ambition and commitment to growing within the company.
