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For Companies At a Glance
- Tasks: Analyse client portfolios and provide tailored financial advice in a dynamic environment.
- Company: Established investment advisory firm with a strong reputation in the industry.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Degree and CII or CISI qualifications with 3+ years in financial services.
- Other info: Client-facing role based in Greater London with excellent career progression opportunities.
The predicted salary is between 43200 - 72000 £ per year.
An established investment advisory firm is seeking a Senior Paraplanner to analyze client portfolios and provide FCA regulated advice. In this client-facing role based in Greater London, the Senior Paraplanner will conduct fact-finding discussions, write suitability reports, and deliver advice to clients.
Candidates should have:
- A degree
- CII or CISI qualifications
- At least 3 years of financial services experience
Strong understanding of Financial Planning principles and time management skills are essential.
Senior Paraplanner - Client-Facing Financial Planner employer: MERJE
Contact Detail:
MERJE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Client-Facing Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 principles and be ready to discuss how you've applied them in your previous roles. Practising common interview questions can help you feel more confident when it’s time to shine.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether it's at networking events or interviews, make sure to highlight your time management skills and your experience in writing suitability reports. These are key in a client-facing role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Senior Paraplanner - Client-Facing Financial Planner
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your financial services experience in your application. We want to see how your background aligns with the role, so don’t hold back on detailing your relevant skills and achievements!
Tailor Your Suitability Reports: When writing your application, think about how you would approach a suitability report. We love candidates who can demonstrate their understanding of client needs and how they would provide tailored advice.
Be Clear and Concise: In this role, time management is key, so show us you can communicate effectively. Keep your application clear and to the point, making it easy for us to see why you’re the right fit for the Senior Paraplanner position.
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’s super easy!
How to prepare for a job interview at MERJE
✨Know Your Financial Planning Principles
Make sure you brush up on your understanding of financial planning principles before the interview. Be ready to discuss how these principles apply to real-life scenarios, especially in client-facing situations. This will show that you’re not just knowledgeable but also practical.
✨Prepare for Fact-Finding Discussions
Since this role involves conducting fact-finding discussions, practice how you would approach these conversations. Think about the types of questions you would ask clients to gather necessary information and how you would build rapport with them. Role-playing with a friend can be super helpful!
✨Suitability Reports are Key
Get familiar with writing suitability reports, as this is a crucial part of the job. Prepare examples of past reports you've written or be ready to discuss how you would structure one based on hypothetical client scenarios. This will demonstrate your analytical skills and attention to detail.
✨Showcase Your Time Management Skills
Time management is essential in this role, so be prepared to discuss how you prioritise tasks and manage your workload. Share specific examples from your previous experience where you successfully balanced multiple responsibilities, especially in a fast-paced environment.
