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- Tasks: Join a dynamic team as a Senior Paraplanner, working on high-value financial cases.
- Company: Be part of a prestigious Chartered IFA firm known for exceptional client service.
- Benefits: Enjoy a fully remote role with competitive salary and bonuses, plus study support.
- Why this job: Fast-track your career to adviser in 12-24 months while working with top clients.
- Qualifications: Must be diploma qualified with experience in HNW paraplanning; Chartered status preferred.
- Other info: Work one day a week in the Berkshire office; must live within 45 minutes of Newbury.
The predicted salary is between 48000 - 72000 £ per year.
Fully Remote Role - Senior Paraplanner
£60k (negotiable for the right candidate)
Chartered IFA Firm
Definitive route to Adviser in 12 - 24 months
One day per week in Berkshire office
My client is a boutique Chartered IFA based in Berkshire with an excellent reputation providing the highest levels of financial advice to HNW & UHNW private clients. The business has a full team of administrators and paraplanners as well as a dedicated Compliance team.
As a result of ongoing success, a brand-new vacancy has been created by the CEO for a highly experienced Senior Paraplanner who will work with the top advisers and highest net worth clients. You will be working directly for the Head of Financial Planning/Adviser on technical cases that are a minimum of £1m+.
This role is suitable for a Paraplanner who is diploma qualified and ideally Chartered or very close to completion. You must have a background in an independent financial planning business and well-rounded experience in HNW paraplanning, not just as a report writer. This role is very technical and requires deep product knowledge.
Full study support and training will be provided where required, but they need someone who can hit the ground running. You will be actively involved in compiling the advice, coming up with solutions for clients, and implementing them alongside the adviser.
There is a definitive route to becoming an adviser in 12 - 24 months for the successful candidate.
Salary – c. £60k (depending on experience) plus bonuses
Route to being an adviser in 12 - 24 months with HNW clients
Fully remote role, but must live within 45 minutes of Newbury
If you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on, please get in touch.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience with high net worth clients during any networking opportunities. This role requires a deep understanding of HNW paraplanning, so discussing your past successes and technical cases can really set you apart.
✨Tip Number 2
Connect with current or former employees of the Chartered IFA firm on LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when you apply.
✨Tip Number 3
Stay updated on the latest financial products and regulations relevant to HNW clients. Being knowledgeable about current trends will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 4
Consider reaching out directly to the hiring manager or recruiter via email or LinkedIn. Express your enthusiasm for the role and briefly mention how your skills align with their needs. A personal touch can make a big difference!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in HNW paraplanning and any relevant qualifications, such as diploma or Chartered status. Emphasise your technical skills and ability to work with high net worth clients.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in this specific role and how your background aligns with the requirements. Mention your experience in independent financial planning and your readiness to take on technical cases.
Showcase Your Technical Knowledge: During the application process, be prepared to discuss your deep product knowledge and experience in compiling advice for clients. Highlight any specific cases where you successfully implemented solutions alongside advisers.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your deep understanding of financial products and paraplanning processes. Be prepared to discuss specific cases you've worked on, especially those involving high net worth clients, to showcase your expertise.
✨Highlight Your Experience with HNW Clients
Since this role involves working with high net worth individuals, it's crucial to highlight your experience in this area. Share examples of how you've provided tailored advice and solutions for HNW clients, and how you navigated complex financial situations.
✨Prepare for Technical Questions
Expect technical questions that assess your knowledge and problem-solving skills. Brush up on current financial regulations, product knowledge, and case studies relevant to the role. This will help you answer confidently and demonstrate your readiness to hit the ground running.
✨Express Your Career Aspirations
The role offers a clear path to becoming an adviser within 12-24 months. Make sure to express your interest in this progression during the interview. Discuss your long-term career goals and how this position aligns with them, showing your commitment to growth within the company.
