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- Tasks: Prepare suitability reports and conduct technical research for client advice.
- Company: Established financial firm in the heart of London.
- Benefits: Competitive salary, bonus potential, and flexible working arrangements.
- Why this job: Join a high-impact team and make a difference in wealth planning.
- Qualifications: Experience in financial planning and strong attention to detail.
- Other info: Opportunity for career growth in a dynamic environment.
The predicted salary is between 43200 - 72000 £ per year.
A well-established financial firm in the City of London is looking for an experienced Senior Paraplanner. This role involves preparing suitability reports, conducting technical research, and ensuring compliance for client advice.
Ideal candidates will have:
- Experience in financial planning
- Excellent attention to detail
- Proficiency in Microsoft Office
The package includes a competitive salary of up to £72,000, bonus potential of up to £18,000, and flexible working arrangements.
Senior Paraplanner: Flexible, High-Impact Wealth Planning in City of London employer: Qualitas
Contact Detail:
Qualitas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner: Flexible, High-Impact Wealth Planning in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We recommend practising common interview questions related to suitability reports and financial planning to show off your expertise.
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've ensured compliance and accuracy in your previous roles. This will demonstrate that you’re the right fit for the high-impact nature of the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Senior Paraplanner: Flexible, High-Impact Wealth Planning in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your attention to detail and proficiency in Microsoft Office, as these are key for the role.
Showcase Your Technical Skills: Since this role involves conducting technical research, be sure to mention any specific tools or software you’ve used in the past. We love seeing candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Qualitas
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss suitability reports and technical research in detail. Familiarise yourself with compliance regulations, as this will show that you’re serious about the role.
✨Showcase Your Attention to Detail
Since attention to detail is crucial for a Senior Paraplanner, prepare examples from your past work where your meticulousness made a difference. This could be anything from catching an error in a report to ensuring compliance in client advice.
✨Master Microsoft Office
Proficiency in Microsoft Office is a must, so make sure you can demonstrate your skills during the interview. Consider preparing a quick presentation or report using Excel or PowerPoint to showcase your abilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth planning and how they ensure compliance. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
