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- Tasks: Support Financial Planners with technical guidance and conduct investment research.
- Company: A growing financial planning firm in Greater London.
- Benefits: Hybrid working environment with a focus on exceptional customer service.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Level 6 qualifications and experience with DB Transfers required.
- Other info: Attention to detail is key in this dynamic role.
The predicted salary is between 42000 - 60000 £ per year.
A growing financial planning firm in Greater London seeks an experienced Senior Paraplanner to support Financial Planners by providing technical guidance, ensuring client objectives are achievable, and conducting investment research.
Ideal candidates will hold level 6 qualifications and have experience with DB Transfers, offering exceptional customer service and attention to detail in a supportive hybrid working environment.
Senior Paraplanner - Hybrid London (Investments & Pensions) employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Hybrid London (Investments & Pensions)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in firms similar to the one you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since you’ll be providing guidance on investments and pensions, make sure you can discuss recent trends and regulations confidently. We want you to shine!
✨Tip Number 3
Showcase your customer service skills during interviews. Share specific examples of how you've gone above and beyond for clients in the past. This will highlight your attention to detail and commitment to client objectives.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Paraplanner - Hybrid London (Investments & Pensions)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with DB Transfers and any relevant level 6 qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your technical expertise!
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 working environment and how you can support our Financial Planners. Keep it engaging and personal – we love to see your personality!
Showcase Your Customer Service Skills: In this role, exceptional customer service is key. Be sure to include examples of how you've gone above and beyond for clients in your application. We appreciate attention to detail and a client-focused approach!
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 at StudySmarter!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around DB Transfers and investment research. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Customer Service Skills
Prepare examples of how you've provided exceptional customer service in previous roles. This is crucial for a Senior Paraplanner, so think about specific situations where you went above and beyond for clients.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions during the interview. Practice how you would handle various client situations or challenges that may arise in the role, demonstrating your problem-solving skills and attention to detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. This shows your interest in the firm and the role, and it’s a great opportunity to learn more about their approach to financial planning and team dynamics.
