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- Tasks: Support financial advice processes and develop expertise in estate planning.
- Company: Growing financial services firm in London with a client-focused approach.
- Benefits: Comprehensive benefits package, private medical insurance, and flexible working options.
- Why this job: Gain valuable experience in financial planning while making a difference for clients.
- Qualifications: At least two years of experience in financial planning and Level 4 Diploma required.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A growing financial services firm in London is searching for an Associate Paraplanner to support the financial advice process. This hybrid role requires at least two years of experience in financial planning and a Level 4 Diploma in Financial Planning. You will have the opportunity to develop expertise in estate planning and offshore bonds while working closely with clients.
The company offers a comprehensive benefits package including private medical insurance and flexible working options.
Hybrid Paraplanner: Estate Planning & Client Focus employer: Weatherbys Ltd
Contact Detail:
Weatherbys Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner: Estate Planning & Client Focus
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their needs, especially in estate planning and client focus. We want you to shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to build your confidence. Focus on articulating your experience in financial planning and how it relates to the hybrid paraplanner role.
✨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: Estate Planning & Client Focus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications. We want to see how your skills align with the role of a Hybrid Paraplanner, so don’t hold back on showcasing your Level 4 Diploma!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about estate planning and how your client-focused approach can benefit our team. Let us know what excites you about this opportunity!
Showcase Relevant Experience: When detailing your work history, focus on your experience that relates directly to the responsibilities of a paraplanner. Highlight any specific projects or achievements that demonstrate your expertise in financial advice and client management.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Weatherbys Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around estate planning and offshore bonds. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Experience
With at least two years of experience required, be ready to share specific examples from your past roles. Highlight how you've supported the financial advice process and any client interactions you've had, as this will demonstrate your capability in a client-focused environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and their client base. This not only shows your interest but also helps you gauge if the firm aligns with your career goals and values.
✨Emphasise Flexibility
Since the role offers flexible working options, mention your adaptability and willingness to work in a hybrid environment. Share any experiences where you've successfully managed remote work or adapted to changing circumstances.
