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- Tasks: Manage your own client portfolio and build strong client relationships.
- Company: Join a top-rated company known for its supportive and relaxed work culture.
- Benefits: Enjoy 33 days holiday, hybrid working, flexible hours, and above-market salaries.
- Why this job: Empowering role with no pressure of targets, perfect for paraplanning enthusiasts.
- Qualifications: Level 4 qualified with paraplanning experience; eager to learn and grow.
- Other info: No CV needed to apply; just reach out and start a conversation!
The predicted salary is between 36000 - 60000 £ per year.
Just because you are happy doesn’t mean you can’t be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that doesn’t mean that you can’t be better looked after, challenged more, and paid more.
This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). As you might have guessed, they do things a bit differently here. The mindset is that you don’t have lunch at your desk and you don’t take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job.
It’s also why they offer 33 days holiday (increasing to 38 days with service), pay above market level salaries, and offer an annual review of salary and a bonus scheme of up to 7% of salary.
- Hybrid working
- Flexible hours
- Death in Service
- Pension
- Income Protection
As for the job, you are called a Client Manager for a reason and it’s because of the unique way the firm structures itself. You’re not behind the scenes bashing out reports but front and centre when it comes to the client relationship. You’ll get your own client portfolio to manage, clients often with £1m+ in assets, and you’ll sit in on all meetings. You will work closely with a financial planner but the majority of client work will be your responsibility. It’s challenging, refreshing and empowering. Perfect for those who love paraplanning and client work but don’t want the pressure of targets.
HERE'S WHAT YOU'LL NEED:
You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm. You will love learning and have the capacity to become Chartered if you’re not already on your way there. But whilst serious about the job, the business has long invested a great deal in making sure it’s a fun and interesting place to work. Wellbeing isn’t just a buzzword here - it’s an integral part of the firm’s ethos. You are someone who will thrive in that environment and will see yourself as a team player.
You’re happy. You’re loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that.
Click apply. If you don’t have a CV don’t worry just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Research the company culture and values before applying. Understanding their emphasis on wellbeing and a relaxed work environment will help you tailor your approach during any conversations with our consultants.
✨Tip Number 2
Prepare to discuss your experience in client management and how you've successfully handled client relationships in the past. This role is all about being front and centre, so showcasing your interpersonal skills will be key.
✨Tip Number 3
Think about how you can demonstrate your commitment to continuous learning and professional development. Mentioning your aspirations towards becoming Chartered can set you apart from other candidates.
✨Tip Number 4
Be ready to share examples of how you've thrived in team environments. Since this role requires collaboration with financial planners, showing that you're a team player will resonate well with us.
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 as described in the job advert. Highlight your relevant experience and how it aligns with the company's unique approach to client management.
Tailor Your CV: Customise your CV to reflect your qualifications and experience as a paraplanner. Emphasise your level 4 qualification and any relevant achievements that demonstrate your capability in managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for paraplanning and client relationships. Mention why you are interested in this particular company and how their ethos aligns with your values, especially regarding wellbeing and work-life balance.
Follow Up: After submitting your application, consider following up with a brief message expressing your enthusiasm for the role. This shows initiative and keeps you on the company's radar, reinforcing your interest in the position.
How to prepare for a job interview at Exchange Street Executive Search
✨Show Your Passion for Paraplanning
Make sure to express your enthusiasm for paraplanning and client management during the interview. Share specific examples of how you've enjoyed working with clients and managing portfolios, as this role is all about building relationships.
✨Demonstrate Your Qualifications
Since the company requires at least level 4 qualifications, be prepared to discuss your educational background and any relevant certifications. Highlight your journey towards becoming Chartered if you're on that path, as it shows your commitment to professional growth.
✨Emphasise Teamwork and Wellbeing
The firm values a relaxed and supportive work environment, so be sure to mention your ability to work well in teams and your appreciation for workplace wellbeing. Share experiences where you contributed to a positive team dynamic or supported colleagues.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, hybrid working arrangements, and how they support employee development. This not only shows your interest in the role but also helps you gauge if the company aligns with your values.
