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- Tasks: Support advisers with bespoke reports, cash flow modeling, and client reviews.
- Company: Join a respected boutique Chartered Independent firm in Central London.
- Benefits: Enjoy a competitive salary up to £70,000, hybrid work, and excellent bonuses.
- Why this job: Shape processes, mentor juniors, and tackle complex financial cases in a collaborative environment.
- Qualifications: 5+ years of paraplanning experience and Level 4 diploma in Financial Planning required.
- Other info: Ideal for those seeking a long-term career path towards management or advisory roles.
The predicted salary is between 42000 - 98000 £ per year.
Senior Paraplanner Opportunity (Client facing)
Central London/Hybrid
Salary to £70,000 and excellent benefits/Bonus
Longer term route to Management or Advisory role in due course
An outstanding opportunity in a highly respected boutique Chartered Independent firm with a longstanding client base of private clients and their families
You would be providing full paraplanning support to three/four advisers with a growing book of clients, with a focus on efficiency, professionalism, quality, and accuracy. Main responsibilities will include bespoke Suitability Reports for UHNW cases, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT, and protection.
You will have the opportunity to be involved in ad-hoc projects, implementing and improving processes and playing a key part in shaping the processes. The ideal candidate will have a minimum of 5 years paraplanning experience, excellent attention to detail and great communication skills. You will be asked to mentor more junior members in the team and working on complex and technical paraplanning cases so you must enjoy a challenge and work in a collaborative manner
Essentially you must possess at least three years in a similar role, hold the level 4 diploma in regulated Financial Planning and ideally be close to or hold chartered status. Your experience must be gained in the independent sector and you will possess good technical financial and personal tax knowledge and experience of complex report writing and conducting whole-of-market product research.
This represents an ideal opportunity for a highly talented technical Paraplanning expert to join a superb employer and forge a long-term career in the business
CV to jim.m@financialdivisions.co.uk
Senior Paraplanner (Client Facing) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Client Facing)
✨Tip Number 1
Make sure to highlight your experience in paraplanning, especially if you have worked with UHNW clients. This will show that you understand the complexities involved and can handle the responsibilities of the role.
✨Tip Number 2
Demonstrate your technical competence by discussing specific financial products you have worked with, such as pensions and investments. This will help us see your depth of knowledge and suitability for the position.
✨Tip Number 3
Emphasize your communication skills and any mentoring experience you have. As this role involves working closely with advisers and junior team members, showcasing your ability to collaborate effectively is crucial.
✨Tip Number 4
If you have been involved in process improvement or ad-hoc projects, be sure to mention these experiences. We value candidates who can contribute to enhancing our operations and shaping our processes.
We think you need these skills to ace Senior Paraplanner (Client Facing)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially your technical competence in pensions, investments, IHT, and protection. Emphasize any mentoring roles you've had and your ability to work collaboratively.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience with bespoke Suitability Reports and Cash Flow Modelling, and how you can contribute to improving processes within the firm.
Showcase Your Technical Skills: Be specific about your technical skills in financial planning and personal tax knowledge. Provide examples of complex report writing and market research you've conducted that demonstrate your expertise.
Highlight Your Communication Skills: Since the role is client-facing, emphasize your excellent communication skills. Share examples of how you've effectively communicated complex information to clients or mentored junior team members.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Competence
Be prepared to discuss your experience with various financial products such as pensions, investments, and IHT. Highlight specific examples where you've successfully created bespoke Suitability Reports or conducted complex market research.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, share instances where your attention to detail made a significant impact on a project or client outcome. This will show that you understand the importance of precision in paraplanning.
✨Emphasize Your Communication Skills
As this is a client-facing role, be ready to illustrate how you've effectively communicated complex financial information to clients or team members. Use examples that showcase your ability to simplify technical jargon.
✨Discuss Your Mentoring Experience
Since you'll be mentoring junior team members, talk about any previous mentoring or leadership roles you've held. Share how you approach teaching and supporting others, which will demonstrate your collaborative spirit.
