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- Tasks: Support Partners and Junior Adviser 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 working model.
- 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 and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your technical knowledge and be ready to discuss your experience in drafting reports and conducting research. We want you to shine when it comes to showcasing your skills and how they align with the firm's needs.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows us that you're genuinely interested in joining our team and taking the next step in your career.
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 any relevant roles you've had over the last 3 years. We want to see how your skills align with what we're looking for, so don’t be shy about showcasing your 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 our Senior Paraplanner role. Share your passion for financial planning and how you can contribute to our close-knit team.
Showcase Your Technical Skills: Since this role involves drafting reports and conducting technical research, make sure to mention any specific tools or software you’re proficient in. We love candidates who can hit the ground running, so let us know what you bring to the table!
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. Plus, we love seeing applications come in through our own platform!
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 are key parts of the job.
✨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 gauge if it’s the right fit for you.
✨Emphasise Your Growth Mindset
Since this position offers a structured career pathway, express your enthusiasm for ongoing training and development. Share how you’ve pursued professional growth in the past and how you plan to continue doing so in this role.
