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- Tasks: Support Financial Advisers with client analysis, research, and report preparation.
- Company: Leading financial advisory firm with a dynamic team culture.
- Benefits: Competitive salary and career development support.
- Why this job: Join a thriving team and make a real impact in wealth planning.
- Qualifications: Level 4 Diploma in Financial Planning and experience in financial services.
- Other info: Exciting opportunities for growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm based on the outskirts of Woking is seeking an experienced Paraplanner to join their dynamic team. The role involves comprehensive support to Financial Advisers through client analysis, advanced financial research, and report preparation.
The ideal candidate will hold at least a Level 4 Diploma in Financial Planning and have hands-on experience in the financial services sector.
Attractive benefits include a competitive salary and support for career development.
Senior Paraplanner — HNW Wealth & IHT Planning in London employer: Clear IT Recruitment
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — HNW Wealth & IHT Planning in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current trends in wealth and IHT planning. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your previous work, like reports or analyses you've done. This will help demonstrate your expertise and give you an edge over other candidates.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our dynamic team and ready to take the next step in your career.
We think you need these skills to ace Senior Paraplanner — HNW Wealth & IHT Planning in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills align with the Senior Paraplanner role, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth and IHT planning, and how your background makes you a perfect fit for our dynamic team. Let us know what excites you about this opportunity!
Showcase Your Research Skills: Since the role involves advanced financial research, consider including examples of your analytical skills or any complex reports you've prepared. We love seeing how you tackle challenges and provide solutions!
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Clear IT Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around high-net-worth (HNW) wealth and inheritance tax (IHT) planning. Familiarise yourself with the latest regulations and strategies so you can confidently discuss how you can support Financial Advisers.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your skills in client analysis, financial research, and report preparation. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate how you've added value in previous positions.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to HNW clients and their career development opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Dress the Part
First impressions matter, especially in the financial services sector. Dress professionally to convey your seriousness about the role. A smart outfit can boost your confidence and set a positive tone for the interview.
