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- Tasks: Support senior advisers by preparing suitability reports for investments and pensions.
- Company: Wealth management firm in the heart of London with a supportive team.
- Benefits: Hybrid working, ongoing training, and professional development opportunities.
- Why this job: Join a dynamic team and help manage significant assets while growing your career.
- Qualifications: Level 4 qualified with experience in preparing investment and pension reports.
- Other info: Exciting opportunity for career advancement in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A wealth management firm in City of London is seeking a Paraplanner to work within a supportive team and assist a senior adviser managing £100m+ AUM.
Ideal candidates will be Level 4 qualified and experienced in preparing suitability reports for investments and pensions.
This role offers a hybrid working environment with opportunities for professional development through ongoing CPD and training programs.
Paraplanner (Level 4) - City of London | Hybrid + Bonus employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Level 4) - City of London | Hybrid + Bonus
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management sector on LinkedIn or at industry events. We can’t stress enough how personal connections can lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience with suitability reports and investment strategies.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your best work, especially any suitability reports you've prepared. This will give potential employers a clear view of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Paraplanner role, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Paraplanner (Level 4) - City of London | Hybrid + Bonus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and any relevant experience in preparing suitability reports. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Paraplanner role and how you can contribute to our supportive team. Keep it professional but let your personality come through.
Showcase Your Experience: When detailing your past roles, focus on your experience with investments and pensions. We’re looking for someone who can hit the ground running, so highlight any specific achievements or projects that demonstrate your capabilities.
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 this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of investments and pensions. Be ready to discuss suitability reports in detail, as this will show that you’re not just qualified but also genuinely interested in the role.
✨Showcase Your Team Spirit
Since you'll be working within a supportive team, highlight your teamwork skills. Share examples of how you've collaborated with others in previous roles, especially in high-stakes situations.
✨Prepare Questions
Have a few thoughtful questions ready about the firm’s approach to wealth management and their ongoing CPD opportunities. This shows that you’re proactive and keen on professional development.
✨Dress for Success
Even if it’s a hybrid role, make sure you dress smartly for the interview. First impressions matter, and looking professional can set the right tone for the conversation.
