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- Tasks: Assist with client planning and draft financial reports while attending client meetings.
- Company: Prestigious boutique Wealth Planning firm in London with a focus on collaboration.
- Benefits: Fast-track career progression to Financial Planner and professional development opportunities.
- Why this job: Join a dynamic team and work with high-net-worth clients to make a real impact.
- Qualifications: Strong technical knowledge and a relevant degree are essential.
- Other info: Ambitious environment with excellent growth potential.
The predicted salary is between 36000 - 60000 £ per year.
A prestigious boutique Wealth Planning firm is looking for an ambitious Paraplanner to join their team in London. This role offers a fast-track opportunity to become a Financial Planner while working closely with Advisors and HNW clients.
Key responsibilities include:
- Assisting with client planning
- Drafting financial reports
- Attending client meetings
Strong technical knowledge and a relevant degree are essential for this position. The firm values collaboration and professional development.
Paraplanner - Fast-Track to Financial Planner (HNW Clients) in City of London employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Fast-Track to Financial Planner (HNW Clients) in City of London
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth planning sector on LinkedIn or at industry events. Building connections can open doors and give you insider info about opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for the industry! During interviews, share your insights on current trends in wealth planning and how they impact HNW clients. This will demonstrate your commitment and knowledge.
✨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 take that extra step to engage with us directly.
We think you need these skills to ace Paraplanner - Fast-Track to Financial Planner (HNW Clients) in City of London
Some tips for your application 🫡
Show Off Your Technical Knowledge: Make sure to highlight your strong technical knowledge in your application. We want to see how your relevant degree and skills can contribute to our team and help us serve our HNW clients effectively.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific responsibilities of the Paraplanner role. We love seeing how you connect your experience with what we’re looking for.
Demonstrate Your Collaborative Spirit: Since we value collaboration, share examples of how you've worked well in teams or supported others in your previous roles. This will show us that you’re a great fit for our culture and can thrive alongside our Advisors.
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 Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth planning and financial reports. Familiarise yourself with the latest trends in the industry, especially those that pertain to high-net-worth clients. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Collaboration Skills
Since the firm values collaboration, be prepared to discuss examples of how you've worked effectively in a team. Think about times when you assisted colleagues or contributed to group projects, especially in a financial context. This will demonstrate that you're a team player who can thrive in their environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's approach to client planning and professional development opportunities. This shows that you're not just interested in the job, but also in how you can grow within the company and contribute to its success.
✨Dress the Part
First impressions matter, especially in a prestigious firm. Dress smartly and professionally for your interview. A polished appearance reflects your seriousness about the role and respect for the company's culture. Remember, you want to convey that you’re ready to step into a client-facing position!
