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- Tasks: Support financial advisors by preparing reports and managing client portfolios.
- Company: Independent Chartered Financial Advice firm with a strong reputation.
- Benefits: Flexible working hours, competitive salary, and work-from-home options.
- Why this job: Join a small team and make a real difference in clients' financial lives.
- Qualifications: Experience in finance or paraplanning and strong analytical skills.
- Other info: Opportunity for growth in a supportive and dynamic environment.
The predicted salary is between 40000 - 65000 £ per year.
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Salary Range: £40K-£65K pa
Location: working from home
Working days/hours: flexible depending on the candidate
An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help...
Paraplanner in London employer: Equals One Ltd
Contact Detail:
Equals One Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research common questions for Paraplanner roles and practice your answers. We recommend using mock interviews with friends or family to get comfortable talking about your experience and skills.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your best work and achievements in financial planning. This can really set you apart from other candidates when you’re chatting with potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources and job listings that can help you land that perfect Paraplanner position. Plus, it’s super easy to keep track of your applications all in one place!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight relevant qualifications and any financial advice experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advice and how your background makes you a great addition to our team.
Showcase Your Team Spirit: We’re looking for a dynamic team player, so don’t forget to mention any collaborative projects or experiences in your application. Let us know how you work well with others!
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way for us to see your application and get you into our hiring process quickly!
How to prepare for a job interview at Equals One Ltd
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the specific services offered by the firm. Brush up on your knowledge of investment strategies, risk management, and compliance regulations. This will not only show your expertise but also your genuine interest in the role.
✨Tailor Your Experience
Before the interview, think about how your previous experience aligns with the job description. Be ready to share specific examples of how you've successfully managed client portfolios or contributed to a team. This will help demonstrate that you’re the perfect fit for their small team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial advice and their client base. This shows that you’re not just interested in the role, but also in how you can contribute to their mission of advising families effectively.
✨Show Your Team Spirit
Since they’re looking for a dynamic team player, be sure to highlight your collaborative skills. Share examples of how you’ve worked well in teams before, especially in high-pressure situations. This will reassure them that you can integrate smoothly into their existing team.
