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For Companies At a Glance
- Tasks: Analyse client portfolios and provide expert investment advice.
- Company: Global financial services firm in Greater London with a collaborative culture.
- Benefits: Competitive salary, health coverage, pension plan, and supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum 3 years in financial services and relevant financial planning qualifications.
- Other info: Great opportunity for career growth in a thriving industry.
The predicted salary is between 43200 - 72000 £ per year.
A global financial services firm in Greater London is seeking a Senior Paraplanner to analyse client portfolios and provide FCA regulated advice on investments. The role entails client interactions, fact-finding discussions, and preparing suitability reports.
Ideal candidates will have at least 3 years of experience in financial services and relevant qualifications in financial planning.
The firm offers competitive benefits, including health coverage and a pension plan, within a collaborative team environment.
Senior Paraplanner: Pension & Investment Advisory in London employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner: Pension & Investment Advisory in London
✨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 those client interactions! Brush up on your communication skills and be ready to discuss how you can analyse portfolios and provide FCA regulated advice. Practising common interview questions can help you feel more confident when it comes to showcasing your expertise.
✨Tip Number 3
Don’t forget about suitability reports! Familiarise yourself with the latest trends and regulations in financial planning. Being able to demonstrate your knowledge in this area during interviews will set you apart from other candidates.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Senior Paraplanner position. Plus, applying directly shows your enthusiasm and commitment to joining our collaborative team environment.
We think you need these skills to ace Senior Paraplanner: Pension & Investment Advisory in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially your time spent analysing client portfolios and preparing suitability reports. We want to see how your skills align with the Senior Paraplanner role!
Showcase Relevant Qualifications: Don’t forget to mention any relevant qualifications in financial planning. This is key for us to understand your expertise and how you can contribute to our team.
Be Personable in Your Cover Letter: Use your cover letter to show off your personality! We love candidates who can connect with clients and work collaboratively, so let us know how you’ve done this in the past.
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 Fisher Investments
✨Know Your Stuff
Make sure you brush up on your knowledge of pension and investment advisory. Familiarise yourself with the latest FCA regulations and be ready to discuss how they impact client portfolios. This will show that you're not just experienced, but also current in your field.
✨Prepare for Client Scenarios
Since the role involves client interactions and fact-finding discussions, think about potential client scenarios you might face. Prepare examples from your past experience where you've successfully navigated similar situations. This will demonstrate your practical skills and ability to provide tailored advice.
✨Suitability Reports are Key
Get ready to talk about your experience in preparing suitability reports. Be specific about the process you follow, the challenges you've faced, and how you ensure compliance with regulations. This will highlight your attention to detail and understanding of the importance of these documents.
✨Show Your Team Spirit
The firm values a collaborative team environment, so be prepared to discuss how you work within a team. Share examples of how you've contributed to team success in previous roles, and express your enthusiasm for working collaboratively to achieve client goals.
