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- Tasks: Assist Wealth Managers by creating detailed wealth planning reports and enhancing client communication.
- Company: Prestigious wealth management firm known for innovative service and personal client interactions.
- Benefits: Competitive salary, professional development opportunities, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Degree, DipPFS, and at least one year of experience in financial report writing.
- Other info: Great opportunity for career growth in a respected firm.
The predicted salary is between 28800 - 43200 £ per year.
A prestigious wealth management firm is seeking a Paraplanner to join its Wealth Management division. The role involves assisting Wealth Managers by producing wealth planning reports and ensuring effective client communication.
Candidates should have a degree, DipPFS, and at least a year of experience in financial report writing. The firm values innovative service delivery and prides itself on personal client interactions.
Wealth Planning Paraplanner | Report Specialist 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 Wealth Planning Paraplanner | Report Specialist in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your financial report writing skills. Be ready to discuss your experience and how you can contribute to innovative service delivery. Show them you’re not just a candidate, but the right fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, it shows you’re serious about joining our team in delivering top-notch wealth planning services.
We think you need these skills to ace Wealth Planning Paraplanner | Report Specialist in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial report writing and any relevant qualifications like your degree or DipPFS. We want to see how your skills align with the role, 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 wealth management and how you can contribute to our innovative service delivery. Keep it personal and engaging – we love a good story!
Showcase Your Communication Skills: Since effective client communication is key in this role, make sure to demonstrate your communication skills in your application. Whether it’s through clear language in your CV or a well-structured cover letter, let us see how you connect with clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around wealth planning and report writing. Familiarise yourself with the latest trends in wealth management and be ready to discuss how you can contribute to innovative service delivery.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in financial report writing and client communication. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your impact.
✨Ask Insightful Questions
Think of thoughtful questions to ask during the interview. This shows your genuine interest in the role and the firm. You might want to inquire about their approach to client interactions or how they foster innovation within their team.
✨Be Yourself
The firm values personal client interactions, so let your personality shine through. Be authentic and engage with the interviewers. They’re looking for someone who fits well with their culture, so don’t be afraid to show your enthusiasm for the role!
