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- Tasks: As a Paraplanner, you'll manage workflows and prepare detailed reports for clients.
- Company: Join a leading wealth management firm with a dynamic and expanding environment.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and a supportive team culture.
- Why this job: Gain valuable experience in a fast-paced setting while contributing to impactful financial solutions.
- Qualifications: 1+ years as a paraplanner, detail-oriented, tech-savvy, and a self-starter.
- Other info: Be part of a company with start-up energy and private equity backing.
The predicted salary is between 36000 - 54000 £ per year.
A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.
If you’re a paraplanner looking to gain a huge amount of experience working for a fast-paced chartered financial planning company, then this is your opportunity.
Key Responsibilities as Paraplanner:- Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
- Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
- Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
- Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
- CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
- Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.
- Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.
- Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
- Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
- Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.
- Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and paraplanning. Understanding the current market dynamics will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Engaging with them can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your technical skills, particularly with CRMs and task management systems. Being tech-savvy is crucial for this role, so consider taking online courses or tutorials to enhance your proficiency.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved workflows or processes in previous roles. This will showcase your problem-solving abilities and align with the company's focus on efficiency.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner. Focus on your skills in case management, report preparation, and workflow efficiency. Use specific examples to demonstrate your attention to detail and problem-solving abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and drive to excel in the role. Mention your experience with CRMs and task management systems, and explain how you can contribute to the company's dynamic environment.
Highlight Relevant Skills: In your application, emphasise your organisational skills and ability to manage multiple cases efficiently. Discuss your experience in preparing suitability reports and your proactive approach to following up with providers.
Show Enthusiasm for the Company: Research the company’s recent acquisitions and growth strategy. In your application, express your excitement about joining a rapidly expanding firm and how you align with their vision of providing modular services to clients.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Attention to Detail
As a paraplanner, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Process-Minded Approach
Highlight your problem-solving skills by discussing how you've built or refined workflows in previous roles. This will show that you understand the importance of efficiency in managing cases.
✨Be Ready to Discuss Technology Proficiency
Since the role requires being tech-savvy, come equipped with examples of how you've used CRMs and task management systems effectively. Mention any automations you've implemented to streamline processes.
✨Emphasise Team Collaboration Skills
The job involves working closely with advisers and administrators. Share experiences that demonstrate your ability to collaborate and drive accountability within a team setting.
