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- Tasks: As a Senior Paraplanner, you'll craft financial plans and support Relationship Managers.
- Company: Join an award-winning Wealth Management firm with a people-first culture.
- Benefits: Enjoy a £60,000 salary, private medical insurance, and flexible work options.
- Why this job: Be part of a high-performing team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial planning and strong analytical skills are essential.
- Other info: This role offers hybrid and remote work flexibility.
The predicted salary is between 36000 - 60000 £ per year.
Senior Paraplanner Location – London/ Hybrid/Remote Salary -£60000 An award-winning Wealth Management firm is seeking a Senior Paraplanner to join their Team. With an amazing approach to how they work and a benefits package along as your arm, this is a role to be excited about. As a Senior Paraplanner, you’ll construct the advice underpinning each financial plan with direction from the Relationship Manager. You’ll play a big role in delivering financial plans to new clients and co-ordinating an expert team including tax advisers and solicitors. As part of a high-performing team of Paraplanners, you'll work alongside our Relationship Managers, Associate Advisers, and Tax Advisers to create financial plans and produce high-quality, accurate, and compliant reports. Other day-to-day responsibilities include… Complete an accurate and comprehensive analysis of the client's financial position Provides a high level of technical support to Relationship Managers Provides meeting support for complex annuals and new clients through to sign-up Creates and delivers cashflow modeling at client meetings Carrys out complex/technical calculations Mentor and develop other members of the PP team What's in it for you… We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like: Salary £60,000 Private Medical Insuranc…
Senior Paraplanner employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarize yourself with the latest financial planning software and tools. Being proficient in these technologies will not only enhance your efficiency but also demonstrate your commitment to staying current in the industry.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience in mentoring and developing team members. Highlight specific examples where you've successfully guided others, as this is a key aspect of the Senior Paraplanner role.
✨Tip Number 4
Research the latest trends in financial planning and compliance. Being knowledgeable about current regulations and best practices will show that you are proactive and ready to contribute to our high-performing team.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Senior Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial planning, technical support, and any mentoring roles. Use specific examples that demonstrate your ability to construct financial plans and work collaboratively with a team.
Showcase Technical Skills: Make sure to mention any technical skills or software proficiency that are relevant to the role, such as cashflow modeling or complex calculations. This will help you stand out as a candidate who can hit the ground running.
Personalize Your Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the position and the company. Mention why you are excited about the opportunity to work with their team and how you align with their values.
How to prepare for a job interview at Freedom Recruitment Capital
✨Understand the Role
Make sure you have a clear understanding of the Senior Paraplanner role and its responsibilities. Familiarize yourself with financial planning concepts, cashflow modeling, and the importance of compliance in reports.
✨Showcase Your Technical Skills
Be prepared to discuss your technical expertise and how it applies to the role. Highlight any experience you have with complex calculations and providing support to Relationship Managers.
✨Demonstrate Team Collaboration
Since this role involves working closely with various professionals, be ready to share examples of how you've successfully collaborated with others in the past, especially in high-pressure situations.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges the firm faces. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
