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- Tasks: Analyse client portfolios and provide expert financial advice on pensions and investments.
- Company: Leading financial services firm in Greater London with a strong reputation.
- Benefits: Enhanced health plans, generous leave, and hybrid work opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 3+ years in financial services and strong understanding of financial planning.
- Other info: Fast-paced environment with great career advancement potential.
The predicted salary is between 42000 - 60000 £ per year.
A leading financial services firm in Greater London seeks a Senior Paraplanner to analyze client portfolios and provide FCA regulated advice on pension transfers and investment taxation.
The ideal candidate will have 3+ years of experience in financial services, a strong understanding of financial planning principles, and be able to work under pressure.
This in-office role offers substantial benefits including enhanced health plans, generous leave, and opportunities for hybrid work.
Senior Paraplanner - Client-Facing Financial Planning employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Client-Facing 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 FCA regulations and financial planning principles. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your 3+ years in financial services and any specific achievements that demonstrate your ability to analyse client portfolios effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Paraplanner - Client-Facing Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially your understanding of financial planning principles. We want to see how your skills align with the Senior Paraplanner role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your 3+ years of experience can benefit us. Be genuine and let your personality come through – we love to see that!
Showcase Your Analytical Skills: As a Senior Paraplanner, analysing client portfolios is key. In your application, give examples of how you've successfully analysed financial data or provided FCA regulated advice in the past. This will help us see your expertise in action!
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 – just follow the prompts and you’ll be all set!
How to prepare for a job interview at Fisher Investments
✨Know Your Financial Stuff
Make sure you brush up on your financial planning principles, especially around pension transfers and investment taxation. Being able to discuss these topics confidently will show that you’re not just familiar with the basics but can also provide valuable insights.
✨Showcase Your Experience
With 3+ years in financial services, you’ve got a wealth of experience. Prepare specific examples of how you've successfully analysed client portfolios or navigated complex financial situations. This will help demonstrate your capability to handle the responsibilities of a Senior Paraplanner.
✨Prepare for Pressure
This role requires working under pressure, so be ready to discuss how you manage stress and tight deadlines. Think of instances where you’ve thrived in challenging situations and be prepared to share those stories.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm’s approach to client relationships or how they support their paraplanners in professional development. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
