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- Tasks: Conduct research and prepare reports to support Financial Advisers in delivering personalised advice.
- Company: Leading Wealth Management firm in Greater London with a focus on quality and compliance.
- Benefits: Competitive salary, flexible working options, 25 days holiday, and study support.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Strong knowledge in pensions and investments, plus excellent communication skills.
- Other info: Opportunity for professional development in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading Wealth Management firm in Greater London is seeking a detail-oriented Paraplanner to deliver high-quality financial planning support. The role involves conducting research, preparing reports, and collaborating with Financial Advisers to ensure compliant and personalized advice.
Candidates should have strong technical knowledge in pensions and investments, excellent communication skills, and proficiency in financial planning software.
The position offers competitive salary, flexible working options, and professional development support.
Senior Paraplanner – Hybrid, Study Support, 25 Days Holiday employer: Rayment Recruitment
Contact Detail:
Rayment Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Hybrid, Study Support, 25 Days Holiday
✨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 Senior 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, especially around pensions and investments. We recommend practising common interview questions and scenarios that might come up, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to the hiring team, so don’t miss out on that opportunity.
We think you need these skills to ace Senior Paraplanner – Hybrid, Study Support, 25 Days Holiday
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and your technical knowledge in pensions and investments. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. We love seeing personality, so let your enthusiasm for wealth management come through.
Showcase Your Communication Skills: As a Paraplanner, clear communication is key. In your application, demonstrate your ability to convey complex information simply. Whether it’s in your CV or cover letter, we want to see how you can make financial advice accessible.
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 role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Rayment Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Familiarise yourself with the latest trends and regulations in financial planning to show that you're not just a candidate, but a knowledgeable asset.
✨Showcase Your Communication Skills
Since the role involves collaborating with Financial Advisers, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated complex information in the past, as this will demonstrate your ability to convey personalised advice.
✨Get Comfortable with Financial Planning Software
If you have experience with specific financial planning software, be ready to discuss it. If not, do a bit of research on commonly used tools in the industry. Showing that you're tech-savvy can give you an edge over other candidates.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth management and their expectations for the Senior Paraplanner role. This shows your genuine interest and helps you assess if the company is the right fit for you.
