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- Tasks: Lead a team and ensure timely client reviews and smooth workflows.
- Company: Dynamic financial services recruitment agency in Greater London.
- Benefits: Competitive salary, hybrid working, and supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while leading a passionate team.
- Qualifications: Level 4 Financial Planning Diploma and strong leadership skills.
- Other info: Full-time role with excellent career progression opportunities.
The predicted salary is between 45000 - 50000 £ per year.
A financial services recruitment agency is seeking a Senior Paraplanner in Greater London. The ideal candidate has a Level 4 Financial Planning Diploma and will ensure client reviews and workflows are completed on time, support the Financial Adviser, and oversee new business implementation.
This full-time role offers a salary between £45,000 and £50,000 based on experience, with hybrid working patterns from Monday to Friday.
Senior Paraplanner & Team Lead — Hybrid Role employer: Julie Rose Recruitment
Contact Detail:
Julie Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner & Team Lead — Hybrid Role
✨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! Brush up on your knowledge of financial planning and be ready to discuss how you can support the Financial Adviser and manage client workflows effectively. Show them you’re not just qualified, but also passionate about the role.
✨Tip Number 3
Don’t forget to showcase your leadership skills! As a Team Lead, it’s crucial to demonstrate how you can oversee new business implementation and ensure everything runs smoothly. Share examples from your past experiences that highlight your ability to lead and inspire.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application for the Senior Paraplanner position. Plus, it shows you’re serious about joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Senior Paraplanner & Team Lead — Hybrid Role
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Financial Planning Diploma and relevant experience. We want to see how your skills align with the Senior Paraplanner role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the team lead position. Share specific examples of how you've supported financial advisers and managed workflows in the past.
Showcase Your Team Leadership Skills: As a team lead, we’re looking for someone who can inspire and guide others. Highlight any previous leadership roles or experiences where you’ve successfully overseen projects or mentored colleagues.
Apply Through Our Website: We encourage you to apply directly 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!
How to prepare for a job interview at Julie Rose Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the Level 4 Financial Planning Diploma topics. Be ready to discuss how you've applied this knowledge in past roles, particularly in client reviews and workflows.
✨Showcase Your Leadership Skills
As a Team Lead, you'll need to demonstrate your ability to oversee and support others. Prepare examples of how you've successfully led a team or managed projects, focusing on your communication and organisational skills.
✨Understand the Hybrid Model
Since this role offers hybrid working, be prepared to discuss how you manage your time and productivity in both remote and office settings. Share any experiences that highlight your adaptability and self-motivation.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client reviews and new business implementation. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
