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- Tasks: Deliver expert financial advice on investments and retirement planning while managing client portfolios.
- Company: Boutique financial advisory firm in Greater London with a friendly team culture.
- Benefits: Flexible hybrid working model and direct collaboration with company founders.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Experience in providing holistic, regulated financial advice and strong relationship-building skills.
- Other info: Opportunity for personal growth in a dynamic and collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
A boutique financial advisory firm in Greater London is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning. Ideal candidates will have experience providing holistic, regulated advice and should enjoy managing client portfolios while building strong relationships. The role offers flexibility with a hybrid working model and the opportunity to collaborate directly with company founders in a friendly team environment.
Hybrid Paraplanner & Financial Adviser - Flexible Role in London employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner & Financial Adviser - Flexible Role in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory space and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a boutique firm.
✨Tip Number 2
Prepare for those interviews! Research the company and its founders, and think about how your experience aligns with their values. Practise answering common interview questions, especially around holistic advice and client relationship management.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your past successes in managing client portfolios and delivering expert advice. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our friendly team in a flexible working environment.
We think you need these skills to ace Hybrid Paraplanner & Financial Adviser - Flexible Role in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your experience in providing holistic, regulated advice and managing client portfolios to show us you’re the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial advising and how you can contribute to our team. Share specific examples of your past successes in building strong client relationships.
Showcase Your Flexibility: Since we offer a hybrid working model, mention your adaptability and how you thrive in both remote and in-office settings. This will help us see how you can fit into our friendly team environment.
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 don’t miss out on any important updates from our team.
How to prepare for a job interview at Financial Planning Firm
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investments and retirement planning. Be ready to discuss specific strategies you've used in the past and how they benefited your clients. This shows that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Relationship-Building Skills
Since this role involves managing client portfolios and building strong relationships, think of examples where you've successfully developed rapport with clients. Prepare to share stories that highlight your communication skills and how you’ve tailored advice to meet individual client needs.
✨Embrace the Hybrid Model
With a flexible hybrid working model, be prepared to discuss how you manage your time and productivity in both remote and office settings. Share any tools or methods you use to stay organised and connected with your team and clients, as this will demonstrate your adaptability.
✨Engage with the Founders’ Vision
Research the company founders and their vision for the firm. During the interview, express your enthusiasm for their approach to financial advising and how you can contribute to their goals. This shows that you’re genuinely interested in the company and not just the role.
