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- Tasks: Support Financial Planners by creating reports and attending client meetings.
- Company: Join a leading financial management firm focused on personalised services.
- Benefits: Enjoy a competitive salary, flexible working, and health programmes.
- Why this job: Be part of a growing team with opportunities for professional development and impact.
- Qualifications: 3-4 years as a Paraplanner, ideally Chartered or working towards it.
- Other info: Hybrid working model: 3 days WFH, 2 days in the office.
The predicted salary is between 48000 - 72000 £ per year.
Salary £60k DOE plus a discretionary annual bonus and excellent benefits. Central London Hybrid working, 3 days WFH & 2 days office, plus greater flexibility. This is an exciting opportunity to join a leading financial management firm committed to delivering personalised financial planning and investment services. The Senior Paraplanner position is a newly created role that will report directly to the Financial Planning Director and provide support to a growing team. The ideal candidate will have experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and will be Chartered or actively working towards Chartered status.
Responsibilities as Senior Paraplanner:
- Create and deliver high-quality, compliant, and timely suitability reports to RFP and clients
- Attend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documents
- Respond to client queries where appropriate
- Support the Financial Planner in managing and delivering the ongoing client service strategy
- Prepare Annual Review documentation, including cashflow modelling where appropriate
- Proactively work with the Paraplanning Manager and team to deliver results
What you will need to succeed as Senior Paraplanner:
- Client-centric approach with excellent communication and organisational skills.
- Strong understanding of the advice process and ability to identify appropriate solutions for clients.
- Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.
- Excellent understanding of risk and governance frameworks and the regulatory environment
- Proficiency in MS Office Systems, report writing, and business systems (e.g., X plan/RID)
- CII Diploma in Regulated Financial Advice (Level 4) or equivalent (ideally Chartered or working towards)
- 3 to 4 years proven experience as a Paraplanner
- Must have strong technical paraplanning experience
- Experience of working with UHNW and HNW clients.
Benefits:
- Competitive salary and benefits package
- Opportunities for professional development and career progression as a Financial Advisor.
- Supportive and collaborative work environment
- Flexible working arrangements
- Comprehensive health and wellness programs
Next steps/how to apply:
If you are interested in this opportunity, please submit your CV outlining your suitability for the role. We look forward to hearing from you!
Paraplanner employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting HNW and UHNW clients. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your experience with creating suitability reports and cashflow modelling during interviews. Be ready to provide examples of how you've successfully supported financial planners in the past.
✨Tip Number 4
Showcase your communication skills by practising how you would explain complex financial concepts to clients. Being able to convey information clearly and effectively is crucial for a Senior Paraplanner role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth and ultra-high-net-worth clients. Emphasise your technical paraplanning skills and any relevant qualifications, such as the CII Diploma in Regulated Financial Advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-centric approach and excellent communication skills. Mention specific examples of how you've successfully supported financial planners in the past.
Highlight Relevant Experience: In your application, clearly outline your 3 to 4 years of proven experience as a Paraplanner. Include details about your understanding of the advice process and your ability to analyse products and policies.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, it's crucial to demonstrate your strong technical paraplanning experience. Be prepared to discuss specific cases where you've successfully analysed products and made confident recommendations for HNW and UHNW clients.
✨Emphasise Client-Centric Approach
Highlight your client-centric approach during the interview. Share examples of how you've effectively communicated with clients and addressed their needs, as this role requires excellent communication and organisational skills.
✨Familiarise Yourself with Regulatory Frameworks
Make sure you have a solid understanding of risk and governance frameworks, as well as the regulatory environment. Be ready to discuss how these factors influence your decision-making process when creating suitability reports.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare to discuss how you would handle specific client situations or challenges in the paraplanning process, showcasing your analytical skills and ability to identify appropriate solutions.
