At a Glance
- Tasks: Support Partners and Junior Advisers by drafting reports and conducting technical research.
- Company: A close-knit financial planning firm in London with a supportive team culture.
- Benefits: Structured career pathway, training opportunities, and hybrid work flexibility.
- Why this job: Join a dynamic team and advance your career in financial planning.
- Qualifications: Minimum 3 years' experience and a Diploma in Regulated Financial Planning.
- Other info: Great potential for career advancement within the firm.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in London is seeking a Senior Paraplanner to support Partners and a Junior Adviser as part of a close-knit team. This hybrid role involves:
- Drafting reports
- Providing technical research
- Attending client meetings
Ideal candidates should have a minimum of 3 years' experience in a similar role and hold a Diploma in Regulated Financial Planning. With plenty of training and a structured career pathway, this position offers great potential for advancement within the firm.
Senior Paraplanner | Hybrid London Financial Planning employer: GetaGigz
Contact Detail:
GetaGigz Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner | Hybrid London Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your technical skills and knowledge in financial planning.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Paraplanner role. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Senior Paraplanner | Hybrid London Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, especially those 3 years in a similar role. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing your Diploma in Regulated Financial Planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to drafting reports and providing technical research, as these are key parts of the role.
Show Your Team Spirit: Since we’re a close-knit team, it’s important to convey your ability to work collaboratively. Share examples of how you’ve supported colleagues or contributed to team success in your previous roles.
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 this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at GetaGigz
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially the technical aspects relevant to the role. Be prepared to discuss your experience in drafting reports and conducting research, as these will be key topics during the interview.
✨Showcase Your Experience
With a minimum of 3 years in a similar role, you’ll want to highlight specific examples from your past work. Think about challenges you faced and how you overcame them, particularly in client meetings or when supporting advisers.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to financial planning and their team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Emphasise Your Growth Mindset
Since this position offers a structured career pathway, express your enthusiasm for professional development. Share any relevant training or certifications you’ve pursued and how you plan to continue growing in your career.
