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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 culture.
- 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 financial environment.
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 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 knowledge of suitability reports, investments, and pensions. 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 skills! When you get the chance to meet potential employers, don’t just talk about your qualifications—bring examples of your work. Whether it’s a report you’ve prepared or a project you’ve managed, tangible evidence of your expertise can really set you apart.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application more efficiently.
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 passionate about wealth management and how you can contribute to our supportive team. Keep it concise but engaging – we love a good story!
Showcase Your Team Spirit: Since we value teamwork, mention any experiences where you’ve collaborated effectively with others. Whether it’s working alongside advisers or supporting colleagues, let us know how you thrive in a team environment.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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. Familiarise yourself with the latest regulations and trends in wealth management, as well as the specifics of preparing suitability reports. This will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Be ready to discuss your previous experience in detail. Prepare examples of how you've successfully assisted advisers in the past, particularly with managing AUM. Highlight any specific challenges you faced and how you overcame them, as this will demonstrate your problem-solving skills.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm’s approach to wealth management and their team dynamics. This shows that you’re engaged and serious about the role. You might ask about their ongoing CPD and training programs, which can also give you insight into how they support professional development.
✨Dress the Part
Even though it’s a hybrid role, first impressions matter! Dress smartly for the interview to convey professionalism. It reflects your seriousness about the position and helps set a positive tone for the conversation.
