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- Tasks: Provide advanced technical support and mentor junior team members in financial planning.
- Company: Leading Financial Planning firm in Greater London with a focus on client success.
- Benefits: Attractive salary up to £75,000, hybrid working, bonuses, and additional perks.
- Why this job: Join a dynamic team and make a real impact on High Net Worth clients' financial futures.
- Qualifications: Chartered status or equivalent experience with at least three years of Paraplanning experience.
- Other info: Opportunity for professional growth in a supportive and collaborative environment.
The predicted salary is between 60000 - 84000 £ per year.
A leading Financial Planning firm in Greater London is seeking a Senior Paraplanner. In this role, you will provide advanced technical support to Financial Planners, mentor junior team members, and contribute to delivering holistic financial planning services for complex High Net Worth clients.
Applicants should possess Chartered status or equivalent experience, with at least three years of Paraplanning experience. Attractive salary up to £75,000, hybrid working, bonuses, and other benefits are offered.
Senior Paraplanner & Technical Lead – Hybrid Role in London employer: CV Elite Limited
Contact Detail:
CV Elite Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner & Technical Lead – Hybrid Role in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with High Net Worth clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies showcasing your best work as a Paraplanner. This will help you stand out during interviews and demonstrate your expertise in providing advanced technical support.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around mentoring junior team members and delivering holistic financial planning services.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Paraplanner role, and applying directly can give you an edge over other candidates.
We think you need these skills to ace Senior Paraplanner & Technical Lead – Hybrid Role in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Paraplanning and any relevant qualifications, like Chartered status. We want to see how your skills align with the needs of our Financial Planners!
Showcase Your Technical Skills: Since this role involves providing advanced technical support, be sure to include specific examples of your technical expertise. Let us know how you've tackled complex financial scenarios in the past.
Mentorship Experience Matters: As a Senior Paraplanner, you'll be mentoring junior team members. Share any previous mentoring or leadership experiences you have, as we value collaboration and growth within our team.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at CV Elite Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss complex scenarios and how you would approach them, especially for High Net Worth clients. This will show that you’re not just a Paraplanner but a strategic thinker.
✨Showcase Your Mentoring Skills
Since this role involves mentoring junior team members, think of examples where you've successfully guided others. Share specific instances where your support made a difference, as this will highlight your leadership qualities and commitment to team development.
✨Understand the Company Culture
Research the firm’s values and culture. Tailor your responses to reflect how you align with their mission and how you can contribute to their holistic financial planning services. This shows that you’re genuinely interested in being part of their team.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. This could be about their approach to client relationships or how they support professional development. It demonstrates your enthusiasm for the role and helps you assess if the company is the right fit for you.
