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- Tasks: Support Financial Planners with analysis, client reports, and meetings.
- Company: Join a dynamic team in West London focused on financial planning excellence.
- Benefits: Enjoy professional development and the chance to mentor junior team members.
- Why this job: Be a key player in impactful financial advisory processes and grow your career.
- Qualifications: Chartered status or nearing it, with 3-5 years of paraplanning experience required.
- Other info: Ideal for those ready to make a significant impact in their career.
The predicted salary is between 36000 - 60000 £ per year.
Senior Assistant Financial Planner
West London, W1W
Are you ready to take your financial planning career to the next level? Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Heres what\’s in it for you:
Why You\’ll Love This Job:
- Be a Key Player: Work closely with Financial Planners and be central to the advisory process.
- Diverse Responsibilities: From technical analysis to client meetings, your role will be varied and impactful.
- Professional Development: Stay updated with the latest financial products and legislation, and continuously develop your skills.
What You\’ll Do:
- Support Financial Planners: Conduct technical analysis, assist with client reports, and attend client meetings.
- Client Interaction: Communicate with clients, review paperwork, and ensure reports are client-friendly.
- Internal Coordination: Supervise client services, manage client records, and maintain high work standards.
- Mentoring: Act as a role model and provide guidance to junior team members.
What We\’re Looking For:
- Technical Expertise: Chartered status (or close to achieving) with 3-5 years of paraplanning experience.
- Analytical Skills: Strong analytical abilities and good academic qualifications.
- Professional and Organised: High standards of ethics, integrity, and organisation.
Ready to make a significant impact and grow with our client? Apply now!
Senior Assistant Financial Planner employer: Quarsh | B Corp Certified
Contact Detail:
Quarsh | B Corp Certified Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Assistant Financial Planner
✨Tip Number 1
Make sure to highlight your technical expertise and paraplanning experience during the interview. Be prepared to discuss specific examples of how you've supported financial planners in the past.
✨Tip Number 2
Demonstrate your analytical skills by preparing a case study or example of a complex financial analysis you've conducted. This will show your potential employer that you can handle the diverse responsibilities of the role.
✨Tip Number 3
Emphasize your ability to communicate effectively with clients. Practice explaining financial concepts in simple terms, as this will be crucial for client interactions in the role.
✨Tip Number 4
Show your commitment to professional development by discussing any recent courses or certifications you've completed. This will demonstrate your dedication to staying updated with the latest financial products and legislation.
We think you need these skills to ace Senior Assistant Financial Planner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Senior Assistant Financial Planner position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your paraplanning experience and any relevant technical expertise. Be specific about your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Analytical Skills: Demonstrate your strong analytical abilities by providing examples of past work where you conducted technical analysis or contributed to client reports. This will help illustrate your fit for the role.
Professional Presentation: Ensure that your application materials are well-organized and professionally presented. Use clear formatting, check for spelling and grammar errors, and make sure your documents reflect high standards of ethics and integrity.
How to prepare for a job interview at Quarsh | B Corp Certified
✨Showcase Your Technical Expertise
Be prepared to discuss your technical knowledge and experience in financial planning. Highlight any relevant qualifications, especially if you are close to achieving chartered status, as this will demonstrate your commitment to the profession.
✨Demonstrate Analytical Skills
Expect questions that assess your analytical abilities. Prepare examples of how you've used these skills in past roles, particularly in conducting technical analysis or preparing client reports.
✨Emphasize Client Interaction Experience
Since the role involves significant client interaction, be ready to share your experiences in communicating with clients. Discuss how you ensure that reports are client-friendly and how you handle client meetings.
✨Highlight Mentoring and Teamwork
As a Senior Assistant Financial Planner, you'll be expected to mentor junior team members. Share examples of how you've supported colleagues in the past and your approach to teamwork and collaboration.
