Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Advisers by preparing reports and conducting client reviews.
- Company: Join a leading national practice in the Financial Planning sector.
- Benefits: Enjoy a competitive salary of £35k-£45k plus executive benefits.
- Why this job: Be part of a dynamic team with major financial backing and growth opportunities.
- Qualifications: Must have Dip Level 4 and experience with HNW and UHNW clients.
- Other info: Contact us for a confidential discussion about this exciting opportunity.
The predicted salary is between 30000 - 45000 £ per year.
An instantly recognisable name in the Financial Planning sector is looking to recruit an additional paraplanner to join their team. Being part of a wider group, they have major financial support and, after buying out another firm in the region, they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are independent.
Package:
- You will receive an excellent salary (£35k- £45k), executive benefits, and earnings.
The company:
- A leading national practice.
Role:
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Attending client meetings as required
The candidate:
- Dip Level 4
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
Next steps:
- Contact via email below for a confidential discussion and review of opportunity and process.
Paraplanner employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or webinars where you can meet potential colleagues and learn more about the company culture. This can give you insights that will help you stand out during the interview.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning, especially regarding high-net-worth clients. Being knowledgeable about current market conditions and financial products will demonstrate your commitment and expertise during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss specific examples of your experience with report writing and research. Think of scenarios where you've successfully supported advisers or collaborated with teams, as this will showcase your relevant skills and how you can contribute to their success.
✨Tip Number 4
Show enthusiasm for the role and the company during your interactions. Research their recent achievements or initiatives, and be ready to express why you want to be part of their team. A genuine interest can make a significant difference in how you're perceived.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities and requirements for the paraplanner position. Tailor your application to highlight relevant experience and skills that align with these expectations.
Highlight Relevant Qualifications: Make sure to emphasise your Dip Level 4 qualification and any experience you have working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This will demonstrate your suitability for the role.
Showcase Your Writing Skills: Since the role involves preparing reports and conducting research, include examples of your writing abilities in your application. Consider attaching a sample report or summarising your experience in report writing.
Personalise Your Application: Address your application to the hiring manager if possible, and include a brief introduction about why you are interested in this specific role at this company. A personal touch can make your application stand out.
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Jargon
As a paraplanner, you'll be expected to understand and use financial terminology fluently. Brush up on key terms related to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, as well as cash flow modelling and lifestyle planning.
✨Showcase Your Report Writing Skills
Since report preparation is a crucial part of the role, be ready to discuss your experience in writing reports. Bring examples if possible, and be prepared to explain your process for creating clear and concise documentation.
✨Demonstrate Collaborative Spirit
This role involves working closely with advisers and other team members. Be prepared to share examples of how you've successfully collaborated in previous roles, highlighting your ability to work as part of a team.
✨Stay Updated on Market Trends
The financial landscape is always changing, so it's important to show that you keep up with market positions and global situations. Mention any recent trends or news that could impact HNW clients during your interview.
