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- Tasks: Join us as a Senior Paraplanner, supporting advisers with UHNW families' financial needs.
- Company: We're a boutique wealth planning practice in London, known for our solid financial advice.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid working options (2 days WFH).
- Why this job: This role offers a unique chance to work closely with prestigious clients and develop your career.
- Qualifications: You need to be diploma qualified and working towards Chartered status.
- Other info: Gain hands-on experience in a client-facing role with significant assets under management.
The predicted salary is between 55000 - 65000 £ per year.
Family Office Practice - working with UHNW Families
Up to £65k basic salary plus bonuses and benefits
City of London Office with hybrid working (2 days WFH)
My client is a boutique wealth planning practice based in the City of London who have been operating for 10+ years. They have an excellent reputation providing very solid financial advice to both UHNW families with significant assets under management, in general. 10’s of millions of pounds of assets per family.
The Managing Director is seeking to recruit a brand new Senior Paraplanner who is diploma qualified and must be working towards their Chartered status or aiming to do so. This is a client facing role and you will be working very closely with the adviser compiling advice for their prestigious clients.
You will be conducting end to end report writing, technical research, aiding advisers in compiling advice, cashflow modelling, fact finds and all prep and follow up for annual reviews and client meetings.
A broad range of technical knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.) The role will be office to begin with then you can WFH 2 days per week.
The MD is looking to offer £55k - £65k basic salary.
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Route to Adviser) - Family/Private Office - working with UHNW Families
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with UHNW families. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting UHNW clients. This knowledge will not only enhance your conversations during interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully supported advisers or clients in the past. Highlight your experience in report writing, technical research, and cashflow modelling to showcase your suitability for the role.
✨Tip Number 4
Research the boutique wealth planning practice thoroughly. Understand their values, client base, and the unique services they offer. Tailoring your approach to align with their ethos will help you stand out as a candidate who is genuinely interested in contributing to their success.
We think you need these skills to ace Senior Paraplanner (Route to Adviser) - Family/Private Office - working with UHNW Families
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with UHNW families. Emphasise your qualifications, such as being diploma qualified and working towards Chartered status.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth planning and your understanding of the unique needs of UHNW clients. Mention specific skills like report writing, technical research, and cashflow modelling that align with the job description.
Showcase Technical Knowledge: Demonstrate your broad knowledge across various financial products in your application. Highlight any specific experiences or projects where you successfully applied this knowledge, especially in pensions, investments, and tax planning.
Proofread and Edit: Before submitting your application, carefully proofread all documents to eliminate any errors. A polished application reflects your attention to detail, which is crucial in a client-facing role.
How to prepare for a job interview at Click To Hired
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of various financial products, especially pensions, investments, and tax planning. Be prepared to discuss how you've applied this knowledge in previous roles, as it will be crucial for the Senior Paraplanner position.
✨Demonstrate Client-Facing Experience
Since this role involves working closely with advisers and prestigious clients, highlight any past experiences where you've successfully interacted with clients. Share specific examples of how you’ve contributed to client meetings or annual reviews.
✨Prepare for Technical Research Questions
Expect questions that assess your ability to conduct technical research and report writing. Familiarise yourself with common scenarios you might encounter in the role and think about how you would approach them.
✨Express Your Career Aspirations
As the role is a route to adviser status, be clear about your career goals and how this position fits into your long-term plans. Show enthusiasm for pursuing your Chartered status and how you plan to achieve it while contributing to the team.
