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- Tasks: Research and provide recommendations while writing suitability reports for complex cases.
- Company: Dynamic financial services firm based in London with a remote-first culture.
- Benefits: Flexible remote work, optional office time, and supportive team environment.
- Why this job: Elevate client advice and make a real difference in financial planning.
- Qualifications: Strong paraplanning experience in the UK and excellent report writing skills.
- Other info: Join a proactive team with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in London is seeking an experienced paraplanner to join their remote-first team. This role involves researching and providing recommendations, writing suitability reports, and supporting advisers on complex cases.
The ideal candidate has strong paraplanning experience in a UK financial planning environment, excellent report writing skills, and a proactive attitude.
The company offers a flexible remote setup with optional office time for those interested in coming in.
Senior Paraplanner - Remote-First, Elevating Client Advice in London employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Remote-First, Elevating Client Advice 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 report writing skills. Since this role involves writing suitability reports, practice articulating your thought process clearly and concisely. We want to see you shine when discussing complex cases!
✨Tip Number 3
Show off your proactive attitude! During interviews, share examples of how you've taken initiative in past roles. This will demonstrate that you're not just a great paraplanner but also someone who can elevate client advice effectively.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and showcase your skills. Plus, it shows you're genuinely interested in joining our remote-first team.
We think you need these skills to ace Senior Paraplanner - Remote-First, Elevating Client Advice in London
Some tips for your application 🫡
Show Off Your Paraplanning Experience: Make sure to highlight your experience in the UK financial planning environment. We want to see how your background aligns with the role, so don’t hold back on those relevant details!
Nail the Report Writing: Since writing suitability reports is a big part of the job, showcase your excellent report writing skills. Include examples or mention specific types of reports you've worked on to give us a taste of your expertise.
Be Proactive in Your Application: We love a proactive attitude! In your application, share instances where you took the initiative in past roles. This will help us see how you can elevate client advice in our team.
Apply Through Our Website: To make sure your application gets to us smoothly, apply through our website. It’s the best way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Jobster
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially within the UK financial planning environment. Be ready to discuss specific cases you've worked on and how you approached them, as this will show your expertise and experience.
✨Showcase Your Report Writing Skills
Since writing suitability reports is a key part of the role, prepare examples of your previous reports or be ready to discuss your writing process. Highlight how you ensure clarity and compliance in your documentation.
✨Be Proactive in Your Approach
Demonstrate your proactive attitude by discussing how you've taken initiative in past roles. Share examples where you went above and beyond to support advisers or improve processes, as this aligns with what they’re looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client advice and their remote-first culture. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
