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- Tasks: Support a Chartered Financial Planner with tax and estate planning and client report preparation.
- Company: Dynamic financial services firm in Greater London focused on career development.
- Benefits: Flexible working options, career growth opportunities, and a supportive team environment.
- Why this job: Make a real difference in clients' financial lives while advancing your career.
- Qualifications: Minimum three years in paraplanning and a relevant financial diploma required.
- Other info: Join a modern workplace that values collaboration and innovation.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Greater London is seeking an experienced full-time Paraplanner to collaborate with a Chartered Financial Planner. The role involves providing expert support in tax and estate planning, preparing client reports, and managing client interactions.
Successful candidates will have a minimum of three years in paraplanning and hold a relevant financial diploma. Join a dynamic team that emphasizes career development and modern work practices including flexible working options.
Paraplanner - Wealth Planning & Client Advisory employer: Mulberry Bow
Contact Detail:
Mulberry Bow Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wealth Planning & Client Advisory
✨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 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 tax and estate planning, and be ready to discuss how your experience aligns with the needs of the firm. Practising common interview questions can help us feel more confident when the time comes.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your best work in paraplanning, including client reports and any successful projects you've managed. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application directly, ensuring it gets into the right hands. Plus, it shows you're serious about joining our dynamic team!
We think you need these skills to ace Paraplanner - Wealth Planning & Client Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and any relevant financial diplomas. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in tax and estate planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and client advisory. We love seeing candidates who can connect their personal motivations with our mission.
Showcase Your Client Interaction Skills: Since managing client interactions is key for this role, make sure to include examples of how you've successfully communicated with clients in the past. We’re looking for someone who can build strong relationships!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Mulberry Bow
✨Know Your Stuff
Make sure you brush up on your knowledge of tax and estate planning. Familiarise yourself with the latest regulations and best practices in the industry. This will not only show your expertise but also demonstrate your commitment to staying current in your field.
✨Prepare Client Scenarios
Think about specific client scenarios you've handled in the past. Be ready to discuss how you approached these situations, the solutions you provided, and the outcomes. This will help illustrate your problem-solving skills and your ability to manage client interactions effectively.
✨Showcase Your Team Spirit
Since this role involves collaborating with a Chartered Financial Planner, highlight your teamwork experience. Share examples of how you've successfully worked within a team to achieve common goals, and express your enthusiasm for contributing to a dynamic team environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth planning and client advisory. This shows your genuine interest in the role and helps you assess if the company culture aligns with your career aspirations, especially regarding their emphasis on career development and flexible working options.
