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- Tasks: Join a dynamic team as a Senior Paraplanner, supporting Financial Planners and crafting top-notch reports.
- Company: Be part of a leading national wealth management firm with exciting growth plans.
- Benefits: Enjoy a competitive salary, excellent benefits, and ample career progression opportunities.
- Why this job: Make a real impact by guiding clients and mentoring junior team members in a supportive culture.
- Qualifications: Bring your paraplanning experience and strong technical knowledge in financial planning to the table.
- Other info: Ideal candidates are Level 6 qualified or working towards it, with a passion for mentoring.
The predicted salary is between 43200 - 72000 £ per year.
We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Senior Paraplanner to join their busy and successful team. Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. In addition, candidates will take on more senior responsibilities including providing support, training and development to more junior members of the team. You will also help support and develop paraplanning tools and reference material. Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 6 / Chartered, or working towards, and have good planning, organisational and mentoring / supervisory skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation. …
Senior Paraplanner employer: Switch Recruitment
Contact Detail:
Switch Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Make sure to highlight your previous paraplanning experience during the interview. Be prepared to discuss specific cases where you provided exceptional support to Financial Planners, as this will demonstrate your capability to deliver a first-class service.
✨Tip Number 2
Familiarize yourself with the latest paraplanning tools and reference materials. Showing that you are proactive in keeping up-to-date with industry resources can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your mentoring and supervisory skills. Since the role involves supporting junior team members, sharing examples of how you've successfully trained or guided others will be beneficial.
✨Tip Number 4
Research the company’s approach to financial planning and wealth management. Understanding their values and methodologies will help you align your answers with what they are looking for in a Senior Paraplanner.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous paraplanning and report writing experience. Emphasize your technical knowledge of investments, pensions, and financial planning to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to provide first-class service to clients. Mention specific examples of how you've supported Financial Planners in the past.
Highlight Leadership Skills: Since the role involves mentoring junior team members, be sure to include any relevant experience you have in training or supervising others. This will demonstrate your readiness for the senior responsibilities of the position.
Showcase Continuous Learning: If you're working towards Level 6 / Chartered qualifications, mention this in your application. Highlight any relevant courses or certifications that show your commitment to professional development in financial planning.
How to prepare for a job interview at Switch Recruitment
✨Showcase Your Technical Knowledge
Make sure to highlight your strong technical knowledge of investments, pensions, and financial planning during the interview. Be prepared to discuss specific examples from your previous experience that demonstrate your expertise in these areas.
✨Demonstrate Your Report Writing Skills
Since report writing is a key responsibility for this role, bring samples of your previous work or be ready to discuss your approach to creating suitability reports. This will show your potential employer that you have the necessary skills to excel in this position.
✨Emphasize Your Mentoring Experience
As the role involves supporting and training junior team members, share any relevant mentoring or supervisory experiences you have. Discuss how you've helped others develop their skills and how you can contribute to the team's growth.
✨Prepare Questions About Tools and Processes
Research the paraplanning tools and reference materials used by the firm. Prepare thoughtful questions about their processes and how you can help improve them. This shows your proactive attitude and willingness to contribute to the team's success.
