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- Tasks: Join as the sole Paraplanner, supporting a Partner with client meetings and report writing.
- Company: A prestigious Family Office managing £2.5 billion in assets, focused on UHNW clients.
- Benefits: Enjoy a competitive salary of £65,000 plus benefits and bonuses, with hybrid working options.
- Why this job: Perfect for those seeking to enhance their skills in a fast-paced, client-facing environment.
- Qualifications: Must have CII Level 4 Diploma and at least three years of relevant experience.
- Other info: Opportunity to work autonomously while collaborating with a technically minded team.
The predicted salary is between 52000 - 78000 £ per year.
An outstanding opportunity for a highly experienced and talented Paraplanner to join a well-established Family Office as the sole Paraplanner within the firm. Total assets under advice are approximately £2.5 Billion, therefore this represents the chance to strengthen your skills, knowledge and exposure to complex UHNW cases and provides the opportunity to work autonomously and without supervision.
This is a client facing role so relevant experience is essential, in addition to a minimum requirement of CII Level 4 Diploma in Regulated Financial Planning or equivalent, preferably holding supplemental Level 6 exams or studying towards this. You will enjoy working in a fast-paced environment with a demanding and technically minded client base.
You will be supporting the Partner with reviewing the client file ahead of meetings, identifying any opportunities or conversations for follow-ups with the client, attending meetings as the Partner sees appropriate and the ability to attend meetings that involve live Financial Modelling. You will be responsible for all client review reports, suitability reports and cases, completing within specified service standards for Partner to review and discuss.
Essentially you must possess at least three years in a similar role, hold the Level 4 Diploma in Regulated Financial Planning and ideally be close to or hold chartered status. Your experience must be gained in the independent sector and you will possess good technical financial and personal tax knowledge and experience of complex report writing and conducting whole-of-market product research.
This represents an ideal opportunity for a highly talented technical Paraplanning expert to join a unique employer and strengthen your skills, knowledge and experience with a UHNW client base, gaining further exposure to complex technical cases. You will work autonomously but with continual liaison and communication across all areas of the practice.
Senior Paraplanner - Family Office (Client facing) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Family Office (Client facing)
✨Tip Number 1
Network with professionals in the financial planning and paraplanning sectors. Attend industry events, webinars, or local meetups to connect with others who may have insights into the Family Office space. Building relationships can often lead to job opportunities that aren't publicly advertised.
✨Tip Number 2
Familiarise yourself with the specific needs and challenges faced by ultra-high-net-worth (UHNW) clients. Understanding their unique financial situations will help you demonstrate your expertise during interviews and show that you're well-prepared for the role.
✨Tip Number 3
Prepare to discuss your experience with complex report writing and financial modelling in detail. Be ready to provide examples of how you've successfully managed similar tasks in previous roles, as this will be crucial in showcasing your suitability for the position.
✨Tip Number 4
Research the Family Office you are applying to thoroughly. Understand their values, client base, and any recent news or developments. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest in the firm during interviews.
We think you need these skills to ace Senior Paraplanner - Family Office (Client facing)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially in client-facing roles. Emphasise your technical financial knowledge and any experience with UHNW clients, as well as your qualifications like the CII Level 4 Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the Family Office environment. Mention specific experiences that demonstrate your ability to handle complex cases and your skills in client communication.
Highlight Relevant Skills: In your application, focus on skills that are essential for this position, such as report writing, financial modelling, and product research. Provide examples of how you've successfully used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your expertise in financial planning and tax knowledge. Be prepared to discuss complex cases you've handled and how you approached them, showcasing your problem-solving skills.
✨Prepare for Client-Facing Scenarios
Since this role is client-facing, practice how you would communicate complex financial concepts to clients. Think of examples where you've successfully explained intricate details to clients and how you ensured they understood their options.
✨Highlight Your Autonomy
This position requires working autonomously, so be ready to share experiences where you've taken the initiative. Discuss how you manage your workload and ensure high-quality outputs without direct supervision.
✨Familiarise Yourself with Financial Modelling
Given the emphasis on live financial modelling in meetings, brush up on your skills in this area. Be prepared to discuss any relevant experience you have and how you can contribute to the firm's financial modelling needs.
