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- Tasks: Support Wealth Managers in managing HNW/UHNW client portfolios and provide financial planning assistance.
- 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 strong client relationships in a supportive team.
- Qualifications: Minimum 3 years in a paraplanning role; working towards Level Diploma 4 is preferred.
- Other info: Strong communication skills and attention to detail are essential in this fast-paced role.
The predicted salary is between 48000 - 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 and monitoring of client accounts ensuring that they are not violating guidelines and updating and changing accordingly. The Senior Paraplanner will have lots of face-to-face exposure with clients and will prepare the client meeting summary plan documents and recommendations. Prior to the client meetings, obtain information to create cash flow plans, then follow up for the return of documentation. Gather relevant review documents and review reports required for the meetings. Run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved. Work 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.
Senior Paraplanner, Wealth Management , Financial Planning employer: JJ SEARCH LIMITED
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 or join relevant online forums to connect with current Senior Paraplanners or Wealth Managers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools commonly used in wealth management. Being proficient in these systems can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your ability to manage HNW/UHNW client portfolios. This will showcase your practical knowledge and problem-solving skills during interviews.
✨Tip Number 4
Stay updated on current market trends and regulatory changes affecting wealth management. Being knowledgeable about these topics will not only help you in interviews but also show your commitment to the field.
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 management 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 portfolios, financial planning, and your commitment to providing high-quality client service.
Highlight Relevant Skills: In your application, focus on key skills such as attention to detail, strong communication abilities, and decision-making skills. Provide examples of how you've successfully used these skills in previous roles, especially in a fast-paced environment.
Prepare for Client Interaction: Since the role involves face-to-face client exposure, mention any past experiences where you successfully interacted with clients. Discuss how you prepared for meetings and followed up on documentation, showcasing your organisational skills.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of pensions and financial planning. Be prepared to discuss specific strategies you've used in the past, as well as any relevant regulations or guidelines that apply to HNW/UHNW clients.
✨Demonstrate Attention to Detail
Given the nature of the role, it's crucial to highlight your attention to detail. Bring examples of how you've successfully managed client portfolios and ensured compliance with guidelines, as this will show your capability in handling sensitive information.
✨Prepare for Client Interaction Scenarios
Since the role involves face-to-face client meetings, be ready to role-play potential scenarios. Think about how you would handle difficult questions or situations, and practice articulating your responses clearly and confidently.
✨Exhibit a Positive Attitude and Willingness to Learn
The company values a good attitude and a willingness to learn. During the interview, express your enthusiasm for the role and your commitment to professional development, such as working towards Level Diploma 4 qualification.
