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For Companies At a Glance
- Tasks: Support advisers by onboarding clients and ensuring compliance in client servicing.
- Company: Dynamic financial services firm located in Thames Ditton.
- Benefits: Competitive salary, flexible start dates, and a supportive work environment.
- Why this job: Join a team where your attention to detail makes a real difference.
- Qualifications: Experience in financial services, strong organisational skills, and Microsoft Office proficiency.
- Other info: Permanent position with opportunities for career growth.
The predicted salary is between 30000 - 40000 £ per year.
A financial services firm in Thames Ditton is seeking a detail-oriented Paraplanner to support advisers and ensure compliance within client servicing. The ideal candidate will have experience in the financial services industry, strong organizational skills, and proficiency in Microsoft Office.
Responsibilities
- Onboard clients
- Maintain and review client portfolios
- Ensure regulatory compliance within client servicing
Qualifications
- Experience in the financial services industry
- Strong organizational skills
- Proficiency in Microsoft Office
Offer
This permanent position offers a salary between £30,000 and £40,000 per annum and flexible start dates.
Wealth Paraplanner: Client & Compliance Support in Thames Ditton employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner: Client & Compliance Support in Thames Ditton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Wealth 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 knowledge of compliance and client servicing. We recommend practising common interview questions related to these areas, so you can showcase your expertise and organisational skills when it counts.
✨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. This not only shows your enthusiasm but also keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Wealth Paraplanner position. We make it easy for you to showcase your skills and experience directly to potential employers, so don’t miss out!
We think you need these skills to ace Wealth Paraplanner: Client & Compliance Support in Thames Ditton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services industry. We want to see how your skills align with the role of a Paraplanner, so don’t be shy about showcasing your organisational prowess and Microsoft Office skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of how you've supported advisers or ensured compliance in previous roles – we love a good story!
Be Detail-Oriented: As a Paraplanner, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to present their best selves!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Service Care Solutions
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial services industry. Be ready to discuss compliance regulations and client onboarding processes, as these are key aspects of the role. Showing that you understand the ins and outs of the industry will impress the interviewers.
✨Show Off Your Organisational Skills
Prepare examples of how you've successfully managed client portfolios or maintained compliance in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help demonstrate your strong organisational skills in a practical way.
✨Get Comfortable with Microsoft Office
Since proficiency in Microsoft Office is a must, make sure you're familiar with Excel, Word, and PowerPoint. Consider preparing a small presentation or report using these tools to showcase your skills during the interview. It’s a great way to show you’re ready to hit the ground running.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client servicing and compliance. This shows that you’re genuinely interested in the role and have done your homework. Plus, it gives you a chance to assess if the company aligns with your career goals.
