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- Tasks: Support the Managing Director by producing reports and drafting suitability letters.
- Company: Rapidly growing financial advisory firm in London with a dynamic culture.
- Benefits: Competitive salary, clear progression to Junior Financial Planner, and supportive team environment.
- Why this job: Join a fast-paced firm and advance your career in financial planning within a year.
- Qualifications: Experience as a Paraplanner and strong report writing skills.
The predicted salary is between 40000 - 60000 £ per year.
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team in London. The successful candidate will support the Managing Director, producing comprehensive reports and drafting complex suitability letters.
The role offers a clear progression pathway to a Junior Financial Planner within 6-12 months, along with a competitive salary range of £40,000 – £60,000 based on experience. The firm values technical expertise and proactive individuals who thrive in a dynamic environment.
Fast-Track Trainee Adviser: Paraplanner to Planner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fast-Track Trainee Adviser: Paraplanner to Planner
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. A friendly chat can sometimes open doors that applications can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Be ready to discuss complex suitability letters and reports, as this will show you're serious about the role.
✨Tip Number 3
Show your proactive side! During interviews, share examples of how you've taken initiative in past roles. This aligns perfectly with what the firm values in its candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re genuinely interested in joining our team.
We think you need these skills to ace Fast-Track Trainee Adviser: Paraplanner to Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of a Paraplanner. Highlight your relevant experience and skills that align with the job description, especially your ability to produce comprehensive reports and draft suitability letters.
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 your background makes you a great fit for our team. Don’t forget to mention your proactive approach and technical expertise!
Showcase Your Progression Mindset: Since we offer a clear pathway to becoming a Junior Financial Planner, make sure to express your eagerness for growth and development in your application. We love candidates who are excited about their career progression!
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 this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around paraplanning and suitability letters. The firm is looking for someone with technical expertise, so be ready to discuss your experience and how it relates to the role.
✨Show Your Proactivity
This role values proactive individuals, so think of examples where you've taken the initiative in your previous roles. Be prepared to share specific instances where your actions led to positive outcomes.
✨Understand the Progression Pathway
Familiarise yourself with the clear progression pathway to a Junior Financial Planner. Be ready to express your enthusiasm for this growth opportunity and how you envision your career developing within the firm.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.
