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- Tasks: Analyse client portfolios and provide regulated investment advice.
- Company: Leading investment firm in Greater London with a team-focused culture.
- Benefits: Comprehensive health plans, paid leave, and retirement contributions.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: University degree, Level 4 Qualification, and 3+ years in financial services.
- Other info: Join a dynamic team with great career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A leading investment firm in Greater London is seeking a Paraplanner to analyze client portfolios and provide regulated investment advice.
Responsibilities include:
- Formulating asset allocation recommendations
- Leading training sessions
Qualifications required are:
- A University degree
- Level 4 Qualification
- 3+ years of financial services experience
Competitive benefits include:
- Comprehensive health plans
- Paid leave
- Retirement contributions
All in a team-focused environment.
Paraplanner – Regulated Financial Planning & Portfolio Advice employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner – Regulated Financial Planning & Portfolio Advice
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a 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 asset allocation and investment strategies. We want you to feel confident discussing your experience and how it aligns with the responsibilities of the role. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your skills! If you've led training sessions before, be sure to highlight that experience during interviews. It demonstrates your leadership abilities and commitment to team development, which is key in a team-focused environment.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're genuinely interested in joining our team at the leading investment firm in Greater London.
We think you need these skills to ace Paraplanner – Regulated Financial Planning & Portfolio Advice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, especially your 3+ years of expertise. We want to see how your skills align with the Paraplanner role, so don’t be shy about showcasing your qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about regulated investment advice and how you can contribute to our team. We love seeing genuine enthusiasm for the role!
Showcase Your Qualifications: Don’t forget to mention your University degree and Level 4 Qualification clearly in your application. We’re looking for candidates who meet these criteria, so make it easy for us to see that you do!
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Fisher Investments
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around asset allocation and investment strategies. Be ready to discuss specific examples from your past experience where you've successfully analysed portfolios or provided advice.
✨Showcase Your Qualifications
Highlight your University degree and Level 4 Qualification during the interview. Be prepared to explain how these qualifications have equipped you for the role of a Paraplanner and how they relate to the responsibilities outlined in the job description.
✨Prepare for Scenario Questions
Expect scenario-based questions that test your analytical skills and decision-making process. Think about how you would approach formulating asset allocation recommendations and be ready to walk the interviewer through your thought process.
✨Emphasise Teamwork and Training Skills
Since the role involves leading training sessions, be sure to share any relevant experiences where you've trained or mentored others. Highlight your ability to work in a team-focused environment and how you can contribute to the firm's collaborative culture.
