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- Tasks: Support client recommendations and drive growth in a boutique wealth management firm.
- Company: Established financial planning firm with a focus on client relationships.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and life assurance.
- Why this job: Join a close-knit team and enjoy clear paths for career progression.
- Qualifications: Experience in paraplanning and strong report writing skills.
- Other info: Collaborative culture with a focus on professional development.
The predicted salary is between 30000 - 45000 £ per year.
A well-established Financial Planning firm based near St James's Park is seeking an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice on Pensions, Investments, Inheritance Tax Planning, and Wealth Management, with a strong focus on building long-term client relationships.
You will work closely with the Principal Adviser, playing a key role in supporting client recommendations and helping to drive the firm's growth. This is an excellent opportunity for someone looking to join a small but growing company where career progression and professional development are actively encouraged.
What's on offer:
- £30,000 – £45,000 salary (depending on experience)
- Hybrid working
- 25 days holiday + bank holidays
- Life assurance (DIS)
- A supportive and collaborative team culture
- Clear path for development and promotion
What's next? If you're interested in this opportunity, apply today. One of our specialist consultants will be in touch to explore your experience, goals, and preferences before submitting your CV to the client.
Paraplanner in London employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the firm and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their growth.
✨Tip Number 3
Practice your report writing skills! As a Paraplanner, you’ll need to communicate complex information clearly. Consider drafting sample reports or discussing case studies with peers to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight your experience in financial planning, report writing, and adviser support to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it concise but engaging!
Showcase Your Soft Skills: We value a supportive and collaborative team culture, so don’t forget to mention your interpersonal skills. Talk about how you build relationships and work well with others in your application.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way for us to see your application and get in touch with you quickly!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and inheritance tax planning. Familiarise yourself with the latest trends in wealth management, as this will show your potential employer that you're genuinely interested and well-prepared.
✨Showcase Your Skills
Prepare to discuss your report writing and adviser support experience in detail. Think of specific examples where you've successfully contributed to client recommendations or supported a financial adviser, as this will demonstrate your value to the team.
✨Ask Smart Questions
Come prepared with insightful questions about the firm's approach to client relationships and their growth strategy. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your career goals.
✨Be Yourself
Since this is a close-knit team, let your personality shine through during the interview. Show them that you’re not just a great paraplanner but also someone who can fit into their supportive and collaborative culture.
