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For Companies At a Glance
- Tasks: Support a Director with high-net-worth clients and contribute to team growth.
- Company: Join a prestigious financial planning firm with multiple award wins and a strong reputation.
- Benefits: Enjoy a competitive salary, performance bonuses, and hybrid work flexibility.
- Why this job: Be part of a talented team dedicated to exceptional client service and professional development.
- Qualifications: Chartered qualified or close, with 4-5 years of Paraplanning experience preferred.
- Other info: Opportunity to advance into advisory roles and participate in key business initiatives.
The predicted salary is between 43200 - 72000 £ per year.
Role
Nigel James Associates is excited to be working with a regional financial planning company with multiple offices across the South of England. They are looking for a very experienced Chartered Paraplanner who can join their growing and highly successful team in their Buckinghamshire office. The role will be supporting one of the Directors with their HNW-UHNW clients and this Director also works with some of the top clients in the business.
Requirements
To be eligible for this position, you must be Chartered qualified or close to becoming Chartered with at least 4-5 years Paraplanning experience. Ideally, you will have experience with HNW clients, having experience attending meetings however this isn’t essential. This company delivers an exceptional level of service to their clients and you will need to be able to show a professional and approachable manner. Success in this role requires a deep and sincere passion for financial planning, along with a commitment to delivering outstanding client advisory services. The ideal candidate will be technically orientated and be able to work independently and confidently within a team. Given this is a senior role within the Paraplanning team you would be expected to help colleagues, participate in key initiatives, and play an active role in driving the growth and development of the business.
Why join?
This company is a highly reputable and professional organisation, who are highly established and have won multiple awards. They are a sought-after business in the area who boast an incredible team with the most qualified and industry leading professionals working for them. They offer a great working culture. They would look to support anyone who is interested in moving into advice and any additional exams. Our client is committed to recognising and rewarding top talent by offering a highly competitive base salary, generous benefits, performance-based bonuses, and the added flexibility of a hybrid work model.
What next?
If you would like to find out more about this great role and client please apply below!
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with HNW-UHNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends and regulations in financial planning, particularly those affecting high-net-worth individuals. Being knowledgeable about current issues will help you stand out during conversations with the hiring team.
✨Tip Number 3
Prepare to discuss your experience with client advisory services in detail. Be ready to share specific examples of how you've successfully supported clients and contributed to their financial goals.
✨Tip Number 4
Showcase your commitment to professional development by mentioning any additional qualifications or training you're pursuing. This demonstrates your dedication to the field and aligns with the company's values of growth and excellence.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience, especially with HNW clients. Emphasise your Chartered qualifications and any relevant achievements that demonstrate your expertise in financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client service. Mention specific experiences that align with the role's requirements and how you can contribute to the team's success.
Highlight Team Collaboration: Since this role involves working within a team, include examples of how you've successfully collaborated with colleagues in the past. This could be through mentoring, participating in initiatives, or contributing to team projects.
Showcase Your Technical Skills: Detail your technical skills related to financial planning and Paraplanning. Mention any software or tools you are proficient in, as well as your ability to work independently and confidently within a team setting.
How to prepare for a job interview at Nigel James Associates Ltd
✨Showcase Your Experience
Make sure to highlight your 4-5 years of Paraplanning experience during the interview. Be prepared to discuss specific cases where you've successfully supported HNW clients, as this will demonstrate your capability and understanding of their unique needs.
✨Demonstrate Your Passion
Express your genuine passion for financial planning. Share examples of how you’ve gone above and beyond to deliver exceptional client advisory services, as this aligns with the company's commitment to outstanding service.
✨Prepare for Technical Questions
Since the role requires a technically oriented candidate, brush up on your technical knowledge related to financial planning. Be ready to answer questions that test your understanding of complex financial products and strategies.
✨Emphasise Team Collaboration
As this is a senior role, it’s important to convey your ability to work independently while also being a team player. Discuss any past experiences where you’ve helped colleagues or contributed to team initiatives, showcasing your leadership potential.
