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- Tasks: Support Wealth Managers with HNW/UHNW client portfolios and provide top-notch client service.
- Company: Join a boutique wealth management firm specialising in ultra-high net worth clients.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and client interaction.
- Why this job: Gain hands-on experience in financial planning while building valuable client relationships.
- Qualifications: 3+ years in a paraplanning role; working towards Level Diploma 4 is preferred.
- Other info: Strong communication skills and a proactive attitude are essential for success.
The predicted salary is between 43200 - 72000 £ per year.
The Company: An established Boutique Wealth Management firm specialising in Ultra High Net Worth and Investment Management.
The Role: The Senior Paraplanner will support a team of Wealth Managers in the management of HNW / UHNW client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. The Senior Paraplanner will offer financial planning support to the team whilst maintaining client relationships. This will include:
- Preparation and implementation of recommendations
- Preparing balance sheets for the client portfolios
- Creation and maintenance of new and existing client files
- CGT calculations plus various client reporting requirements
- Monitoring of client accounts ensuring compliance with guidelines and making updates as necessary
- Face-to-face exposure with clients
- Preparation of client meeting summary plan documents and recommendations
- Obtaining information to create cash flow plans prior to client meetings
- Following up for the return of documentation
- Gathering relevant review documents and review reports required for meetings
- Running daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved
- Working with platform and service providers as required
The Candidate: Minimum of 3 years’ experience in a similar Paraplanner / Paraplanning / Financial Planning support role within Wealth Management - knowledge of pensions. Will be working towards Level Diploma 4 qualified if not already achieved. A good attitude, an ability to learn quickly and a hard-working attitude are vital for this role. Strong written and verbal communication skills, decision-making abilities and attention to detail are very important. Ability to interact with staff at all levels in a fast-paced environment, sometimes under pressure.
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner, Wealth Management , Financial Planning
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role of a Senior Paraplanner.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools commonly used in wealth management. Being proficient in these technologies can set you apart from other candidates and demonstrate your commitment to the role.
✨Tip Number 3
Prepare for face-to-face client interactions by practising your communication skills. Role-play scenarios with friends or colleagues to enhance your ability to explain complex financial concepts clearly and confidently.
✨Tip Number 4
Stay updated on current market trends and regulatory changes in the financial sector. This knowledge will not only help you in interviews but also show your dedication to providing high-quality service to clients.
We think you need these skills to ace Senior Paraplanner, Wealth Management , Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and financial planning. Emphasise your knowledge of HNW/UHNW client portfolios and any specific achievements that demonstrate your ability to support Wealth Managers effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention your experience with client relationships, financial planning support, and your attention to detail, as these are crucial for the Senior Paraplanner position.
Highlight Relevant Skills: In your application, focus on your strong written and verbal communication skills, decision-making abilities, and your capacity to work under pressure. Provide examples of how you've successfully interacted with clients and colleagues in previous roles.
Showcase Continuous Learning: Mention any ongoing professional development, such as working towards Level Diploma 4 or other relevant qualifications. This demonstrates your commitment to the field and your desire to grow within the wealth management sector.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of financial planning, particularly in relation to HNW/UHNW clients. Be prepared to discuss specific strategies you've used in the past and how they benefited your clients.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples of how you've ensured precision in your previous work. Highlight any systems or processes you’ve implemented to maintain high standards.
✨Prepare for Client Interaction Scenarios
Since the role involves significant client interaction, think about potential scenarios you might face. Prepare to discuss how you would handle difficult conversations or complex client needs effectively.
✨Exhibit a Strong Work Ethic
The company values hard work and a positive attitude. Be sure to convey your dedication and willingness to go the extra mile, perhaps by sharing instances where you exceeded expectations in your previous roles.
