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- Tasks: Support the Wealth Planning team by analysing client info and preparing reports.
- Company: Join a partner-owned investment firm known for its bespoke wealth management services.
- Benefits: Enjoy fully remote work, a supportive culture, and opportunities for personal development.
- Why this job: Be part of a client-centric team making a real impact in financial planning.
- Qualifications: 5 years in financial services with strong knowledge in pensions 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
Research the firm’s client-centric culture and be prepared to discuss how you align with their values. Think about how you can contribute to their bespoke wealth management services and provide personalised advice.
✨Tip Number 4
Network with professionals in the financial planning industry, especially those who have experience in paraplanning. Engaging with others can provide insights into the role and may even lead to referrals or recommendations for your application.
We think you need these skills to ace Paraplanner (Fully remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, pensions, and investments. Emphasise any work with complex client cases and your proficiency with tools like Voyant and FE Analytics.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing high-quality paraplanning support. Mention your commitment to personal development and how your skills align with the firm's client-centric culture.
Showcase Technical Knowledge: Demonstrate your strong technical knowledge in financial planning by including specific examples of cashflow modelling or suitability reports you have prepared in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that your communication is clear and professional, reflecting the excellent verbal and written skills required for the role.
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 Client Interaction Scenarios
Given that the role involves liaising with clients and third parties, prepare for questions related to client interaction. Think of examples where you've successfully gathered information or resolved queries, showcasing your excellent communication skills.
✨Demonstrate Your Commitment to Development
The firm values ambition and personal development, so be ready to discuss your career goals and how you plan to achieve them. Mention any relevant courses or qualifications you're pursuing, such as working towards becoming a Chartered Financial Planner.
