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For Companies At a Glance
- Tasks: Analyse client portfolios and provide tailored financial advice.
- Company: Reputable financial services firm with a client-focused approach.
- Benefits: Comprehensive health plans, generous leave, and retirement pension.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: University degree, relevant financial qualifications, and 3+ years of experience.
- Other info: Join a supportive team with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in the UK seeks a Senior Paraplanner to analyze client portfolios and provide FCA regulated advice on various financial topics. In this client-facing role, you will evaluate client objectives and holdings, assist with pension transfers, and deliver written recommendations.
The ideal candidate has:
- a university degree
- relevant financial qualifications
- at least 3 years of experience
This position also offers extensive employee benefits including health plans, generous leave, and a retirement pension plan.
Senior Paraplanner - Client-Focused Financial Planning Lead 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 - Client-Focused Financial Planning Lead in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior 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 those interviews by brushing up on your client-facing skills. Practice explaining complex financial concepts in simple terms, as you'll need to demonstrate your ability to evaluate client objectives and provide tailored advice.
✨Tip Number 3
Showcase your experience with pension transfers and FCA regulations during interviews. Be ready to discuss specific cases where you've successfully navigated these areas, as this will highlight your expertise and make you stand out.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and showcase your qualifications. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Senior Paraplanner - Client-Focused Financial Planning Lead in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in analysing client portfolios and providing FCA regulated advice. 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 client-focused financial planning and how your background makes you the perfect fit for our team. Keep it engaging and personal!
Showcase Relevant Qualifications: Don’t forget to mention your university degree and any relevant financial qualifications. We’re keen on candidates with at least 3 years of experience, so make sure to highlight that too!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. We can’t wait to hear from you!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around FCA regulations and client portfolio analysis. Be ready to discuss specific cases where you've provided advice or recommendations, as this will show your expertise and confidence in the field.
✨Understand Client Needs
Since this role is client-focused, think about how you can demonstrate your ability to evaluate client objectives. Prepare examples of how you've successfully tailored financial plans to meet individual client needs in the past.
✨Showcase Your Communication Skills
As a Senior Paraplanner, you'll need to communicate complex financial concepts clearly. Practice explaining your previous recommendations in simple terms, as this will highlight your ability to connect with clients and ensure they understand their options.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client relationships and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
