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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 based in Mayfair, London.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team making a real impact on clients' financial futures.
- Qualifications: Minimum 3 years' experience as a Paraplanner; CII Diploma in Regulated Financial Planning required.
- Other info: Opportunity to attend client meetings and engage in various business projects.
The predicted salary is between 36000 - 60000 £ per year.
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
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
Network with professionals in the wealth management sector, especially those who work with HNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of this clientele.
✨Tip Number 2
Familiarise yourself with the latest financial planning software, particularly cashflow planning tools like Voyant. Being proficient in these tools will not only enhance your skill set but also demonstrate your commitment to the role.
✨Tip Number 3
Stay updated on current trends and regulations in wealth management. This knowledge will help you engage in meaningful conversations during interviews and show that you're proactive about your professional development.
✨Tip Number 4
Prepare to discuss your experience with client relationships and how you've supported wealth planners in the past. Be ready to share specific examples that highlight your attention to detail and organisational skills.
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. Emphasise 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 firm. 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.
Showcase Technical Skills: Highlight your proficiency in MS Office and any experience with IO and IRESS. Provide examples of how you've used these tools in previous roles to enhance your contributions to financial planning projects.
Demonstrate Attention to Detail: In your application, provide specific examples that showcase your attention to detail. This could include instances where your meticulousness led to successful outcomes in client presentations or report preparations.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning products and services. Be prepared to discuss your experience with cashflow modelling and any relevant software like Voyant, as this will demonstrate your technical competence to the interviewers.
✨Demonstrate Attention to Detail
Given the nature of the role, it's crucial to highlight your attention to detail. Bring examples of how you've ensured accuracy in your previous work, whether it’s through preparing reports or conducting research, to show that you can maintain high standards.
✨Prepare for Client Interaction Scenarios
Since the role may involve attending client meetings, think about how you would handle various client scenarios. Prepare to discuss how you would support Wealth Planners during these interactions and how you would communicate complex information clearly.
✨Express Your Willingness to Learn
The firm values candidates who are keen to develop and build client relationships. Be ready to talk about your career aspirations and how you plan to further your qualifications, such as working towards the CII Advanced Diploma, to show your commitment to growth.
