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- Tasks: Provide bespoke financial solutions and support to advisers in a wealth management firm.
- Company: Dynamic wealth management firm based in London with growth opportunities.
- Benefits: Pathway to Chartered status, career advancement, and competitive salary.
- Why this job: Join a team where your analytical skills can shine and make a real difference.
- Qualifications: At least one year of paraplanning experience and strong organisational skills.
- Other info: Exciting opportunities for advancement to Senior Planner or Financial Planner.
The predicted salary is between 36000 - 60000 £ per year.
A wealth management firm based in London seeks an experienced Paraplanner to provide bespoke financial solutions and strong support to advisers. The ideal candidate will have at least one year of experience in paraplanning, with a thorough understanding of compliance and diverse financial products. Opportunities for advancement to Senior Paraplanner or Financial Planner are available. Candidates must demonstrate strong analytical and organizational skills and be keen to pursue Chartered status.
Paraplanner: Chartered Path to Senior Planner employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Chartered Path to Senior Planner
✨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 a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and financial products. We recommend creating a cheat sheet of key concepts and recent industry trends to impress your interviewers with your expertise.
✨Tip Number 3
Showcase your analytical and organisational skills during interviews. Bring examples of how you've successfully managed complex cases or streamlined processes in your previous roles. This will help you stand out as a candidate ready for the next step.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right opportunities and keep track of your applications. Plus, it shows you're serious about joining our team and advancing your career in paraplanning.
We think you need these skills to ace Paraplanner: Chartered Path to Senior Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your compliance knowledge and understanding of financial products!
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 team. We love seeing candidates who are eager to pursue Chartered status, so mention that too!
Showcase Your Analytical Skills: As a Paraplanner, strong analytical skills are key. In your application, give examples of how you've used these skills in past roles. We’re looking for someone who can provide bespoke financial solutions, so let us know how you’ve done this before!
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’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Jenson Fisher
✨Know Your Financial Products
Make sure you brush up on your knowledge of diverse financial products. Be prepared to discuss how these products can be tailored to meet clients' needs, as this will show your understanding and expertise in the field.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in wealth management, be ready to talk about relevant regulations and how they impact paraplanning. Highlight any experience you have in ensuring compliance in previous roles to showcase your attention to detail.
✨Showcase Analytical Skills
Prepare examples that demonstrate your analytical skills. Think of situations where you've had to analyse complex data or create bespoke financial solutions. This will help you illustrate your problem-solving abilities during the interview.
✨Express Your Career Aspirations
Let them know you're keen to pursue Chartered status and advance to a Senior Paraplanner or Financial Planner role. Discuss your long-term goals and how you see yourself growing within their firm, which shows your commitment and ambition.
