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For Companies At a Glance
- Tasks: Support Wealth Planners in delivering financial advice to high-net-worth clients.
- Company: Join a prestigious boutique Wealth Management firm in Mayfair, London.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for professional growth.
- Why this job: Be part of a team that makes a real impact on clients' financial futures.
- Qualifications: Minimum 3 years' experience as a Paraplanner; CII Diploma in Regulated Financial Planning required.
- Other info: Opportunity to work with high-net-worth and ultra-high-net-worth clients.
The predicted salary is between 36000 - 60000 £ per year.
The Client
A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Mayfair (London).
The Role
The Assistant Wealth Planner will play an integral role within the Wealth planning team, taking responsibility for confidently supporting the Wealth Planners in both delivering and executing the financial advice to HNW clients. The successful candidate will provide full professional and technical support to the Wealth Planners and will carry out quality research on a full range of financial planning product services. The Assistant Wealth Planner is to undertake accurate calculations and cashflow modelling when needed, as well as prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on knowledge of the client. The Assistant Wealth Planner will assign and manage external paraplanning resource where needed and will take ownership of provider research panels, across several areas, including DFMs, SIPPs, offshore bonds, platforms and insurance companies. The Assistant Wealth Planner will confidently draft and co-ordinate technical documents and research for client presentations, maintain accurate records, prepare review packs and pre-meeting materials and continuously look for ways to improve the suitability report template. The Assistant Wealth Planner may attend client meetings with the Wealth Planners (as required) as well as provide support with various ad-hoc business projects.
The Candidate
- Minimum 3 years’ experience as a Paraplanner or Assistant Wealth Planner
- Academic achiever – keen to develop longer term and keen to build upon client relationships.
- CII Diploma in Regulated Financial Planning (Level 4) essential
- Working towards (or willingness to) CII Advanced Diploma
- Product knowledge with the ability to work in a small team
- Experience using cashflow planning software (Voyant) desirable
- Excellent attention to detail
- Exceptional verbal and written communication
- Organised and methodical
- Advanced MS Office (Word, Excel, PowerPoint) desirable
- Experience using IO and IRESS (exchange) desirable
Assistant Wealth Planner , DipPFS , HNW Clients employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Wealth Planner , DipPFS , HNW Clients
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with HNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software, particularly cashflow planning tools like Voyant. Being proficient in these tools can set you apart from other candidates.
✨Tip Number 3
Stay updated on current trends and regulations in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss your experience in detail, particularly any instances where you've supported wealth planners or managed client relationships. Real-life examples can showcase your skills effectively.
We think you need these skills to ace Assistant Wealth Planner , DipPFS , HNW Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner or Assistant Wealth Planner. Emphasise your CII Diploma in Regulated Financial Planning and any experience with cashflow planning software like Voyant.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to support HNW clients. Mention specific skills such as attention to detail and communication, and how they align with the role.
Showcase Relevant Experience: In your application, provide examples of your previous work that demonstrate your ability to conduct quality research, prepare suitability reports, and manage external paraplanning resources.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning products and services. Be prepared to discuss your experience with cashflow modelling and any relevant software like Voyant, as this will demonstrate your capability to support Wealth Planners effectively.
✨Highlight Your Attention to Detail
Given the nature of the role, it's crucial to emphasise your attention to detail. Prepare examples from your past work where your meticulousness led to successful outcomes, especially in drafting reports or managing client documentation.
✨Demonstrate Team Collaboration Skills
The Assistant Wealth Planner role requires working closely with Wealth Planners and possibly external resources. Share experiences that showcase your ability to collaborate within a team, manage projects, and communicate effectively with colleagues and clients.
✨Prepare for Client Interaction Scenarios
Since you may attend client meetings, be ready to discuss how you would handle client interactions. Think of scenarios where you've successfully communicated complex information to clients, and be prepared to explain how you would support Wealth Planners during these meetings.
