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- Tasks: Assist Financial Advisers and manage relationships with high-net-worth clients.
- Company: Prestigious wealth planning firm in Greater London with a focus on professional growth.
- Benefits: Hands-on experience, comprehensive training, and continuous professional development.
- Why this job: Fast-track your career from Paraplanner to Financial Planner while working with HNW clients.
- Qualifications: University degree, relevant experience, and strong analytical skills.
- Other info: Join a collaborative environment that fosters growth and success.
The predicted salary is between 36000 - 60000 £ per year.
A prestigious wealth planning firm in Greater London seeks an ambitious Paraplanner aiming to transition into a Financial Planner. This role offers hands-on experience with HNW clients, ensuring comprehensive support and training.
Tasks include:
- Assisting Financial Advisers
- Participating in client meetings
- Managing relationships
Ideal candidates should possess a university degree, relevant experience, and strong analytical skills. The firm promotes continuous professional development in a collaborative environment.
Paraplanner to Financial Planner Fast-Track for HNW Clients in 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 to Financial Planner Fast-Track for HNW Clients in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth planning sector, especially those who work with HNW clients. Attend industry events or webinars to make connections and learn more about the field.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a Paraplanner. We recommend role-playing with a friend or mentor to build your confidence and refine your responses.
✨Tip Number 3
Showcase your analytical skills during interviews. Bring examples of how you've used these skills in past roles, especially in relation to financial planning or client management. This will help you stand out!
✨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 and engaged with our firm.
We think you need these skills to ace Paraplanner to Financial Planner Fast-Track for HNW Clients in London
Some tips for your application 🫡
Show Your Ambition: We want to see your drive to transition from Paraplanner to Financial Planner. Make sure to highlight any relevant experiences that showcase your ambition and readiness for this step in your career.
Tailor Your CV: Don’t just send a generic CV! We love it when candidates tailor their applications to us. Focus on your analytical skills and any experience with HNW clients, as these are key for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how you can contribute to our team. Keep it engaging and personal – we want to get to know you!
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 during the process.
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 high-net-worth (HNW) clients. Understand the key concepts of wealth planning and be ready to discuss how your experience as a Paraplanner has prepared you for this transition.
✨Showcase Your Analytical Skills
Since strong analytical skills are a must for this role, prepare examples from your past work where you've used these skills effectively. Be ready to explain how you analyse data and make informed decisions that benefit clients.
✨Engage in Role-Play
Practice client meetings with a friend or mentor. This will help you get comfortable discussing financial strategies and managing relationships. The firm values hands-on experience, so showing that you can engage with clients confidently will set you apart.
✨Emphasise Continuous Learning
The firm promotes professional development, so highlight your commitment to learning. Discuss any relevant courses or certifications you’re pursuing or plan to pursue, and how they align with your goal of becoming a Financial Planner.
