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- Tasks: Support Financial Planners and engage with clients through technical analysis and report preparation.
- Company: Reputable financial planning firm in Greater London with a dynamic team culture.
- Benefits: Professional development opportunities and a supportive work environment.
- Why this job: Join a team where your analytical skills can shine and make a real difference for clients.
- Qualifications: Chartered status and 3-5 years of paraplanning experience required.
- Other info: Ideal for those seeking growth in a collaborative and ethical workplace.
The predicted salary is between 42000 - 60000 £ per year.
A financial planning firm in Greater London is seeking a Senior Assistant Financial Planner to support Financial Planners and provide client interaction. The role includes conducting technical analysis, preparing client reports, and supervising client services.
Candidates should have chartered status and 3-5 years of experience in paraplanning. Strong analytical and organizational skills are essential, along with a commitment to high ethical standards.
This position offers professional development opportunities in a dynamic team environment.
Senior Assistant Financial Planner — Key Client Advisor employer: Quarsh
Contact Detail:
Quarsh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Assistant Financial Planner — Key Client Advisor
✨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 hunt for a Senior Assistant Financial Planner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical analysis skills. Be ready to discuss how you've used these skills in past roles, especially in paraplanning. We want to see that you can not only talk the talk but also walk the walk!
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of client reports you've prepared or projects you've managed. This will demonstrate your ability to support Financial Planners effectively and keep everything running smoothly.
✨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 are proactive about their job search. Let’s get you into that dynamic team environment!
We think you need these skills to ace Senior Assistant Financial Planner — Key Client Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and any relevant qualifications. We want to see how your skills align with the role of Senior Assistant Financial Planner, so don’t hold back on showcasing your chartered status!
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 analytical skills can benefit our team. We love seeing genuine enthusiasm for the role!
Showcase Your Client Interaction Skills: Since this role involves client interaction, make sure to highlight any previous experience you have in this area. We’re looking for someone who can communicate effectively and build strong relationships with clients.
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 the position. Plus, it’s super easy to do!
How to prepare for a job interview at Quarsh
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and analysis techniques. Familiarise yourself with the latest trends in financial planning, as this will show your commitment to staying informed and relevant in the field.
✨Showcase Your Experience
Prepare specific examples from your 3-5 years of paraplanning experience that highlight your analytical skills and client interaction. Use the STAR method (Situation, Task, Action, Result) to structure your responses and demonstrate how you've successfully supported Financial Planners in the past.
✨Emphasise Ethical Standards
Since high ethical standards are crucial in this role, be prepared to discuss how you’ve navigated ethical dilemmas in your previous positions. This will not only showcase your integrity but also align with the firm's values.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client services and professional development opportunities. This shows your genuine interest in the role and helps you assess if the company culture aligns with your career goals.
