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- Tasks: Conduct client calls to assess financial needs and create tailored asset allocation plans.
- Company: Join a leading financial services firm in the heart of London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial futures with your expertise.
- Qualifications: RDR Level 4 qualification and strong communication skills required.
- Other info: Exciting opportunity for career growth in a dynamic industry.
The predicted salary is between 48000 - 72000 £ per year.
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.
Responsibilities
- Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
- Review and formulate plans for clients with highly specialised situations.
A variety of soft skills and experience may be required for the following role. Please ensure you check the overview below carefully.
Please click on the apply button to read the full job description.
Senior Paraplanner RDR Level 4 in London employer: Barbara Houghton
Contact Detail:
Barbara Houghton Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner RDR Level 4 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry 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 interviews! Brush up on your fact-finding techniques and be ready to discuss how you evaluate client objectives and financial situations. We want you to showcase your expertise and soft skills, so practice common interview questions related to paraplanning.
✨Tip Number 3
Tailor your approach! When applying for the Senior Paraplanner position, make sure to highlight your experience with specialised situations and asset allocation recommendations. We want to see how your unique skills align with what the employer is looking for.
✨Tip Number 4
Don't forget to apply through our website! It's the easiest way to get your application noticed. Plus, we’re always on the lookout for talented individuals like you to join our team, so make sure you take that step!
We think you need these skills to ace Senior Paraplanner RDR Level 4 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your RDR Level 4 qualifications and any relevant experience that showcases your ability to conduct fact-finding calls and formulate plans for clients.
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 role. Mention your soft skills and how they align with the responsibilities outlined in the job description.
Showcase Relevant Experience: When detailing your experience, focus on specific examples where you've successfully evaluated client objectives and made asset allocation recommendations. This will demonstrate your expertise and suitability for the position.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Barbara Houghton
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the specific responsibilities of a Senior Paraplanner. Brush up on asset allocation strategies and be ready to discuss how you would evaluate a client's financial situation.
✨Practice Your Soft Skills
Since this role requires a variety of soft skills, practice your communication and interpersonal skills. Think about how you can effectively conduct fact-finding calls and build rapport with clients during the interview.
✨Prepare Real-Life Examples
Be ready to share specific examples from your past experience that demonstrate your ability to handle complex client situations. This could include how you formulated plans for clients with specialised needs or how you approached a challenging case.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to client management or how they support their paraplanners in professional development.
