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- Tasks: Support Financial Planners with analysis, reports, and client meetings.
- Company: Join a dynamic financial planning team in West London.
- Benefits: Enjoy professional development and diverse responsibilities.
- Why this job: Be a key player in impactful financial advisory processes.
- Qualifications: 3-5 years of paraplanning experience and strong analytical skills required.
- Other info: Opportunity to mentor junior team members and grow your career.
The predicted salary is between 36000 - 60000 £ per year.
Senior Assistant Financial Planner
West London, W1W
Are you ready to take your financial planning career to the next level? Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Heres what's in it for you:
Why You'll Love This Job:
- Be a Key Player : Work closely with Financial Planners and be central to the advisory process.
- Diverse Responsibilities : From technical analysis to client meetings, your role will be varied and impactful.
- Professional Development : Stay updated with the latest financial products and legislation, and continuously develop your skills.
What You'll Do:
- Support Financial Planners : Conduct technical analysis, assist with client reports, and attend client meetings.
- Client Interaction : Communicate with clients, review paperwork, and ensure reports are client-friendly.
- Internal Coordination : Supervise client services, manage client records, and maintain high work standards.
- Mentoring : Act as a role model and provide guidance to junior team members.
What We're Looking For:
- Technical Expertise : Chartered status (or close to achieving) with 3-5 years of paraplanning experience.
- Analytical Skills : Strong analytical abilities and good academic qualifications.
- Professional and Organised : High standards of ethics, integrity, and organisation.
Ready to make a significant impact and grow with our client? Apply now!
Paraplanner employer: Quarsh | B Corp Certified
Contact Detail:
Quarsh | B Corp Certified Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your technical expertise and any relevant qualifications, especially if you're close to achieving Chartered status. This will show that you have the necessary background for the role.
✨Tip Number 2
Demonstrate your analytical skills by preparing examples of past work where you've conducted technical analysis or contributed to client reports. This will help you stand out as a candidate who can add value.
✨Tip Number 3
Emphasize your ability to communicate effectively with clients. Share experiences where you've successfully interacted with clients or managed client records, as this is crucial for the role.
✨Tip Number 4
Show your commitment to professional development by mentioning any recent training or courses you've completed related to financial planning. This demonstrates your dedication to staying updated in the field.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior Assistant Financial Planner position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your paraplanning experience and any relevant qualifications. Be specific about your technical analysis skills and client interaction experiences that align with the job requirements.
Showcase Your Analytical Skills: Provide examples of how you've used your analytical skills in previous roles. This could include specific projects or tasks where your analysis led to successful outcomes, demonstrating your capability for the role.
Professional Presentation: Ensure your application documents are well-organized and professionally presented. Use clear formatting, check for spelling and grammar errors, and make sure your contact information is up-to-date.
How to prepare for a job interview at Quarsh | B Corp Certified
✨Showcase Your Technical Expertise
Be prepared to discuss your technical knowledge and experience in financial planning. Highlight specific examples of how you've conducted technical analysis or assisted with client reports in your previous roles.
✨Demonstrate Strong Analytical Skills
During the interview, emphasize your analytical abilities. You might be asked to solve a case study or analyze a financial scenario, so practice articulating your thought process clearly and logically.
✨Prepare for Client Interaction Questions
Since client communication is key in this role, think about past experiences where you successfully interacted with clients. Be ready to share how you ensured reports were client-friendly and how you managed client expectations.
✨Exhibit Professionalism and Organisation
The company values high standards of ethics and organisation. Prepare to discuss how you maintain these standards in your work, perhaps by sharing examples of how you manage client records or supervise client services effectively.
