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- Tasks: Provide tailored financial planning advice and lead a team of paraplanners.
- Company: Leading financial advisory firm in Greater London with a focus on empowerment.
- Benefits: Competitive salary up to £80,000, medical insurance, and paid study support.
- Why this job: Join a dynamic environment where you can make a real impact on clients' financial futures.
- Qualifications: Extensive technical knowledge in finance and strong leadership skills.
- Other info: Empowering culture with opportunities for professional growth.
The predicted salary is between 48000 - 64000 £ per year.
A leading financial advisory firm in Greater London seeks a financial planner with extensive technical knowledge and strong leadership skills. The role involves providing tailored financial planning advice while managing client relationships and guiding a team of paraplanners.
Offering a competitive salary of up to £80,000 along with comprehensive benefits like medical insurance and paid study support, this position embodies a dynamic environment aimed at empowering staff and clients alike.
Senior Financial Planner & Paraplanning Lead employer: Quarsh
Contact Detail:
Quarsh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner & Paraplanning Lead
✨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 opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and leadership. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work, especially those that highlight your technical knowledge and leadership skills. This will help you stand out as a candidate who can truly add value to the team.
✨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!
We think you need these skills to ace Senior Financial Planner & Paraplanning Lead
Some tips for your application 🫡
Show Off Your Expertise: Make sure to highlight your extensive technical knowledge in financial planning. We want to see how your skills can benefit our clients and team, so don’t hold back on showcasing your experience!
Leadership Matters: Since this role involves guiding a team of paraplanners, it’s crucial to demonstrate your leadership skills. Share examples of how you've successfully led teams or projects in the past – we love to see that kind of initiative!
Tailor Your Application: Just like we provide tailored financial advice, your application should be customised for us. Make sure to align your experiences with the job description and show how you fit into our dynamic environment.
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 Quarsh
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge before the interview. Be ready to discuss financial planning strategies, investment options, and regulatory requirements. This role demands expertise, so showing that you’re on top of the latest trends will impress them.
✨Showcase Your Leadership Skills
Since this position involves guiding a team of paraplanners, be prepared to share examples of your leadership experience. Think about times when you’ve successfully managed a team or mentored someone. Highlighting your ability to inspire and lead will set you apart.
✨Tailor Your Approach
Understand the firm’s client base and their specific needs. During the interview, demonstrate how you would provide tailored financial advice. Use examples from your past experiences to show how you’ve adapted your strategies to meet diverse client requirements.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, team dynamics, and client relationships. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
