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- Tasks: Assist Financial Planners and prepare detailed Financial Plans with thorough research.
- Company: A growing financial planning firm in the UK offering hybrid working options.
- Benefits: Competitive compensation, excellent benefits, and flexible working arrangements.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 6 qualification and experience in technical paraplanning required.
- Other info: Full-time role with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A growing financial planning firm in the United Kingdom is seeking an experienced Paraplanner to join their team with hybrid working options. The ideal candidate will hold a Level 6 qualification and have experience with technical paraplanning, particularly in investments and pensions.
Responsibilities will include:
- Assisting Financial Planners
- Conducting thorough research
- Preparing detailed Financial Plans
This is a full-time role with competitive compensation and excellent benefits.
Senior Paraplanner – Hybrid Role in London Finance employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Hybrid Role in London Finance
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in paraplanning. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you’ll be dealing with investments and pensions, make sure you can discuss these topics confidently. We recommend practising common interview questions with a friend or using online resources.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your previous work as a Paraplanner. Include examples of financial plans you've prepared and research you've conducted. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Senior Paraplanner – Hybrid Role in London Finance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 6 qualification and relevant experience in technical paraplanning. We want to see how your skills align with our needs, so don’t be shy about showcasing your expertise in investments and pensions!
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 hybrid role. Share specific examples of how you've assisted Financial Planners and conducted thorough research in your previous roles.
Showcase Your Research Skills: Since conducting thorough research is key in this role, consider including a brief example of a successful project or financial plan you’ve worked on. This will help us see your analytical skills 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 don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around investments and pensions. Familiarise yourself with the latest trends and regulations in financial planning, as this will show that you're not just qualified but also passionate about the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully assisted Financial Planners or conducted thorough research. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see your impact.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to financial planning, their team dynamics, and how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Dress the Part
Even though it's a hybrid role, first impressions matter. Dress professionally for the interview, whether it's in person or via video call. It reflects your seriousness about the position and sets a positive tone for the conversation.
