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- Tasks: Own the financial planning process and create bespoke plans for clients.
- Company: Fast-growing financial advisory startup with an innovative team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact in financial advice while using cutting-edge technology.
- Qualifications: At least 1 year of Paraplanning experience and a diploma.
- Other info: Great opportunity for career growth and mentoring junior colleagues.
The predicted salary is between 36000 - 60000 £ per year.
A fast-growing financial advisory startup in the UK is seeking a Paraplanner to join their innovative team. This role is not just about supporting advisors, but owning the financial planning process and curating bespoke plans for clients.
The ideal candidate will have at least 1 year of Paraplanning experience and a diploma. You will create outstanding client advice while working with technology to enhance efficiency and support the development of junior colleagues.
A great opportunity for those passionate about financial advice!
Tech-Powered Paraplanner: End-to-End Financial Planning 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 Tech-Powered Paraplanner: End-to-End Financial Planning in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory space and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Show off your tech skills! Since this role involves using technology to enhance efficiency, make sure to highlight any relevant software or tools you’re familiar with during interviews. We want to see how you can leverage tech to create bespoke plans for clients.
✨Tip Number 3
Prepare for those tricky questions! Brush up on common interview questions for Paraplanners and think about how you can relate your past experiences to the job description. We want to hear how you’ve owned the financial planning process before!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our innovative team at this fast-growing startup.
We think you need these skills to ace Tech-Powered Paraplanner: End-to-End Financial Planning in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial advice shine through. We want to see that you’re not just looking for a job, but that you’re genuinely excited about helping clients and making a difference in their financial lives.
Tailor Your Experience: Make sure to highlight your Paraplanning experience and any relevant qualifications. We’re keen on seeing how your background aligns with the role, so don’t be shy about showcasing your skills and achievements that relate to end-to-end financial planning.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your points are easy to understand. This will help us see your thought process and how you communicate, which is key in our industry.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re proactive and ready to take the next step in your career!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the latest tech tools used in the industry. Be ready to discuss how you've used technology to enhance efficiency in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past Paraplanning experience that highlight your ability to create bespoke plans for clients. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Demonstrate Team Spirit
Since this role involves supporting the development of junior colleagues, think about how you can showcase your teamwork skills. Share instances where you've mentored or collaborated with others to achieve a common goal.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to financial planning and how they integrate technology into their processes. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
