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- Tasks: Support Financial Planning Directors by preparing top-notch advice and managing client workflows.
- Company: Leading wealth management firm in London with a focus on inclusion and development.
- Benefits: Hybrid working model, competitive benefits, and strong commitment to employee growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: CII Diploma in Financial Planning and 2-3 years of paraplanning experience.
- Other info: Great opportunity for career advancement in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm in London is looking for a Paraplanner. This role involves supporting Financial Planning Directors by preparing high-quality advice and managing workflows to meet client needs.
Candidates should hold a CII Diploma in Financial Planning and have 2-3 years of paraplanning experience.
The firm offers a hybrid working model, competitive benefits, and a commitment to employee development and inclusion.
Hybrid Paraplanner: Client-Focused Wealth Planning employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Client-Focused Wealth Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Paraplanner 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 knowledge and client management skills. We recommend practising common interview questions related to financial planning and paraplanning scenarios, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It’s a simple gesture that can leave a lasting impression on potential employers.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to find roles that match your skills and experience, so don’t miss out on the opportunity to join a fantastic team in the wealth management industry.
We think you need these skills to ace Hybrid Paraplanner: Client-Focused Wealth Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your CII Diploma. 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 passionate about wealth management and how you can support our Financial Planning Directors. Keep it concise but engaging – we love a good story!
Showcase Your Experience: When detailing your paraplanning experience, be specific about your achievements. Did you streamline workflows or improve client satisfaction? We want to know how you've made an impact in your previous roles!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially the CII Diploma content. Be ready to discuss specific cases where you've applied your paraplanning skills and how you've supported Financial Planning Directors in the past.
✨Showcase Your Client Focus
Since this role is all about client-focused wealth planning, prepare examples that highlight your ability to understand and meet client needs. Think about times when you went above and beyond for a client and be ready to share those stories.
✨Embrace the Hybrid Model
Familiarise yourself with hybrid working practices. Be prepared to discuss how you manage your time and productivity in a flexible work environment. This shows you're adaptable and ready to thrive in their setup.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to employee development and inclusion. This not only shows your interest in the company culture but also helps you gauge if it's the right fit for you.
