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- Tasks: Prepare reports and assist in client meetings to drive financial planning success.
- Company: Leading recruitment firm with a progressive and dynamic team culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a forward-thinking team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong teamwork skills are essential.
- Other info: Opportunity for growth in a fast-paced, client-focused environment.
The predicted salary is between 42000 - 84000 £ per year.
A leading recruitment firm is seeking a Paraplanner to join a progressive team in Greater London. The ideal candidate will embrace change and manage projects effectively, ensuring compliance with industry regulations.
Responsibilities include:
- Preparing reports for IFAs
- Assisting the Director in client meetings
The role demands strong teamwork, attention to detail, and a passion for delivering the best outcomes for clients. A solid understanding of financial back-office systems like Intelligent Office is advantageous.
Senior Paraplanner: Drive Client-Focused Financial Planning employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner: Drive Client-Focused Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial back-office systems, especially Intelligent Office. We want you to shine when discussing how you can leverage these tools to enhance client outcomes.
✨Tip Number 3
Showcase your teamwork skills! During interviews, share examples of how you've collaborated with others to drive successful projects. This will highlight your ability to fit into a progressive team and contribute to client-focused financial planning.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Senior Paraplanner: Drive Client-Focused Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Paraplanner role. Highlight your project management experience and any compliance knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about client-focused financial planning. Share specific examples of how you've delivered great outcomes for clients in the past.
Showcase Teamwork Skills: Since we value strong teamwork, mention instances where you’ve collaborated effectively with others. This could be in previous roles or projects where you’ve worked closely with IFAs or directors.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around compliance and industry regulations. Be ready to discuss how you've managed projects in the past and how you ensure everything is above board.
✨Showcase Your Team Spirit
Since teamwork is key for this role, think of examples where you've collaborated effectively with others. Highlight how you contribute to a positive team environment and how you handle conflicts or challenges within a team.
✨Prepare for Client Scenarios
Expect questions about client interactions. Prepare to discuss how you would assist in client meetings and what strategies you use to ensure clients receive the best outcomes. Real-life examples will make your answers stand out.
✨Familiarise Yourself with Intelligent Office
If you have experience with financial back-office systems like Intelligent Office, be ready to talk about it. If not, do some research and understand its functionalities. Showing that you're proactive about learning can impress the interviewers.
