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- Tasks: Assist Financial Advisers and manage client planning needs while attending meetings.
- Company: Join a prestigious boutique Wealth Planning firm with an in-house DFM team.
- Benefits: Competitive salary, supportive team environment, and fast-track career progression.
- Why this job: Work with UHNW clients and gain invaluable experience to become a trusted Financial Planner.
- Qualifications: 2+ years relevant experience, Level 4 Diploma in Regulated Financial Planning, and strong analytical skills.
- Other info: Opportunity for continual professional development and a collaborative team culture.
The predicted salary is between 42000 - 77000 £ per year.
Central London
£50,000-£55,000
Are you an ambitious Paraplanner, seeking to start their journey as an Adviser? Do you want to work with UHNW clients? Are you interested in a firm that has its own DFM team, providing truly bespoke advice?
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Paraplanner, seeking a fast-track route to becoming a Financial Planner. Joining the business as a Paraplanner, you will be working closely with the Advisors and attending meetings, where you will be introduced to new and existing clients, enabling you to start building relationships with them to understand the key skills required to become a high calibre Financial Planner. The business works collaboratively as a team and this role offers full support and guidance to ensure you become a trusted Financial Planner, capable of attending client meetings to secure new clients, as well as managing clients that are handed to you.
Responsibilities
- Assist Financial Advisers in managing clients' planning needs and solutions, including assessing and researching options and solutions.
- Be an additional point of contact when the Advisers are not available and develop relationships of trust with the clients, managing all client-related enquiries in a timely manner.
- Attend client meetings with the Financial Planners.
- Draft and present detailed financial reports, including suitability letters, transfer recommendations, and product illustrations.
- Deal with insurance/investment companies, as required, to obtain client policy information or new illustrations and product information.
Knowledge
- 2+ years post qualified relevant experience.
- Strong all round technical knowledge of financial planning principles, investment products, pension transfers and taxation and client suitability.
- Understanding of FCA regulations and compliance related to financial advice.
- Proficiency in drafting and presenting detailed financial reports.
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.
Qualifications
- A University degree or equivalent combination of education/experience.
- Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma.
- Adhere to the T&C scheme to ensure regulatory compliance.
- Strong organisational and time management abilities and proficiency at multitasking.
- Highly numerate, with the ability to analyse financial data and provide insights.
- Meticulous when it comes to attention to detail with a strong focus on accuracy and compliance.
- Professional, presentable and motivated self-starter.
Paraplanner - Junior Financial Planner 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 - Junior Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, seminars, or webinars where you can meet experienced advisers and other paraplanners. Building these connections can provide valuable insights and potentially lead to job opportunities.
✨Tip Number 2
Consider seeking out a mentor who is already established in the financial planning field. A mentor can offer guidance, share their experiences, and help you navigate your career path towards becoming a Financial Planner.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. Subscribe to industry publications or join professional associations to enhance your knowledge and demonstrate your commitment to continuous learning during interviews.
✨Tip Number 4
Prepare for interviews by practising common questions related to financial planning and client management. Be ready to discuss your technical knowledge and how you can contribute to the team, especially in managing UHNW clients.
We think you need these skills to ace Paraplanner - Junior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise any specific skills related to client management, report drafting, and knowledge of FCA regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to become a Financial Planner. Mention your interest in working with UHNW clients and how you can contribute to the firm's bespoke advice approach.
Highlight Relevant Qualifications: Clearly list your qualifications, such as your Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma. This will demonstrate your commitment to professional development and compliance.
Showcase Your Soft Skills: In your application, emphasise your organisational skills, attention to detail, and ability to build relationships with clients. These soft skills are crucial for a Paraplanner role and will set you apart from other candidates.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning principles, investment products, and FCA regulations. Be prepared to discuss how your knowledge can benefit the firm and its clients.
✨Demonstrate Relationship-Building Skills
Since this role involves working closely with clients, highlight any previous experience you have in building trust and rapport. Share examples of how you've successfully managed client relationships in the past.
✨Prepare for Client Meeting Scenarios
Anticipate questions about how you would handle client meetings. Think about how you would present financial reports and recommendations, and be ready to discuss your approach to client communication.
✨Emphasise Your Attention to Detail
Given the importance of accuracy in financial planning, be prepared to discuss how you ensure meticulousness in your work. Provide examples of how your attention to detail has positively impacted your previous roles.
