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- Tasks: Discuss client objectives and conduct financial analyses to create tailored reports.
- Company: Leading financial services provider in Greater London with a supportive culture.
- Benefits: Structured environment, career growth opportunities, and professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Regulated Diploma in Financial Planning and strong communication skills.
- Other info: Ideal for proactive candidates looking to excel in finance.
The predicted salary is between 28800 - 48000 £ per year.
A leading financial services provider in Greater London is seeking a Financial Planner to discuss client objectives and conduct financial analyses. You will need a Regulated Diploma in Financial Planning and strong communication skills. The role requires the ability to prioritize tasks, follow compliance guidelines, and prepare recommendation reports. Enthusiastic candidates with a proactive approach will thrive in this position. The firm offers a structured environment for aspiring financial professionals.
Paraplanner: Financial Planning & Report Specialist employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Financial Planning & Report Specialist
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field through LinkedIn or local meetups. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and communication skills.
✨Tip Number 3
Showcase your enthusiasm! When you get the chance to speak with potential employers, let your passion for financial planning shine through. A proactive attitude can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other applicants.
We think you need these skills to ace Paraplanner: Financial Planning & Report Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Regulated Diploma in Financial Planning and any relevant experience. We want to see how your skills align with the role, so don’t be shy about showcasing your financial analysis and communication prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your proactive approach can benefit our team. Remember, we love candidates who can articulate their passion for financial planning.
Showcase Your Compliance Knowledge: Since following compliance guidelines is key in this role, make sure to mention any experience you have in this area. We appreciate candidates who understand the importance of regulations in financial services.
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 you’re serious about joining our team!
How to prepare for a job interview at Close Brothers Group
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and regulations that are relevant to the role. Being able to discuss client objectives and conduct financial analyses confidently will show that you're serious about the position.
✨Show Off Your Communication Skills
Since strong communication skills are a must, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated complex financial information in the past. This will help demonstrate your ability to connect with clients and colleagues alike.
✨Prioritisation is Key
The job requires the ability to prioritise tasks, so think about how you manage your workload. Be ready to discuss specific strategies or tools you use to stay organised and ensure compliance with guidelines. This will highlight your proactive approach and readiness for the structured environment.
✨Prepare Recommendation Reports
Since you'll be preparing recommendation reports, it’s a good idea to bring a sample report or two to the interview. This shows that you understand what’s expected and gives you a chance to discuss your thought process behind your recommendations. It’s a great way to showcase your analytical skills!
