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For Companies At a Glance
- Tasks: Support clients and manage financial plans while progressing towards advisory roles.
- Company: Join a growing practice focused on ultra-high-net-worth clients in exciting sectors.
- Benefits: Enjoy a competitive salary, negotiable based on experience, plus additional company perks.
- Why this job: Be part of a dynamic team with opportunities for growth in a unique financial niche.
- Qualifications: Must be level 6 qualified or on track to achieve this qualification.
- Other info: This is a key role in a new specialism, perfect for ambitious individuals.
The predicted salary is between 51000 - 91000 £ per year.
Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East
Paraplanner – hybrid / flexible working
£60,000 – £75,000 + bonus and excellent company benefits
London
An opportunity has become available for an experienced Senior Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provides a technology‐based financial advice service with client service and accessibility to advice at the forefront of its offering.
They are looking for an individual that ideally holds Level 6 qualifications and has experience as a technical Paraplanner with a range of cases predominantly across investments, pensions (DB Transfers would be a plus) and life products.
Responsibilities
Assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
Review client objectives ensuring they are clear, concise and achievable compared against the client\’s financial circumstance.
Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
Prepare Financial Plans, clearly outlining the client\’s current position, where they need to be and how they will get there.
Prepare fund switch and encashment letters according to advice provided.
Obtain applications, key feature documents, factsheets, illustrations and product comparison quotes through appropriate sources.
Liaise with Product Providers / Third Parties regarding any technical queries.
Qualifications
Ideally be level 6 qualified or making strong progress towards:
Ideally STEP qualified (not a prerequisite if not)
Experienced within DB Transfers
Strong interpersonal skills, both written and verbal communication
Customer service skills – providing an excellent service to the adviser and client.
Ability to work effectively to deadlines.
Accuracy and attention to detail to balance demands of role
Has aspirations to supervise, lead and inspire.
Seniority level
Mid‐Senior level
Employment type
Full‐time
Job function
Finance
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Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the UHNW space. Attend industry events, webinars, or local meetups to connect with financial advisors and paraplanners who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Showcase your ambition for growth. During interviews or networking conversations, express your desire to transition into a financial advisory role and discuss how your skills as a paraplanner can contribute to that goal.
✨Tip Number 3
Research the company thoroughly. Understand their values, client base, and the specific areas of specialisation they focus on. This knowledge will help you tailor your conversations and demonstrate your genuine interest in joining their team.
✨Tip Number 4
Prepare thoughtful questions for your interview. Ask about the company's growth plans, the role's expectations, and how they support professional development. This shows your enthusiasm and commitment to contributing to their success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner and any relevant qualifications. Emphasise your familiarity with UHNW clients and your ambitions to transition into financial advisory roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific experiences that demonstrate your client management skills and your readiness to progress in your career.
Highlight Relevant Qualifications: Clearly state your Level 6 qualification or your pathway towards it. This is crucial for the role, so ensure it stands out in both your CV and cover letter.
Showcase Your Client Interaction Skills: In your application, provide examples of how you have successfully managed client relationships. This will demonstrate your confidence and comfort in dealing with clients, which is essential for this position.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Technical Knowledge
As a paraplanner, it's crucial to demonstrate your technical expertise during the interview. Be prepared to discuss specific financial products and strategies you've worked with, especially in the UHNW space. This will show your potential employer that you have the necessary skills to excel in the role.
✨Highlight Client Management Experience
Since the role involves dealing with clients, make sure to share examples of your client management experience. Discuss how you've built relationships, handled client queries, and provided exceptional service. This will illustrate your confidence and comfort in client-facing situations.
✨Express Your Ambitions
Let the interviewer know about your aspirations to move into a financial advisory position. Share your long-term goals and how this role aligns with them. This shows that you're not just looking for a job, but are genuinely interested in growing within the company.
✨Prepare Questions About the Role
Having insightful questions ready can set you apart from other candidates. Ask about the company's growth plans, the team dynamics, or the specific challenges they face in the UHNW sector. This demonstrates your interest in the role and helps you assess if it's the right fit for you.
