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- Tasks: Analyse client portfolios and provide regulated financial advice on pensions and investments.
- Company: Reputable financial services company based in Greater London.
- Benefits: 28 days annual leave, pension plan, and extensive benefits package.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: University degree, Level 4 financial planning qualification, and 3 years of experience.
The predicted salary is between 42000 - 60000 £ per year.
A financial services company in Greater London seeks a Paraplanner to analyze client portfolios and provide regulated advice on pension transfers and investment suitability. You will evaluate client financial situations, lead training, and ensure compliance with regulations.
Candidates should have:
- a university degree
- Level 4 qualification in financial planning
- at least 3 years of relevant experience
The role offers extensive benefits, including 28 days annual leave and a pension plan.
Senior Paraplanner - Regulated Financial Planning employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Regulated Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior 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 interviews by brushing up on your knowledge of pension transfers and investment suitability. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence and ensure you can articulate your expertise clearly.
✨Tip Number 3
Showcase your experience! When you get the chance to meet potential employers, be ready to discuss specific examples of how you've evaluated client financial situations and ensured compliance with regulations. This will help you stand out as a candidate who knows their stuff.
✨Tip Number 4
Don't forget to 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.
We think you need these skills to ace Senior Paraplanner - Regulated Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and paraplanning. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 qualification and any specific achievements in client portfolio analysis.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about regulated financial advice and how your background makes you a perfect fit for our team. We love seeing personality, so let your enthusiasm come through!
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any experience you have with regulations and how you've ensured adherence in past positions. We appreciate candidates who understand the importance of compliance in financial services.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see all the benefits we offer, like that sweet 28 days of annual leave!
How to prepare for a job interview at Fisher Investments UK
✨Know Your Stuff
Make sure you brush up on your knowledge of pension transfers and investment suitability. Be ready to discuss specific cases or scenarios where you've successfully analysed client portfolios. This shows that you not only understand the theory but can apply it in real-world situations.
✨Showcase Your Experience
With at least 3 years of relevant experience required, be prepared to share detailed examples from your past roles. Highlight how you've led training sessions or ensured compliance with regulations. This will demonstrate your capability and readiness for the Senior Paraplanner position.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company's approach to financial planning and compliance. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals.
✨Dress the Part
Even if the company has a relaxed dress code, it's always best to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression, showing that you take the opportunity seriously.
