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For Companies At a Glance
- Tasks: Provide bespoke financial advice and produce Suitability Reports for clients across the UK.
- Company: Prominent recruitment firm in Esher with a focus on wealth management.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Paraplanner, strong communication skills, and knowledge of Salesforce.
- Other info: Ideal for those looking to thrive in a supportive and innovative environment.
The predicted salary is between 36000 - 60000 £ per year.
A prominent recruitment firm in Esher is seeking an experienced Paraplanner to provide bespoke financial advice throughout the UK. The role involves producing Suitability Reports, liaising with compliance, and preparing illustrations for various financial products.
Ideal candidates will have:
- Excellent communication skills
- Experience with Salesforce
- A strong understanding of regulatory requirements
This position offers hybrid working and a competitive salary.
Hybrid Paraplanner – Wealth Management Specialist in Esher employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner – Wealth Management Specialist in Esher
✨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 interviews by brushing up on your knowledge of regulatory requirements and financial products. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your Salesforce skills! If you've got experience with this platform, make sure to highlight it during interviews. We all know how important tech skills are in today's job market, especially in wealth management.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Hybrid Paraplanner – Wealth Management Specialist in Esher
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and showcases your skills in producing Suitability Reports. We want to see how your background aligns with the role, so don’t be shy about mentioning your experience with Salesforce and regulatory requirements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Hybrid Paraplanner role. We love seeing candidates who can communicate their passion for wealth management and bespoke financial advice.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Whether it’s through clear language in your CV or a well-structured cover letter, we want to see how you can convey complex information simply and effectively.
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 position. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Products
Make sure you brush up on the various financial products you'll be discussing. Understand their features, benefits, and how they fit into a client's financial plan. This will help you answer questions confidently and show that you're well-prepared.
✨Master Suitability Reports
Since producing Suitability Reports is a key part of the role, practice explaining how you would tailor these reports to meet individual client needs. Be ready to discuss your previous experiences and how you ensured compliance with regulatory requirements.
✨Showcase Your Communication Skills
Excellent communication is crucial in this role. Prepare examples of how you've effectively communicated complex financial information to clients or colleagues in the past. This will demonstrate your ability to convey important details clearly and concisely.
✨Familiarise Yourself with Salesforce
If you have experience with Salesforce, be prepared to discuss how you've used it in your previous roles. If not, take some time to learn the basics. Showing that you're proactive about learning new tools can set you apart from other candidates.
