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- Tasks: Lead the ParaPlanning and client admin functions to deliver top-notch service.
- Company: A leading wealth management firm in Greater London with a supportive culture.
- Benefits: Comprehensive benefits package and a collaborative work environment.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: Leadership skills and a solid understanding of financial planning regulations.
- Other info: Great opportunities for growth in the high-net-worth sector.
The predicted salary is between 43200 - 72000 £ per year.
A leading wealth management firm in Greater London seeks a skilled individual for a position in their Financial Planning team. This role involves managing ParaPlanning and client administration functions to ensure high standards of service.
Ideal candidates will possess leadership skills and a strong understanding of financial planning and regulations. Additional qualifications relevant to financial advisory are required, alongside experience in the high-net-worth sector.
The firm offers a supportive environment and comprehensive benefits package.
Lead, Advice Operations & Paraplanning employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead, Advice Operations & Paraplanning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 brushing up on your knowledge of financial regulations and high-net-worth client needs. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your leadership skills during interviews! Think of examples from your past experiences where you’ve led a team or improved processes. This will help you stand out as a candidate who can manage ParaPlanning effectively.
✨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 Lead, Advice Operations & Paraplanning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Lead, Advice Operations & Paraplanning role. Highlight your leadership abilities and any relevant qualifications in financial advisory to catch our eye!
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 background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Relevant Experience: When detailing your experience, focus on your work in the high-net-worth sector and any specific achievements in ParaPlanning or client administration. We want to see how you've made an impact in your previous roles!
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 in our Financial Planning team!
How to prepare for a job interview at Quilter
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning and regulations. Be ready to discuss specific strategies you've used in the past, especially in the high-net-worth sector. This shows you’re not just familiar with the theory but have practical experience too.
✨Show Off Your Leadership Skills
Since this role involves managing ParaPlanning and client administration, be prepared to share examples of how you've successfully led teams or projects. Highlight any challenges you faced and how you overcame them to demonstrate your leadership capabilities.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Knowing what they stand for will help you tailor your answers and show that you’re a good fit for their supportive environment. It also gives you a chance to ask insightful questions about their team dynamics.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills in real-world situations. Think of examples where you had to make tough decisions or manage client expectations, and be ready to explain your thought process and the outcomes.
