Paraplanner in England

Paraplanner in England

England Full-Time 36000 - 60000 £ / year (est.) No home office possible
Go Premium
C

At a Glance

  • Tasks: Support financial planners by preparing reports and conducting research.
  • Company: Join Monenti Partners, a leading Financial Planning firm in central London.
  • Benefits: Receive support to become Chartered and enjoy career progression opportunities.
  • Why this job: Make a real difference in clients' financial futures while advancing your career.
  • Qualifications: Must be Diploma qualified (Dip PFS) with a passion for financial planning.
  • Other info: Dynamic team environment with opportunities for professional growth.

The predicted salary is between 36000 - 60000 £ per year.

I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).

The Opportunity:

  • The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered.
  • We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising.

Paraplanner in England employer: CV Elite Ltd

Monenti Partners is an exceptional employer that prioritises the professional growth of its employees, offering comprehensive support for those looking to achieve Chartered status. Located in the vibrant heart of central London, our collaborative work culture fosters innovation and teamwork, making it an ideal environment for both experienced Paraplanners and those eager to advance their careers in financial advising.
C

Contact Detail:

CV Elite Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner in England

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Monenti Partners. A friendly chat can sometimes lead to opportunities that aren’t even advertised.

✨Tip Number 2

Prepare for the interview by brushing up on your technical knowledge and current trends in financial planning. We want you to show off your skills and passion for the role, so practice common interview questions and have some insightful questions ready for them too!

✨Tip Number 3

Don’t underestimate the power of a follow-up! After your interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the position.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Monenti Partners. Let’s get you that Paraplanner role!

We think you need these skills to ace Paraplanner in England

Diploma in Financial Planning (Dip PFS)
Chartered Financial Planner qualification
Financial Analysis
Client Relationship Management
Report Writing
Regulatory Knowledge
Attention to Detail
Communication Skills
Time Management
Problem-Solving Skills
Team Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. We want to see how your skills align with what we're looking for, so don’t be shy about showcasing your qualifications and any specific achievements.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team at Monenti Partners. Keep it engaging and personal – we love to see your personality!

Showcase Your Qualifications: Since we're looking for someone who is Diploma qualified (Dip PFS), make sure to mention this prominently in your application. If you're on the path to becoming Chartered, let us know how you're progressing – we’re all about supporting your growth!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures that it gets into the right hands. Plus, you’ll find all the details you need about the role there!

How to prepare for a job interview at CV Elite Ltd

✨Know Your Stuff

Make sure you brush up on your financial planning knowledge, especially around the Diploma in Financial Planning (Dip PFS). Be ready to discuss how your qualifications and experience align with the role at Monenti Partners.

✨Show Your Progression Mindset

If you're looking to move into advising, be prepared to talk about your career aspirations. Share specific examples of how you've taken steps towards this goal and how you see yourself growing within the company.

✨Understand the Company Culture

Research Monenti Partners and their approach to financial planning. Familiarise yourself with their values and recent projects so you can demonstrate how you fit into their team and contribute positively.

✨Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Think about asking about their support for professional development or team dynamics.

Paraplanner in England
CV Elite Ltd
Location: England
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>