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- Tasks: Support experienced Financial Planners by assisting with financial advice and preparing comprehensive plans.
- Company: Leading financial planning firm in London with a supportive culture.
- Benefits: Hybrid working model, excellent career opportunities, and a superb working environment.
- Why this job: Join a dynamic team and grow your career in financial planning.
- Qualifications: Level 4 diploma and at least 2 years of paraplanning experience.
- Other info: Only 2 days in the office per week for a great work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in London is seeking a Paraplanner to support their experienced Financial Planners. The ideal candidate will have a Level 4 diploma and at least 2 years of experience in the role.
Key responsibilities include:
- Assisting with financial advice formulation
- Client objective reviews
- Preparing comprehensive Financial Plans
This position offers a hybrid working model, requiring only 2 days in the office per week, providing excellent career opportunities and a superb working environment.
Hybrid Paraplanner – Grow with a Financial Planning Firm in London employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner – Grow with a Financial Planning Firm in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the firm and their approach to financial planning. Be ready to discuss how your Level 4 diploma and experience can help them achieve their goals. Confidence is key!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like financial plans you've prepared or client reviews you've conducted. This will demonstrate your expertise and make you stand out from the crowd.
✨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 by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Hybrid Paraplanner – Grow with a Financial Planning Firm in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 diploma and relevant experience. We want to see how your skills align with the role of a Paraplanner, 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 passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: In your application, emphasise your ability to assist with financial advice formulation and client reviews. We’re looking for someone who can hit the ground running, so let us know how you’ve done this in the past!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the Level 4 diploma topics. Be ready to discuss how you've assisted in formulating financial advice and preparing comprehensive plans in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past two years of experience that highlight your skills as a Paraplanner. Think about client objective reviews you've conducted and how you've contributed to successful financial outcomes.
✨Understand the Firm's Values
Research the financial planning firm thoroughly. Understand their approach to client relationships and how they operate within the hybrid model. This will help you align your answers with their values during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their team dynamics, career progression opportunities, and how they support Paraplanners in their professional development. This shows your genuine interest in the role.
