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For Companies At a Glance
- Tasks: Join us as a Paraplanner, handling technical research and client interactions.
- Company: We're a dynamic Wealth Management firm in North Kent, known for exceptional client service.
- Benefits: Enjoy private medical insurance, a discretionary bonus, and comprehensive study support.
- Why this job: Be part of a team that values professionalism and aims to democratise financial planning.
- Qualifications: Experience as a Paraplanner is preferred; diploma or Chartered exams are a plus.
- Other info: This role offers potential for career advancement in a supportive environment.
The predicted salary is between 28000 - 42000 £ per year.
Job Description
+ Private medical insurance
My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. With a solid reputation built over several years, they are committed to maintaining the highest standards of professionalism and ethics across all aspects of their operations. Their dedication to excellence has fuelled consistent year-on-year growth, leading to the recent expansion of their team.
My client prioritises personalised, professional, and reliable advice, ensuring exceptional service while upholding efficiency without compromising the human connection. Their overarching mission is to democratise financial planning, making it accessible to all individuals.
This role entails technical responsibilities such as Technical Research, Product Recommendation, Suitability Reports, client interaction, and Cash Flow Modelling.
Candidates with prior experience as a Paraplanner in a Private Client Wealth Management firm are preferred. We are seeking individuals who are looking to establish a career in the support aspect of Private Client Wealth Management, with potential for advancement and greater responsibilities as they enhance their skills. Possession of a diploma qualification or Chartered exams would be beneficial. The company provides an appealing bonus system, comprehensive study and exam support, and structured training initiatives.
If you're an experienced Paraplanner looking for a challenging yet rewarding opportunity, we encourage you to apply and become part of a dynamic team committed to excellence in financial planning.
To discuss this opportunity as a Paraplanner further please contact Joanna Clark.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Advisor - £35,000 - Near Dartford - Fully Office Based - Discretionary bonus +...
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, mission, and the specific services they offer. This will help you tailor your responses and demonstrate your genuine interest in their approach to wealth management.
✨Tip Number 2
Prepare to discuss your previous experience as a Paraplanner in detail. Be ready to share specific examples of how you've contributed to client satisfaction and the technical aspects of your role, such as suitability reports and cash flow modelling.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 4
Showcase your commitment to professional development. Mention any ongoing studies or plans to pursue further qualifications, such as Chartered exams, as this aligns with the company's emphasis on excellence and growth.
We think you need these skills to ace Paraplanner - Advisor - £35,000 - Near Dartford - Fully Office Based - Discretionary bonus +...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner, particularly in Private Client Wealth Management. Emphasise your technical skills, such as Technical Research and Cash Flow Modelling, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your commitment to providing exceptional client service. Mention specific examples of how you've contributed to previous teams and how you can add value to this role.
Highlight Qualifications: If you possess any diplomas or have completed Chartered exams, make sure to mention these qualifications prominently in your application. This will demonstrate your commitment to professional development and enhance your candidacy.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of technical research, product recommendations, and suitability reports. Brush up on these areas and be ready to discuss specific examples from your past experience.
✨Showcase Your Client Interaction Skills
This role involves significant client interaction, so be prepared to talk about how you've successfully managed client relationships in the past. Highlight your ability to communicate complex financial concepts in an accessible way.
✨Emphasise Your Commitment to Professionalism
Given the firm's emphasis on ethics and professionalism, it's crucial to convey your own commitment to these values. Share instances where you've upheld high standards in your work or navigated challenging ethical situations.
✨Express Your Desire for Growth
The company is looking for candidates who want to grow within the Private Client Wealth Management sector. Be sure to express your enthusiasm for learning and advancing your skills, and mention any relevant qualifications you possess or are pursuing.
