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- Tasks: Support the Managing Director by producing detailed reports and drafting suitability letters.
- Company: Rapidly growing financial advisory firm in London with a dynamic work culture.
- Benefits: Competitive salary between £40,000 and £60,000 and clear career progression.
- Why this job: Fast-track your career to Junior Financial Planner within 6-12 months.
- Qualifications: Strong technical expertise and a proactive approach are essential.
- Other info: Thriving environment with excellent growth opportunities.
The predicted salary is between 32000 - 48000 £ per year.
A rapidly growing financial advisory firm in London is hiring an experienced Paraplanner to support the Managing Director by producing detailed reports and drafting suitability letters. The position offers clear career progression to a Junior Financial Planner within 6-12 months and a competitive salary between £40,000 and £60,000, depending on experience.
Ideal candidates are those with strong technical expertise and a proactive approach, thriving in a dynamic work environment.
Paraplanner to Junior Financial Planner - Fast-Track, London employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner to Junior Financial Planner - Fast-Track, London
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial advisory space on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills as a Paraplanner can support their goals. We want you to shine, so practice common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, like reports or suitability letters you've drafted. This will demonstrate your technical skills and proactive approach, which are exactly what they’re looking for in a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to fast-track their careers in financial planning.
We think you need these skills to ace Paraplanner to Junior Financial Planner - Fast-Track, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. We want to see how your skills align with the role, so don’t be shy about showcasing your technical expertise and any previous reports or letters you've drafted.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the opportunity to support the Managing Director and how you envision your career progression to a Junior Financial Planner. Let your personality come through!
Showcase Your Proactive Approach: In your application, give examples of how you've taken initiative in past roles. We love candidates who thrive in dynamic environments, so share any experiences where you’ve gone above and beyond to deliver results.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Be ready to discuss specific financial products, regulations, and strategies that are relevant to the role. This shows you’re not just a candidate but someone who’s genuinely interested in the field.
✨Showcase Your Proactivity
Since the job requires a proactive approach, think of examples from your past where you took the initiative. Whether it was improving a process or going above and beyond for a client, be prepared to share these stories. It’ll demonstrate that you can thrive in a dynamic environment.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Practice how you would handle specific situations, like drafting a suitability letter under tight deadlines or dealing with a challenging client. This will help you articulate your thought process clearly during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about the team dynamics, the types of clients they work with, or the career progression opportunities. This not only helps you gauge if the company is right for you but also leaves a positive impression.
