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- 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 competitive salary of £45-60K and opportunities for professional development.
- Why this job: Be part of a dynamic team making a real impact in 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 work on various ad-hoc business projects.
The predicted salary is between 36000 - 60000 £ per year.
A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Mayfair (London).
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.
Assistant Wealth Planner , DipPFS , HNW Clients employer: JJ SEARCH LIMITED
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 role.
✨Tip Number 2
Familiarise yourself with the latest financial planning products and services relevant to HNW clients. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves drafting reports and attending client meetings, being articulate and clear will set you apart from other candidates.
✨Tip Number 4
Showcase your organisational skills by preparing a portfolio of your previous work, including examples of cashflow modelling and suitability reports. This will provide tangible evidence of your capabilities to potential employers.
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 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 company. Mention specific skills that align with the job description, such as your attention to detail and communication abilities.
Showcase Relevant Experience: When detailing your work history, focus on your responsibilities that relate to financial planning, client management, and technical support. Use quantifiable achievements to demonstrate your impact in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as this reflects your attention to detail, which is crucial for the role.
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 capability to support Wealth Planners effectively.
✨Highlight Your Attention to Detail
Given the nature of the role, it's crucial to emphasise your meticulousness. Prepare examples from your past work where your attention to detail made a significant impact, especially in drafting reports or managing client documentation.
✨Demonstrate Team Collaboration Skills
The Assistant Wealth Planner role requires working closely with others. Share experiences that showcase your ability to collaborate within a team, manage external resources, and contribute to group projects, highlighting how you can enhance team dynamics.
✨Prepare for Client Interaction Scenarios
Since you may attend client meetings, be ready to discuss how you would handle client interactions. Think of scenarios where you've successfully communicated complex information clearly and effectively, as this will show your readiness for client-facing responsibilities.
