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- Tasks: Prepare client files, conduct research, and ensure compliance in financial planning.
- Company: Established financial planning firm in London with a strong reputation.
- Benefits: Competitive salary of £45,000 and excellent career development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Financial planning qualification or working towards one, plus strong report writing skills.
- Other info: Confident customer-facing manner is essential for this role.
The predicted salary is between 27000 - 63000 £ per year.
A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, undertake research, and maintain compliance. The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and have a confident customer-facing manner. This role offers excellent career development opportunities and a salary of £45,000.
London-Based Senior Paraplanner & Financial Planning Specialist employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land London-Based Senior Paraplanner & Financial Planning Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions specific to paraplanning and financial planning. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your report writing and research work to interviews. This will not only demonstrate your capabilities but also give you a chance to discuss your thought process and approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace London-Based Senior Paraplanner & Financial Planning Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Paraplanner. Highlight your financial planning qualifications and any relevant experience that showcases your report writing skills and compliance knowledge.
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 customer-facing experience and how you can contribute to our team at StudySmarter.
Showcase Your Research Skills: Since the role involves undertaking research, be sure to mention any specific tools or methods you use to gather and analyse information. This will show us that you’re proactive and detail-oriented.
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 get to know you better!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest regulations and compliance requirements, as well as any recent changes in the industry. This will show that you're not just qualified but also genuinely interested in the field.
✨Show Off Your Report Writing Skills
Since strong report writing skills are a must for this role, prepare a few examples of your previous work. Be ready to discuss how you approach writing reports and how you ensure they meet compliance standards. This will demonstrate your attention to detail and professionalism.
✨Practice Your Customer-Facing Skills
As this role requires a confident customer-facing manner, think about scenarios where you've successfully interacted with clients. Prepare to share these experiences during the interview, highlighting your communication skills and ability to build rapport.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm and the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you. Ask about their approach to client relationships or how they support career development for their employees.
