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- Tasks: Provide tailored financial advice and conduct in-depth research for clients.
- Company: Join a respected independent financial advice firm with a stellar industry reputation.
- Benefits: Competitive salary based on experience and opportunities for professional growth.
- Why this job: Build long-term client relationships while ensuring compliance and quality in your work.
- Qualifications: 8+ years of paraplanning experience; Level 6 qualified preferred.
- Other info: Open to Level 4 qualified candidates with significant experience.
The predicted salary is between 36000 - 60000 £ per year.
Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team. Duties Provide compliant tailored financial advice to private and corporate clients Conducting in-depth research – Preparing detailed financial reports, Develop long-term client relationships, in order to ensure that their ongoing needs are met, and goals achieved. Develop direct and referred sources of new business Meet stringent quality and compliance requirements Ensure all activities comply with FCA guidelines and company processes Developing comprehensive financial plans. Criteria / Qualifications 8 + year’s experience in paraplanning experience – Level 6 qualified Demonstrable skills in working with high-net-worth clients Knowledgeable in trusts, corporate, estate-planning, pension transfers Extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations. Will look at Level 4 Qualified candidates with significant experience Details of role Salary will be dependent on the successful candidate’s…
Financial Advisor / Senior Paraplanner employer: Brook Street UK Careers
Contact Detail:
Brook Street UK Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor / Senior Paraplanner
✨Tip Number 1
Make sure to highlight your experience with high-net-worth clients during networking events or informal meetups. Building relationships in the industry can lead to referrals and opportunities that aren't always advertised.
✨Tip Number 2
Stay updated on the latest financial regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 3
Consider joining professional organizations or forums related to financial advising. Engaging with peers can provide insights into job openings and trends in the industry, which can be beneficial when applying for positions.
✨Tip Number 4
Prepare to discuss specific examples of how you've developed long-term client relationships in past roles. Being able to articulate your approach to client management will set you apart from other candidates.
We think you need these skills to ace Financial Advisor / Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 8+ years of experience in paraplanning and your Level 6 qualification. Emphasize your skills in working with high-net-worth clients and your knowledge of trusts, corporate, estate planning, and pension transfers.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your extensive experience aligns with the responsibilities outlined in the job description, particularly in providing compliant tailored financial advice and developing long-term client relationships.
Showcase Your Analytical Skills: Highlight your strong analytical skills in both your CV and cover letter. Provide specific examples of how you have conducted in-depth research and prepared detailed financial reports in your previous roles.
Demonstrate Compliance Knowledge: Since compliance is crucial for this role, mention your understanding of FCA guidelines and how you have ensured compliance in your past work. This will show that you are not only experienced but also aware of the regulatory environment.
How to prepare for a job interview at Brook Street UK Careers
✨Showcase Your Experience
Make sure to highlight your 8+ years of experience in paraplanning. Be prepared to discuss specific cases where you've successfully provided tailored financial advice, especially to high-net-worth clients.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in this role, familiarize yourself with FCA guidelines and be ready to discuss how you ensure all activities meet these standards in your previous roles.
✨Prepare for Technical Questions
Expect questions about trusts, corporate estate planning, and pension transfers. Brush up on these topics and be ready to explain complex concepts clearly and concisely.
✨Emphasize Relationship Building
Discuss your approach to developing long-term client relationships. Share examples of how you've maintained ongoing communication and met clients' evolving needs over time.
