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- Tasks: Support Advisers by attending client meetings and producing high-quality financial reports.
- Company: Join a leading Independent Wealth Management Firm focused on holistic advice for Mid-HNW clients.
- Benefits: Enjoy a competitive salary, annual bonus, and hybrid working options.
- Why this job: Great chance to develop your career with potential progression to an Adviser role.
- Qualifications: Must have Level 4 qualification and experience in a similar Paraplanning role.
- Other info: Work closely with a dynamic team and make a real impact on clients' financial goals.
The predicted salary is between 36000 - 54000 £ per year.
Newcastle (hybrid). Up to £45k plus benefits and annual bonus. Excellent opportunity has arisen for a Senior/Technical Paraplanner within an Independent Wealth Management Firm who provide whole-of-market, holistic advice to Mid-HNW clients. They are looking for an experienced client facing Paraplanner to work closely with their Advisers, supporting them with their client portfolio (individual & corporate) and working closely with other Paraplanners and Administrators in providing a highly effective service to clients. This is also a great opportunity to progress into an Adviser role over time if wanted.
The role:
- Attending new and existing client meetings taking notes and producing meeting documentation.
- Writing complex and bespoke high quality suitability reports and financial plans to meet clients' financial objectives.
- Carry out in-depth research for suitable products and sourcing solutions to meet clients' financial goals.
- Prepare and present cashflow analysis.
- Analysing client portfolios to ensure they are on track and meeting agreed expectations.
To apply:
- You must have worked in a similar Paraplanning role and have a strong understanding of investment products.
- Level 4 qualified.
- Excellent experience of writing detailed suitability and client reports.
- Previous cashflow modelling experience.
- Strong communicator, detail orientated and customer focused.
For further information about this and many other great opportunities in Financial Services, please contact Andrew Stark at Synchronicity Wealth.
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as Paraplanners or Advisers. Attend industry events or webinars to make connections and learn more about the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations relevant to the role. This will not only boost your confidence but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 3
Prepare to discuss your experience in writing detailed suitability reports and conducting cashflow analysis during interviews. Be ready to provide examples of how you've successfully supported Advisers in the past.
✨Tip Number 4
Showcase your communication skills by engaging in mock interviews or discussions with peers. Being able to articulate complex financial concepts clearly will set you apart as a strong candidate for the Technical Paraplanner position.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in a Paraplanning role, particularly focusing on your understanding of investment products and your ability to write detailed suitability reports. Use specific examples that demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your Level 4 qualification and any relevant experience with cashflow modelling. Explain how your skills align with the needs of the Independent Wealth Management Firm.
Showcase Your Communication Skills: In your application, emphasise your strong communication skills. Provide examples of how you've effectively communicated complex financial information to clients or colleagues, as this is crucial for the Technical Paraplanner role.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is essential in this role. A polished application reflects your professionalism.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Technical Knowledge
As a Technical Paraplanner, it's crucial to demonstrate your understanding of investment products and financial planning. Be prepared to discuss specific products you've worked with and how they align with client needs.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about past experiences where you had to analyse client portfolios or write suitability reports, and be ready to explain your thought process.
✨Highlight Your Communication Skills
Since the role involves client interaction, emphasise your ability to communicate complex information clearly. Share examples of how you've effectively communicated with clients or colleagues in previous roles.
✨Demonstrate Attention to Detail
Attention to detail is key in this role. Bring examples of your work that showcase your meticulousness, such as detailed reports or cashflow analyses, and explain how this has benefited your clients.
