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For Companies At a Glance
- Tasks: Support Senior Advisers in delivering top-notch financial advice to private clients.
- Company: Established financial planning firm with over 25 years of experience.
- Benefits: Competitive salary, hybrid working, and a supportive team environment.
- Other info: Opportunity for professional growth in a dynamic and rewarding environment.
- Why this job: Join a trusted firm and make a real difference in clients' financial journeys.
- Qualifications: Proven experience in financial advice and strong client relationship skills.
The predicted salary is between 65000 - 65000 £ per year.
Location: City of London
Hybrid: minimum three days in office
Salary: £65,000
About Us
FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth.
The role
This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations.
Key Responsibilities
- Act as a key point of contact for private clients, building strong and trusted relationships
- Preparation of content for review meetings
Senior Paraplanner employer: Financial Lifestyle Management
Contact Detail:
Financial Lifestyle Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research FLM and understand their values and services. We want you to show how your skills as a Senior Paraplanner align with their mission. Practise common interview questions and think about how you can demonstrate your technical expertise.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We recommend mentioning something specific from your conversation to remind them of your fit for the position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with financial products and any relevant technical skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background aligns with our mission at FLM. Let us know what makes you the perfect fit!
Showcase Your Client Relationship Skills: Since building strong relationships with clients is key, share examples of how you've successfully managed client interactions in the past. We love hearing about your experiences and how you’ve made a difference!
Apply Through Our Website: We encourage you to apply 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 Lifestyle Management
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and services. Be prepared to discuss how these can be tailored to meet client needs, as this will show your technical expertise and understanding of the role.
✨Demonstrate Client Relationship Skills
Since the role involves building strong relationships with clients, think of examples from your past experiences where you've successfully managed client interactions. Highlight your communication skills and how you’ve contributed to client satisfaction.
✨Prepare for Technical Questions
Expect to face some challenging technical questions during the interview. Review common scenarios that a Senior Paraplanner might encounter and prepare your thought process on how you would approach them.
✨Show Enthusiasm for Team Collaboration
This position requires working closely with Senior Advisers, so express your enthusiasm for teamwork. Share examples of how you’ve collaborated in the past and how you can contribute to a positive team dynamic.