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For Companies At a Glance
- 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 growth and compliance.
- Qualifications: Experience in paraplanning, strong knowledge of finance, and excellent communication skills required.
- Other info: Hybrid working model available; perfect for balancing work and life.
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
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 join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your past work in paraplanning, particularly how you've contributed to client success. Highlighting your analytical skills and attention to detail will set you apart from other candidates.
✨Tip Number 4
Familiarise yourself with the financial planning software commonly used in the industry. Being proficient in these tools can give you an edge and show potential employers that you're ready to hit the ground running.
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 showcases your knowledge of pensions, investments, and tax planning. Use specific examples to demonstrate your analytical and report-writing skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed in the job description, particularly your ability to conduct research and prepare financial reports.
Highlight Relevant Experience: In your application, emphasise any previous roles where you supported financial advisors or worked within compliance frameworks. This will show that you understand the importance of delivering exceptional service while adhering to industry regulations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A meticulous application reflects your attention to detail, which is crucial for a Senior Paraplanner role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Expertise
Be prepared to discuss your experience in paraplanning, particularly your knowledge of pensions, investments, and tax planning. Highlight specific examples where you've successfully conducted research or prepared financial reports.
✨Demonstrate Attention to Detail
As a Senior Paraplanner, attention to detail is crucial. During the interview, mention instances where your meticulous nature has positively impacted your work, especially in compliance and documentation.
✨Prepare for Technical Questions
Expect technical questions related to financial products and market trends. Brush up on current industry regulations and be ready to explain how you ensure compliance in your previous roles.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. This will demonstrate your ability to assist financial advisors and engage with clients.
