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- Tasks: Support advisers in delivering top-notch financial planning services to clients.
- Company: Dynamic financial planning firm in Greater London with a loyal client base.
- Benefits: Competitive salary and a supportive work environment.
- Why this job: Join a team where your expertise makes a real difference in clients' lives.
- Qualifications: Level 4 Diploma in Financial Planning and three years of relevant experience.
- Other info: Strong technical knowledge in pensions, investments, and protection is essential.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in Greater London is seeking an experienced Paraplanner to join their team. This role involves supporting advisers in delivering high-quality financial planning services to a loyal client base.
The ideal candidate will have:
- A Level 4 Diploma in Financial Planning
- At least three years of relevant experience
- Strong technical knowledge in pensions, investments, and protection
- Experience using Voyant and Intelliflo Office
The company offers a competitive salary and supportive work environment.
Paraplanner | Voyant Pro, Pension & Investment Focus in London employer: Citygate Financial Planning
Contact Detail:
Citygate Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner | Voyant Pro, Pension & Investment Focus in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who know about pensions and investments. A friendly chat can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, make sure to highlight your experience with Voyant and Intelliflo Office. It’s all about showcasing what makes you the perfect fit for their team.
✨Tip Number 3
Prepare for the interview like it’s a big exam! Research the company and its client base, and think about how your Level 4 Diploma and three years of experience can add value. We want you to walk in feeling confident and ready to impress!
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate candidates like you to join our community!
We think you need these skills to ace Paraplanner | Voyant Pro, Pension & Investment Focus in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and relevant experience. We want to see how your skills align with the role, so don’t be shy about showcasing your technical knowledge in pensions and investments!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your experience with Voyant and Intelliflo Office, and how you can support our advisers in delivering top-notch financial planning services.
Showcase Your Experience: When detailing your work history, focus on specific achievements and responsibilities that relate to the Paraplanner role. We love seeing how you've made an impact in previous positions, especially in a financial planning context!
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. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Citygate Financial Planning
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding pensions, investments, and protection. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Familiarise Yourself with Voyant and Intelliflo
Since the role requires experience with Voyant and Intelliflo Office, it’s a good idea to review how these tools work. If possible, practice using them before the interview so you can confidently discuss your proficiency.
✨Showcase Your Experience
Prepare examples from your past three years of experience that highlight your skills as a Paraplanner. Think about challenges you faced and how you overcame them, as well as any successful outcomes you achieved for clients.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to financial planning and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
