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- Tasks: Support Wealth Planners and mentor junior staff while conducting detailed financial research.
- Company: Client-centric financial planning firm with a focus on professional development.
- Benefits: Hybrid working model, competitive salary, and growth opportunities.
- Why this job: Join a dynamic team and make a real impact in high-net-worth financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and paraplanning experience.
- Other info: Perfect for those looking to advance their career in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A client-centric financial planning firm is seeking a Senior Paraplanner to support Wealth Planners and mentor junior staff. This role involves conducting detailed research, preparing cashflow models, and adhering to FCA regulations.
Ideal candidates will possess a Level 4 Diploma in Regulated Financial Planning and show a proven paraplanning track record within complex, high-net-worth environments.
Offering a hybrid working model, competitive salary, and opportunities for professional growth.
Senior Paraplanner — Hybrid Role with Chartered Path in City of London employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner — Hybrid Role with Chartered Path in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and FCA regulations. We recommend practising common interview questions with a friend or mentor to build your confidence and showcase your expertise.
✨Tip Number 3
Showcase your mentoring skills! If you’ve got experience guiding junior staff, be sure to highlight this during interviews. It’s a great way to demonstrate your leadership potential and fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Senior Paraplanner — Hybrid Role with Chartered Path in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your Level 4 Diploma in Regulated Financial Planning and any relevant paraplanning experience, especially in high-net-worth environments.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can support Wealth Planners. Don’t forget to mention your mentoring experience with junior staff.
Showcase Your Research Skills: Since the role involves conducting detailed research, include examples of how you've successfully carried out research in previous roles. This will demonstrate your ability to prepare cashflow models and adhere to FCA regulations.
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 Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and FCA regulations. Be ready to discuss your experience with cashflow models and how you've navigated complex, high-net-worth environments in the past.
✨Showcase Your Mentoring Skills
Since this role involves mentoring junior staff, think of examples where you've successfully guided others. Highlight your leadership style and how you can contribute to a collaborative team environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Prepare to discuss how you would handle specific client situations or regulatory challenges, showcasing your analytical thinking.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to client relationships or their vision for the future. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
