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- Tasks: Support the Wealth Planning team by analysing client info and preparing reports.
- Company: Join a boutique investment firm known for its personalised wealth management services.
- Benefits: Enjoy fully remote work, flexible hours, and opportunities for personal development.
- Why this job: Be part of a client-centric culture that values your input and growth.
- Qualifications: 5+ years in financial services with strong knowledge in planning and investments required.
- Other info: Ideal for ambitious individuals pursuing Chartered Financial Planner status.
The predicted salary is between 36000 - 60000 £ per year.
A well-established investment management firm with a headcount of around 30, offering bespoke wealth management services. The business is partner-owned and prides itself on its client-centric culture, combining the investment standards of a larger institution with a personalised approach. The firm has recently launched a wealth planning division to provide holistic pre- and post-retirement advice. Areas of specialism include lifetime allowance planning, tax-efficient retirement strategies, and estate planning.
KEY PURPOSE OF THE ROLE: To provide high-quality paraplanning support to the Head of Wealth Planning and the wider Wealth Planning team.
ROLE RESPONSIBILITIES:
- Analyse client information to formulate advice aligned with client objectives.
- Apply cashflow modelling tools extensively.
- Prepare suitability/recommendation reports.
- Produce fund switch and withdrawal letters, along with required research and documentation.
- Interpret and utilise information from clients and providers using industry tools.
Additional Responsibilities:
- Liaise with clients to gather information and arrange meetings.
- Contact third parties/providers to resolve technical queries.
- Conduct research to support advisers as required.
SKILLS & EXPERIENCE:
- Strong technical knowledge in financial planning, pensions, and investments, ideally with experience in complex client cases.
- Minimum of 5 years' experience in financial services.
- Proficiency in Microsoft Office suite.
- Excellent verbal and written communication skills.
- Familiarity with tools such as Voyant and FE Analytics.
- Proactive, adaptable, and responsive to feedback.
- Ambitious and committed to personal development.
- Strong financial and mathematical literacy.
ESSENTIAL QUALIFICATIONS: Minimum: Chartered Financial Planner (or equivalent), or actively working towards it.
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Fully remote)
✨Tip Number 1
Familiarise yourself with the specific tools mentioned in the job description, like Voyant and FE Analytics. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Showcase your understanding of complex client cases by preparing examples from your past experience. Be ready to discuss how you approached these situations and the outcomes, as this will highlight your technical knowledge and problem-solving skills.
✨Tip Number 3
Network with professionals in the financial planning industry, especially those who work in wealth management. Engaging with others in the field can provide insights into the company culture and may even lead to referrals.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client-centric services and their new wealth planning division. This shows your genuine interest in the role and helps you stand out as a proactive candidate.
We think you need these skills to ace Paraplanner (Fully remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, pensions, and investments. Emphasise any specific projects or cases that demonstrate your technical knowledge and skills relevant to the paraplanner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's client-centric culture. Mention your experience with cashflow modelling tools and how you can contribute to their new wealth planning division.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you are a Chartered Financial Planner or working towards it. This will show your commitment to professional development, which is essential for this role.
Showcase Communication Skills: Since excellent verbal and written communication skills are crucial, provide examples in your application where you've successfully liaised with clients or resolved technical queries. This will demonstrate your ability to fit into their team.
How to prepare for a job interview at Mason Blake
✨Showcase Your Technical Knowledge
Make sure to highlight your strong technical knowledge in financial planning, pensions, and investments during the interview. Be prepared to discuss complex client cases you've handled in the past, as this will demonstrate your expertise and suitability for the role.
✨Familiarise Yourself with Industry Tools
Since familiarity with tools like Voyant and FE Analytics is essential, take some time to brush up on these platforms before your interview. Being able to discuss how you've used these tools in your previous roles can set you apart from other candidates.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to analyse client information. Practise articulating how you would approach various client situations, focusing on aligning advice with client objectives.
✨Demonstrate Your Communication Skills
Excellent verbal and written communication skills are crucial for this role. Prepare examples of how you've effectively communicated complex financial concepts to clients or colleagues, ensuring you convey your ability to simplify information for better understanding.
