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- Tasks: Work closely with a Senior Adviser to support high-net-worth clients.
- Company: Join a prestigious Chartered Financial Planning firm in Altrincham.
- Benefits: Enjoy a competitive salary, executive perks, and full study support for Chartered status.
- Why this job: Gain hands-on experience in financial planning while making a real impact on clients' lives.
- Qualifications: Dip Level 4 minimum; experience with HNW and UHNW clients preferred.
- Other info: Collaborative team environment with opportunities for professional growth.
The predicted salary is between 35000 - 45000 £ per year.
A Chartered Financial Planning firm in Altrincham is looking to appoint an experienced paraplanner to join their team. Working on a one-to-one basis with a Senior Adviser, you will be comfortable working with clients in the £500k to £2m space and on IHT and VCT cases as well as more complex pension matters. Full study support to achieve Chartered status will be provided.
About the Role
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Attending client meetings as required
Qualifications - Dip Level 4 minimum, ideally working to Chartered
Required Skills - Experience of working with HNW and UHNW clients, writing reports and undertaking research.
Pay range and compensation package - You will receive an excellent salary (£35k-£45k), executive benefits and study support.
Next steps - Contact via email below for a confidential discussion and review of opportunity and process.
Paraplanner employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Understanding their unique financial situations and preferences will help you demonstrate your expertise during interviews.
✨Tip Number 2
Brush up on your knowledge of inheritance tax (IHT) and venture capital trusts (VCT). Being able to discuss these topics confidently will show that you're well-prepared for the complexities of the role.
✨Tip Number 3
Network with professionals in the financial planning industry, especially those who work with HNW clients. This can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 4
Stay updated on current market trends and global financial situations. Being knowledgeable about the latest developments will not only impress during interviews but also prepare you for client discussions.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a paraplanner. Familiarise yourself with the specific tasks mentioned in the job description, such as preparing reports and conducting market research.
Tailor Your CV: Highlight your relevant experience, especially any work with high-net-worth clients and your qualifications. Make sure to mention your Dip Level 4 and any progress towards Chartered status, as this is a key requirement for the role.
Craft a Compelling Cover Letter: Use your cover letter to explain why you're a great fit for the position. Discuss your experience with IHT, VCT cases, and complex pension matters, and express your enthusiasm for the opportunity to work closely with a Senior Adviser.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial planning industry.
How to prepare for a job interview at Ferguson Dean
✨Know Your Numbers
Familiarise yourself with the financial figures relevant to high-net-worth clients, especially those in the £500k to £2m range. Be prepared to discuss how you would approach their unique financial needs and demonstrate your understanding of IHT and VCT cases.
✨Showcase Your Report Writing Skills
Since report preparation is a key part of the role, bring examples of reports you've written in the past. Highlight your ability to create clear, concise, and informative documents that cater to client needs.
✨Demonstrate Collaborative Spirit
Emphasise your experience working in teams and how you can contribute to a collaborative environment. Share examples of how you've successfully worked alongside advisers or other team members to achieve client goals.
✨Stay Updated on Market Trends
Research current market positions and global financial situations before the interview. Being able to discuss recent trends will show your commitment to staying informed and your ability to provide valuable insights to clients.
