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For Companies At a Glance
- Tasks: Support Wealth Planners in delivering financial advice to high-net-worth clients.
- Company: Join a prestigious boutique Wealth Management firm in Mayfair, London.
- Benefits: Competitive salary of £45-60K and opportunities for professional development.
- Why this job: Be part of a dynamic team, enhancing your skills while making a real impact on clients' financial futures.
- Qualifications: Minimum 3 years as a Paraplanner; CII Diploma in Regulated Financial Planning required.
- Other info: Opportunity to attend client meetings and work on various business projects.
The predicted salary is between 36000 - 84000 £ per year.
SALARY 45-60K
The Client
A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Mayfair (London).
The Role
The Assistant Wealth Planner will play an integral role within the Wealth planning team, taking responsibility for confidently supporting the Wealth Planners in both delivering and executing the financial advice to HNW clients. The successful candidate will provide full professional and technical support to the Wealth Planners and will carry out quality research on a full range of financial planning product services.
The Assistant Wealth Planner is to undertake accurate calculations and cashflow modelling when needed, as well as prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on knowledge of the client.
The Assistant Wealth Planner will assign and manage external paraplanning resource where needed and will take ownership of provider research panels, across several areas, including, DFMs, SIPPs, offshore bonds, platforms and insurance companies.
The Assistant Wealth Planner will confidently draft and co-ordinate technical documents and research for client presentations, maintain accurate records, prepare review packs and pre-meeting materials and continuously look for ways to improve the suitability report template.
The Assistant Wealth Planner may attend client meetings with the Wealth Planners (as required) as well as provide support with various ad-hoc business projects.
The Candidate
Minimum 3 years’ experience as a Paraplanner or Assistant Wealth Planner
Academic achiever – keen to develop longer term and keen to build upon client relationships.
CII Diploma in Regulated Financial Planning (Level 4) essential
Working towards (or willingness to) CII Advanced Diploma
Product knowledge with the ability to work in a small team
Experience using cashflow planning software (Voyant) desirable
Excellent attention to detail
Exceptional verbal and written communication
Organised and methodical
Advanced MS Office (Word, Excel, PowerPoint) desirable
Experience using IO and IRESS (exchange) desirable
Assistant Wealth Planner , DipPFS , HNW Clients employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Wealth Planner , DipPFS , HNW Clients
✨Tip Number 1
Make sure to familiarize yourself with the specific financial planning products and services that the firm offers. Understanding these will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management industry, especially those who work with HNW clients. Attend relevant events or join online forums to connect with others and gain insights into the role of an Assistant Wealth Planner.
✨Tip Number 3
Brush up on your cashflow planning software skills, particularly with Voyant. If you have experience with similar tools, be prepared to discuss how you've used them in past roles to support financial planning.
✨Tip Number 4
Prepare to showcase your attention to detail and organizational skills during the interview. Think of examples from your previous experience where these skills were crucial in delivering high-quality support to wealth planners.
We think you need these skills to ace Assistant Wealth Planner , DipPFS , HNW Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner or Assistant Wealth Planner. Emphasize your academic achievements, particularly the CII Diploma in Regulated Financial Planning, and any experience with cashflow planning software like Voyant.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your ability to support Wealth Planners and your experience in preparing suitability reports and conducting provider research. Show how your skills align with the needs of HNW clients.
Highlight Technical Skills: Clearly outline your technical skills in your application. Mention your proficiency in MS Office, especially Word, Excel, and PowerPoint, as well as any experience with IO and IRESS. This will demonstrate your capability to draft and coordinate technical documents effectively.
Showcase Attention to Detail: Provide examples in your application that showcase your attention to detail and organizational skills. This is crucial for tasks like cashflow modeling and maintaining accurate records, which are key responsibilities of the Assistant Wealth Planner role.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of financial planning products and services. Be prepared to discuss your experience with cashflow modelling and any relevant software you've used, like Voyant.
✨Demonstrate Attention to Detail
Since the role requires accuracy in calculations and report preparation, provide examples from your past work where your attention to detail made a significant impact. This will show that you can handle the responsibilities of the position.
✨Prepare for Client Interaction Scenarios
As the Assistant Wealth Planner may attend client meetings, think about how you would support the Wealth Planners during these interactions. Prepare to discuss how you would handle client queries or present technical information clearly.
✨Express Your Willingness to Learn
The firm values candidates who are keen to develop and build client relationships. Share your long-term career goals and how you plan to achieve them, especially regarding obtaining the CII Advanced Diploma.
