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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 and at least three years of relevant experience. A strong technical knowledge in pensions, investments, and protection is essential, as well as experience using Voyant and Intelliflo Office.
The company offers a competitive salary and supportive work environment.
Paraplanner | Voyant Pro, Pension & Investment Focus 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
✨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, don’t just talk about your experience—demonstrate your technical knowledge in pensions and investments. Use examples from your past work to highlight your expertise.
✨Tip Number 3
Prepare for interviews by brushing up on Voyant and Intelliflo Office. Being able to discuss how you’ve used these tools effectively will set you apart from other candidates. We all know that practical knowledge is key!
✨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 and eager to join our supportive team.
We think you need these skills to ace Paraplanner | Voyant Pro, Pension & Investment Focus
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’re considered for the role. Plus, it shows us you’re keen to join our supportive work environment!
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 crucial to demonstrate your proficiency with these tools. If you can, prepare a few examples of how you've used them effectively in your past work.
✨Showcase Your Experience
With at least three years of relevant experience required, be prepared to share detailed stories about your previous roles. Highlight how you’ve supported advisers and contributed to delivering high-quality financial planning services.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to financial planning and their client base. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
