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- Tasks: Support financial planners by preparing client reports and managing communications.
- Company: Join a prestigious, award-winning Wealth & Investment Management firm focused on family wealth.
- Benefits: Enjoy a competitive salary of £45-65k and an extensive benefits package.
- Why this job: Be part of an exciting growth phase and contribute to meaningful financial planning for families.
- Qualifications: CII DipPFS qualification and 2 years of report writing experience required.
- Other info: Opportunity for continued learning and development in a supportive environment.
The predicted salary is between 45000 - 65000 £ per year.
My client is a prestigious multi-award winning Wealth & Investment Management firm seeking a Paraplanner to join their business as part of a new growth phase that the company is experiencing. They are willing to pay a salary ranging from £45-65k, with an extensive benefits package, depending on experience in order to attract the best staff to their business. Their purpose is to be the best wealth manager for families and they offer their clients a wide range of services to help them save, plan and invest. They are always looking for talented and motivated people to join in helping achieve this goal. In return, you will benefit from working for a firm that supports continued learning and development and rewards individual contribution to its continued success. You will be joining this business at an exciting time as they start to really expand their Wealth division.
Responsibilities:
- Liaise with the Administrators and Planners to ensure all required information for report production is obtained in a timely manner.
- Ensure product research is kept up to date.
- Production of client reports within agreed timescales.
- Obtain and prepare paperwork required for client meetings and business submission.
- Deal with all forms of client communications including, where necessary, arranging client meetings for the Planners.
- Build technical knowledge.
About you:
- Will hold the CII DipPFS qualification.
- Will have at least 2 years of report writing experience, preferably within a Wealth Management setting.
- Will possess a client focus and concern for quality, ensuring client satisfaction and retention.
- Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams.
- Maintains a full and proper understanding of the financial services market.
- A diligent worker with a high level of attention to detail.
Paraplanner employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment strategies. This will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss specific examples of your report writing experience. Be ready to explain how your attention to detail has positively impacted client satisfaction in your previous roles.
✨Tip Number 4
Showcase your CII DipPFS qualification prominently in conversations and networking opportunities. This certification is crucial for the role and highlights your dedication to professional development in financial services.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially your report writing skills and any qualifications like the CII DipPFS. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the firm's goals. Mention specific experiences that align with the responsibilities listed in the job description.
Showcase Your Technical Knowledge: In your application, emphasise your technical knowledge and experience in the financial services market. Provide examples of how you've contributed to client satisfaction and retention in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Showcase Your Qualifications
Make sure to highlight your CII DipPFS qualification and any relevant experience you have in report writing. Be prepared to discuss how your qualifications align with the responsibilities of the Paraplanner role.
✨Demonstrate Client Focus
Prepare examples that showcase your client-focused approach. Discuss how you've ensured client satisfaction and retention in previous roles, as this is crucial for the position.
✨Research the Company
Familiarise yourself with the firm's services and their growth phase. Understanding their mission to be the best wealth manager for families will help you tailor your responses and show genuine interest.
✨Prepare for Technical Questions
Brush up on your technical knowledge related to wealth management and investment. Be ready to answer questions about current market trends and how they impact client strategies.
