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- Tasks: Support Financial Advisers and engage with high-net-worth clients in exciting meetings.
- Company: Prestigious wealth planning firm in Greater London with a focus on professional growth.
- Benefits: Hands-on experience, continuous training, and a collaborative work culture.
- Why this job: Fast-track your career from Paraplanner to Financial Planner while making a real impact.
- Qualifications: University degree, relevant experience, and strong analytical skills required.
- Other info: Join a dynamic team dedicated to your professional development.
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 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
✨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 join online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. 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. Be ready to discuss how you've used these skills in past roles, especially in relation to client management and support. This will demonstrate your readiness for the transition to a Financial Planner.
✨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 Paraplanner to Financial Planner Fast-Track for HNW Clients
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 wealth planning and high-net-worth (HNW) clients. Familiarise yourself with the latest trends in the industry and be ready to discuss how your experience aligns with the firm's focus.
✨Showcase Your Analytical Skills
Since strong analytical skills are a must for this role, prepare examples from your past work where you've successfully analysed data or solved complex problems. Be ready to explain your thought process and how it led to positive outcomes.
✨Engage in Role-Play
Practice participating in client meetings through role-play scenarios. This will help you feel more comfortable discussing financial strategies and managing relationships, which are key aspects of the job. It’s all about showing you can communicate effectively with clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth planning and their training programmes. This not only shows your interest but also helps you gauge if the firm’s values align with your career goals. Remember, interviews are a two-way street!
