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- Tasks: Conduct research, prepare reports, and assist in creating financial plans for clients.
- Company: Join a dynamic financial services team dedicated to exceptional client service.
- Benefits: Enjoy a competitive salary, flexible working, and career development opportunities.
- Why this job: Elevate your career in a collaborative environment with a focus on compliance and client satisfaction.
- Qualifications: Experience in paraplanning, strong knowledge of finance, and excellent communication skills required.
- Other info: Hybrid working model available; work towards Chartered status.
The predicted salary is between 65000 - 75000 £ per year.
Are you a meticulous and proactive Senior paraplanner looking to take the next step in your career? Join this dynamic team and play a crucial role in supporting financial advisors to provide exceptional service to our clients.
As a Senior paraplanner, you will be responsible for conducting research, preparing financial reports, and assisting in the creation of tailored financial plans for clients. Your expertise will help ensure compliance with industry regulations while delivering a seamless and efficient service.
Key Responsibilities- Conducting research on financial products and market trends
- Preparing suitability reports and financial recommendations
- Assisting financial advisors with client meetings and presentation materials
- Ensuring compliance with industry regulations and company policies
- Maintaining accurate client records and documentation
- Proven experience in a paraplanning role within a financial services firm
- Strong knowledge of pensions, investments, and tax planning
- Excellent analytical and report-writing skills
- Proficiency in financial planning software
- Detail-oriented with outstanding communication skills
- Working towards Chartered status
- Competitive salary and bonus opportunities
- Flexible working arrangements
- Career development and training support
- Collaborative and inclusive work environment
If you're ready to elevate your career in financial services, we’d love to hear from you! Apply today and become an integral part of the team.
Contact Ursula at Financial Divisions
Senior Paraplanner - London (Hybrid) - Salary: £65--75k employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - London (Hybrid) - Salary: £65--75k
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisors. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of your analytical skills and report-writing experience during interviews. Highlight how these skills have contributed to successful outcomes in your previous roles.
✨Tip Number 4
Showcase your understanding of compliance regulations in the financial sector. Being able to articulate how you ensure adherence to these regulations can set you apart from other candidates.
We think you need these skills to ace Senior Paraplanner - London (Hybrid) - Salary: £65--75k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and your knowledge of financial products. Use specific examples that demonstrate your analytical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention how your skills align with the responsibilities listed in the job description, particularly your experience with compliance and client documentation.
Highlight Relevant Qualifications: If you are working towards Chartered status or have any relevant certifications, be sure to mention these in your application. This shows your commitment to professional development and enhances your candidacy.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Senior Paraplanner.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Expertise
Make sure to highlight your experience in paraplanning and your knowledge of financial products. Be prepared to discuss specific examples of how you've conducted research or prepared reports in previous roles.
✨Demonstrate Analytical Skills
Since the role requires excellent analytical skills, be ready to explain your approach to analysing financial data. You might even want to bring a sample report you've worked on to showcase your abilities.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations and be prepared to discuss how you ensure adherence to these in your work. This will show that you understand the industry's standards.
✨Ask Insightful Questions
At the end of the interview, ask questions that demonstrate your interest in the company and the role. Inquire about their approach to client service or how they support career development, which shows you're thinking long-term.
