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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: This role offers empowerment and challenges without the pressure of targets.
- Qualifications: Level 4 qualified with paraplanning experience in a financial planning firm.
- Other info: No CV needed to apply; just reach out for a chat!
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.
Paraplanner employer: Exchange Street Executive Search
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. Since this role emphasises a relaxed work environment and employee wellbeing, showing that you align with these values in your conversations can set you apart.
✨Tip Number 2
Network with current or former employees on platforms like LinkedIn. They can provide insights into the company’s unique approach to paraplanning and client management, which can help you tailor your discussions during the application process.
✨Tip Number 3
Prepare to discuss your experience with client relationships and how you manage portfolios. This role is client-facing, so demonstrating your ability to build rapport and handle high-value clients will be crucial.
✨Tip Number 4
Be ready to express your enthusiasm for continuous learning and professional development. Since the company values growth and offers pathways to becoming Chartered, highlighting your commitment to furthering your qualifications can make a strong impression.
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: Craft your CV to reflect your qualifications and experience as a paraplanner. Emphasise your level 4 qualification and any relevant experience in financial planning firms. Make sure to showcase your ability to manage client relationships effectively.
Write a Compelling Cover Letter: Even if a CV isn't required initially, a cover letter can set you apart. Use it to express your enthusiasm for the role and the company’s ethos. Mention why you are drawn to their approach to work-life balance and employee wellbeing.
Follow Up: After submitting your application, consider following up with a brief message to express your continued interest. This shows initiative and can help keep your application top of mind for the hiring team.
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.
✨Emphasise Your Qualifications
Since the job requires at least level 4 qualifications, be prepared to discuss your educational background and any relevant certifications. Highlight your commitment to continuous learning and your aspirations to become Chartered.
✨Demonstrate Team Spirit
This company values teamwork and a relaxed work environment. Be ready to share examples of how you've collaborated with colleagues in the past and how you contribute to a positive workplace culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client management and employee wellbeing. This shows that you're genuinely interested in their unique culture and how you can fit into it.
