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- Tasks: Analyse client portfolios and provide FCA regulated advice on investments and pensions.
- Company: Join a leading investment firm with a focus on client success.
- Benefits: Attractive salary, flexible working hours, and ongoing training opportunities.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Experience in financial analysis and strong communication skills.
- Other info: Supportive team environment with clear paths for career advancement.
The predicted salary is between 43200 - 72000 £ per year.
The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation.
Senior Paraplanner in London employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the finance sector, especially those who work as paraplanners. We can leverage LinkedIn to connect and engage with them, asking for insights or even potential job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and investment strategies. We should practice common interview questions and scenarios that might come up, so we’re ready to impress!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, we need to highlight specific cases where we provided valuable advice on pension transfers or investment taxation. This will make us 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 can tailor our applications to fit the specific needs of the Senior Paraplanner role at Fisher Investments Europe.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with trading client portfolios and any relevant FCA regulated advice you've provided. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background in pension transfers and investment taxation makes you a great fit. We love seeing genuine enthusiasm!
Showcase Relevant Experience: When filling out your application, be sure to showcase any specific experiences that relate to the responsibilities of a Senior Paraplanner. Whether it's analysing portfolios or advising on bond surrenders, we want to know what you've done!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and the specifics of pension transfers, bond surrenders, and investment taxation. Being able to discuss these topics confidently will show that you're well-prepared and understand the role.
✨Showcase Your Analytical Skills
As a Senior Paraplanner, you'll need strong analytical skills. Prepare examples from your past experience where you've successfully analysed client portfolios or provided valuable insights. This will demonstrate your capability to handle the responsibilities of the role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice your responses. Focus on articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. This will help you feel more confident and composed during the actual interview.
