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- Tasks: Assist Wealth Planners with client needs and manage administrative duties.
- Company: Join a prestigious global investment management firm with over 200 years of experience.
- Benefits: Enjoy career development opportunities and a dynamic work environment.
- Why this job: Gain hands-on experience in financial planning while building client relationships.
- Qualifications: Must have Level 4 RDR compliant qualification and knowledge of financial services.
- Other info: Perfect for motivated self-starters eager to learn and grow in finance.
The predicted salary is between 36000 - 60000 £ per year.
Location – City of London
Salary – £65,000
A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office.
Team Overview:
The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to the wealth management offering and is often the starting point for new clients of the business.
What you\’ll do:
required;
and examinations, where suitable;
The knowledge, experience and qualifications you need:
What you\’ll be like:
This is an excellent opportunity to join a well established global investment management firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.
If this role sounds of any interest to you, please got in touch for more information.
Paraplanner - City of London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - City of London
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current paraplanners and wealth planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Keeping up-to-date with industry news will not only enhance your knowledge but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 3
Prepare for interviews by practising common paraplanner interview questions. Focus on scenarios that highlight your analytical skills and client relationship management, as these are crucial for the role.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant experience managing multiple tasks or projects. This is vital for a paraplanner role where you'll be handling various client needs and administrative duties.
We think you need these skills to ace Paraplanner - City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in wealth management or financial advisory roles. Emphasise your qualifications, such as the FCA approved Level 4 RDR compliant qualification, and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your enthusiasm for the role. Mention how your skills and experiences make you a great fit for assisting Wealth Planners and managing client relationships.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as strong analytical ability, excellent communication skills, and proficiency in Microsoft Office. Provide examples of how you've demonstrated these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to eliminate any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial in the financial services sector.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning, especially in areas like pensions and tax advice. Being able to discuss these topics confidently will show that you're well-prepared and understand the core aspects of the role.
✨Demonstrate Your Interpersonal Skills
Since this role involves building relationships with clients, be ready to showcase your strong communication skills. Prepare examples of how you've successfully interacted with clients or colleagues in the past to illustrate your ability to form trust and rapport.
✨Familiarise Yourself with the Company
Research the investment management firm thoroughly. Understand their history, values, and the specific services they offer. This will not only help you answer questions but also allow you to ask insightful questions during the interview.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities and analytical skills. Think about past experiences where you had to handle client inquiries or manage compliance issues, and be ready to discuss how you approached those situations.
