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- Tasks: Support a senior IFA with paraplanning, client management, and technical analysis.
- Company: Join a reputable regional wealth manager known for its client-focused approach.
- Benefits: Enjoy a competitive salary, exam support, and potential for career growth.
- Why this job: Work with high-net-worth clients and tackle complex financial challenges in a dynamic environment.
- Qualifications: Must be an experienced and qualified Paraplanner with strong communication skills.
- Other info: Opportunity to develop your skills in a supportive and fast-paced setting.
The predicted salary is between 30000 - 42000 £ per year.
£35,000 to £42,000 plus benefits and exam support.
Paraplanner required by this well-known regional wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with advice conducted on a retained basis.
Working with wealthier clients regarding complex advice your duties will include:
- Portfolio analysis
- Research work
- Assisting with the formulation of advice
- Report writing
- Client contact
Applicants must be experienced and qualified Paraplanners and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic environment.
Paraplanner employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as Paraplanners or IFAs. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in wealth management.
✨Tip Number 2
Stay updated on the latest regulations and best practices in financial planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that showcase your technical skills and client management abilities. This will help you stand out as a candidate who can handle complex advice for wealthier clients.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and client base, so you can tailor your responses to align with their goals and demonstrate how you can contribute to their success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner. Highlight your experience in portfolio analysis, report writing, and client management in your application.
Tailor Your CV: Make sure your CV reflects your qualifications and experience relevant to the role. Emphasise your technical knowledge and communication skills, as these are crucial for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services sector. Mention specific examples of how you've successfully supported senior advisors or managed complex client needs.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is vital in this profession.
How to prepare for a job interview at JohnstonGreer
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your deep technical knowledge during the interview. Be prepared to discuss specific financial products, portfolio analysis techniques, and the latest trends in retirement planning and investments.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to formulate advice. Practice articulating how you would handle complex client situations or provide tailored recommendations based on specific client needs.
✨Highlight Your Communication Skills
Excellent communication is key in this role. Be ready to share examples of how you've effectively communicated complex information to clients or colleagues in the past. This will show your ability to build rapport and trust with clients.
✨Research the Company and Its Clients
Familiarise yourself with the wealth manager's services and the types of clients they work with. Understanding their approach to private client advice will help you tailor your responses and demonstrate your genuine interest in the role.
