At a Glance
- Tasks: Analyse client data and provide tailored investment recommendations.
- Company: Dynamic financial planning firm in London with a supportive culture.
- Benefits: Up to £45k salary, hybrid work model, and professional growth opportunities.
- Why this job: Join a fast-paced team and make a real difference in clients' financial futures.
- Qualifications: CII Level 4 diploma and strong communication skills required.
- Other info: Flexible working arrangements to support your lifestyle.
The predicted salary is between 36000 - 54000 £ per year.
A financial planning firm is seeking a Paraplanner in London to analyse client data and provide investment recommendations. The ideal candidate should possess excellent communication skills and a CII Level 4 diploma in regulated financial planning. With a hybrid work model, the role allows flexibility in working arrangements, aiming to create a supportive environment for professional growth. Candidates should be detail-oriented team players comfortable in fast-paced environments, committed to delivering exceptional client service.
Hybrid Paraplanner | London | Up to £45k + Benefits employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner | London | Up to £45k + Benefits
✨Tip Number 1
Network like a pro! Reach out to industry professionals on LinkedIn or attend local finance events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Paraplanner role.
✨Tip Number 2
Prepare for the interview by practising common questions related to financial planning and client service. We recommend role-playing with a friend to boost your confidence and refine your communication skills.
✨Tip Number 3
Showcase your attention to detail! Bring examples of how you've analysed data or made investment recommendations in past roles. We want to see how you can apply your CII Level 4 knowledge in real-world scenarios.
✨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 Hybrid Paraplanner | London | Up to £45k + Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, like the CII Level 4 diploma. We want to see how your skills match what we're looking for!
Show Off Your Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively communicated with clients or team members in the past. Let us know how you can deliver exceptional client service!
Be Detail-Oriented: As a Paraplanner, attention to detail is crucial. In your application, mention specific instances where your detail-oriented approach made a difference in your work. We love seeing that commitment to quality!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the specifics of the CII Level 4 diploma. Brush up on investment strategies and client data analysis, as these will likely come up during your interview.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated complex financial information to clients or team members in the past.
✨Demonstrate Team Spirit
Be ready to share examples of how you’ve worked collaboratively in a team. Highlight your ability to thrive in fast-paced environments and how you contribute to a supportive atmosphere, which aligns with the firm's values.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client service and professional growth opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
