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- Tasks: Support Financial Planners with technical analysis and client communication.
- Company: Join a leading firm specialising in financial planning for medical professionals across the UK.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Why this job: Be a key player in helping doctors secure their financial futures while working in a dynamic team.
- Qualifications: Chartered status or close to achieving, plus 3-5 years of paraplanning experience.
- Other info: Opportunity to mentor junior staff and enhance your technical expertise.
The predicted salary is between 42000 - 84000 £ per year.
My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three. They are now looking for a Senior Paraplanner to join their Technical Team.
The Senior Paraplanner works closely with the Financial Planner and is core to the advisory process for clients. The Senior Paraplanner provides essential administrative and technical support as required to ensure client advice is accurate and appropriate. In many regards, the Senior Paraplanner is the central function of the business, and works with all areas to ensure the smooth and effective handling of client matters. The role of a Senior Paraplanner is the highest technical post in the firm outside of the Financial Planners and is viewed as a technical expert.
Responsibilities:- Support to Financial Planners
- Carry out technical analysis and calculations, providing recommendations on financial services products.
- Carry out technical analysis and calculations, providing recommendations on NHS pension strategy.
- Assist with drafting the full suite of client reports.
- Attend client meetings with a Financial Planner.
- Communicate with clients by phone, email and letter as necessary.
- Review all necessary paperwork for client meetings.
- Attend client meetings, providing technical support where needed.
- Ensure reports are “client-friendly”, written in an accessible and plain English manner.
- Supervise Client Services in the accurate gathering of all information required for us to complete technical calculations and plan analysis in order to give advice.
- Instruct investment custodians in a timely and accurate manner retaining oversight until completion.
- Ensure client records are up to date and filed correctly in accordance with current Company structure.
- Follow the quality assurance process to maintain a high standard of work and develop a good relationship with the Risk and Governance team.
- Liaise with Client Services regularly, ensuring that they follow instructions and complete tasks in a timely manner with a high degree of accuracy.
- Maintain and provide management information as required.
- Act as a role model for Paraplanners and Financial Planning Administrators.
- Provide guidance, advice and mentoring for Paraplanners and Financial Planning Administrators as required.
- Deliver formal training.
- Chartered status (or very close to achieving).
- 3-5 years’ experience in a paraplanning capacity as a minimum.
- Good academic qualifications in an analytical discipline.
Senior Paraplanner - £70k employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - £70k
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who work with medical professionals. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of this niche market.
✨Tip Number 2
Familiarise yourself with NHS pension schemes and other financial products relevant to medical professionals. This knowledge will not only boost your confidence but also demonstrate your commitment to understanding the unique challenges faced by clients in this field.
✨Tip Number 3
Consider obtaining or showcasing any additional qualifications that highlight your technical expertise in paraplanning. This could include certifications or courses specifically related to financial planning for healthcare professionals.
✨Tip Number 4
Prepare to discuss your experience in client communication and report drafting during interviews. Highlight examples where you've made complex financial information accessible and client-friendly, as this is crucial for the role.
We think you need these skills to ace Senior Paraplanner - £70k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning, particularly any work with financial planning for medical professionals. Emphasise your analytical skills and any specific qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience in providing technical support and client liaison, and how you can contribute to their mission of offering exceptional financial planning.
Highlight Technical Expertise: In your application, clearly outline your technical skills and experience, especially in NHS pension strategies and financial services products. Provide examples of how you've successfully supported financial planners in the past.
Showcase Communication Skills: Since the role involves client communication, include examples of how you've effectively communicated complex information in a client-friendly manner. This could be through reports, meetings, or written correspondence.
How to prepare for a job interview at Jenson Fisher
✨Showcase Your Technical Expertise
As a Senior Paraplanner, you'll need to demonstrate your technical knowledge and analytical skills. Be prepared to discuss specific financial products and NHS pension strategies you've worked with in the past. Highlight any complex calculations or analyses you've conducted.
✨Communicate Clearly and Effectively
Since the role involves client communication, it's crucial to show that you can explain complex financial concepts in plain English. During the interview, practice articulating your thoughts clearly and concisely, as if you were explaining them to a client.
✨Demonstrate Your Teamwork Skills
The Senior Paraplanner works closely with Financial Planners and other team members. Share examples of how you've collaborated in previous roles, particularly in supporting advisers or managing client relationships. This will show your ability to work effectively within a team.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to handle challenging situations or make critical decisions. Prepare to explain your thought process and the outcomes of those situations.
