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- Tasks: Assist Financial Advisers and clients, conduct product research, and prepare suitability reports.
- Company: Join a rapidly growing Private Client Wealth Management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, study support, and flexible working options.
- Why this job: Kickstart your career in finance with hands-on training and clear progression paths.
- Qualifications: 18 months experience as a Financial Administrator or Junior Paraplanner required.
- Other info: Work in a supportive team environment focused on career development.
The predicted salary is between 27600 - 38400 £ per year.
One of our longest standing clients that works within Private Client Wealth Management has just created a new role for a Junior Paraplanner due to a recent internal promotion. They provide financial advice, estate and tax planning to high-net-worth professionals and owner managers of businesses and their families. The business has almost doubled in size since we have been working with them, all of this has been via organic growth.
They are now looking for someone that has circa 18 months experience of working as a Financial Administrator and who has gained some exposure to basic reporting writing duties, whether templated or bespoke. The role is a pivotal one for the business, as this is the link between the Financial Advisers and their clients, as you will get the opportunity to attend some client meetings.
The role is very broad in its duties, from assisting with product research and liaising with the product providers, ensuring AML checks have been completed and gaining relevant information on clients’ current policies and products. You will also be trained up to start moving clients’ funds onto agreed investment platforms, as per the Advisers' instructions.
This is an excellent role for a Financial Administrator that is looking for their first steps to becoming a Paraplanner. Full on the job training will be provided, as you will be dealing with high-net-worth clients and their complex needs, so you will become competent in producing highly technical bespoke suitability reports.
The role has the added advantage of progressing into two distinct directions, one training you up to be a highly commercially aware Chartered Paraplanner and the second route will eventually move into a Paraplanning to Adviser role. You will be working within a tight knit and supportive team, who have a demonstrable track record of offering their staff careers rather than jobs.
In addition, they will offer study support if you are looking to obtain your level 4 Diploma, and the role has the added advantage of being part office, part home based.
To be eligible for this role you will currently either be a Financial Administrator or Junior Paraplanner, with excellent written and verbal skills, be confident in speaking to business professionals at all levels, and possess a can-do attitude, along with some basic exposure to suitability report writing.
Junior Paraplanner - Central London - £46k + bonus, study support and excellent benefits package employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner - Central London - £46k + bonus, study support and excellent benefits package
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Junior Paraplanners or Financial Administrators. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Being knowledgeable about current trends and compliance requirements will demonstrate your commitment to the field and make you a more attractive candidate.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to paraplanning and client interactions. Role-playing with a friend or mentor can help you articulate your experience and how it aligns with the responsibilities of the Junior Paraplanner position.
✨Tip Number 4
Showcase your enthusiasm for professional development. Mention any relevant courses or certifications you are pursuing, especially if they relate to financial planning or paraplanning. This will highlight your ambition and readiness to grow within the company.
We think you need these skills to ace Junior Paraplanner - Central London - £46k + bonus, study support and excellent benefits package
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Administrator or Junior Paraplanner. Emphasise any relevant skills, particularly in report writing and client interaction, to show you’re a great fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your 18 months of experience, your exposure to suitability report writing, and your enthusiasm for working with high-net-worth clients.
Showcase Your Skills: In your application, clearly outline your written and verbal communication skills. Provide examples of how you've successfully liaised with clients or colleagues, demonstrating your ability to work in a team and handle complex information.
Highlight Your Career Aspirations: Express your interest in progressing to a Chartered Paraplanner or Adviser role. This shows your commitment to professional development and aligns with the company's focus on career growth.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial products and services. Be prepared to discuss your experience as a Financial Administrator and how it relates to the role of a Junior Paraplanner, especially in terms of reporting and client interactions.
✨Demonstrate Communication Skills
Since this role involves liaising with both Financial Advisers and clients, it's crucial to exhibit strong verbal and written communication skills. Prepare examples of how you've effectively communicated complex information in previous roles.
✨Express Your Willingness to Learn
This position offers on-the-job training, so highlight your eagerness to learn and grow within the company. Discuss any relevant courses or qualifications you are pursuing, such as the level 4 Diploma, to show your commitment to professional development.
✨Prepare for Client Interaction Scenarios
As you'll be attending client meetings, think about potential scenarios you might encounter. Practice how you would handle questions or concerns from high-net-worth clients, demonstrating your ability to maintain professionalism and confidence.
