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- Tasks: Support Financial Planners by producing reports and conducting technical research.
- Company: Leading wealth management firm in Greater London with a focus on client experience.
- Benefits: Competitive salary, hybrid working, medical insurance, and retirement contributions.
- Why this job: Join a dynamic team and enhance client experiences while growing your career.
- Qualifications: Level 4 financial planning qualifications and proven paraplanning experience required.
- Other info: Strong communication skills are essential for this role.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm in Greater London is seeking a Paraplanner to support Financial Planners in delivering high-quality advice to clients. You will produce suitability reports, carry out technical research, and attend client meetings, enhancing the client experience.
Ideal candidates will have:
- Level 4 qualifications in financial planning
- Proven paraplanning experience
- Strong communication skills
The role offers a competitive salary, hybrid working, and generous benefits including medical insurance and retirement contributions.
Paraplanner | Hybrid Wealth Planning & Cashflow in London employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner | Hybrid Wealth Planning & Cashflow in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a 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 those interviews! Brush up on your technical knowledge and be ready to discuss suitability reports and client meetings. 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 communication skills! During interviews, make sure to articulate your thoughts clearly and concisely. Remember, as a Paraplanner, you'll need to convey complex information to clients, so demonstrating this ability is key.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates all in one place.
We think you need these skills to ace Paraplanner | Hybrid Wealth Planning & Cashflow in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and any relevant paraplanning experience. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can enhance the client experience. We love seeing genuine enthusiasm!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors – we appreciate attention to detail!
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’s super easy!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around suitability reports and technical research. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning roles that highlight your skills and achievements. This could include how you've enhanced client experiences or tackled complex financial scenarios. Real-life stories resonate well with interviewers.
✨Practice Your Communication Skills
Since strong communication is key for this role, practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable articulating your thoughts clearly.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to wealth management or their client base. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
