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- Tasks: Join as the sole Paraplanner, supporting a Partner with client meetings and complex financial modelling.
- Company: A prestigious Family Office managing £2.5 billion in assets, focused on UHNW clients.
- Benefits: Enjoy a competitive salary of £65,000 plus benefits and bonuses, with hybrid working options.
- Why this job: Perfect for those seeking autonomy and exposure to intricate financial cases in a dynamic environment.
- Qualifications: Must have CII Level 4 Diploma and at least three years of relevant experience in the independent sector.
- Other info: Ideal for technical experts wanting to enhance their skills with a demanding client base.
The predicted salary is between 52000 - 78000 £ per year.
An outstanding opportunity for a highly experienced and talented Paraplanner to join a well-established Family Office as the sole Paraplanner within the firm. Total assets under advice are approximately £2.5 Billion, providing the chance to strengthen your skills, knowledge and exposure to complex UHNW cases while working autonomously and without supervision.
This is a client-facing role, so relevant experience is essential, along with a minimum requirement of CII Level 4 Diploma in Regulated Financial Planning or equivalent, preferably holding supplemental Level 6 exams or studying towards this. You will enjoy working in a fast-paced environment with a demanding and technically minded client base.
You will be supporting the Partner by:
- Reviewing the client file ahead of meetings
- Identifying opportunities or follow-up conversations with clients
- Attending meetings as deemed appropriate by the Partner
- Participating in meetings that involve live Financial Modelling
You will be responsible for all client review reports, suitability reports and cases, completing them within specified service standards for the Partner to review and discuss.
Essentially, you must possess at least three years in a similar role, hold the Level 4 Diploma in Regulated Financial Planning, and ideally be close to or hold chartered status. Your experience must be gained in the independent sector, and you should possess good technical financial and personal tax knowledge, along with experience in complex report writing and conducting whole-of-market product research.
This represents an ideal opportunity for a highly talented technical Paraplanning expert to join a unique employer and strengthen your skills, knowledge and experience with a UHNW client base, gaining further exposure to complex technical cases. You will work autonomously but with continual liaison and communication across all areas of the practice.
Senior Paraplanner - Family Office (Client facing) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Family Office (Client facing)
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who work with family offices or UHNW clients. Attend industry events and seminars to make connections that could lead to referrals or insider information about job openings.
✨Tip Number 2
Showcase your client-facing experience during interviews by preparing specific examples of how you've successfully managed client relationships in the past. Highlight any complex cases you've handled to demonstrate your capability in a demanding environment.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting UHNW clients. This knowledge will not only help you stand out in interviews but also show your commitment to staying current in the field.
✨Tip Number 4
Prepare for potential technical assessments by brushing up on your financial modelling skills. Being able to demonstrate your proficiency in this area during the interview process can significantly enhance your chances of landing the role.
We think you need these skills to ace Senior Paraplanner - Family Office (Client facing)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially in client-facing roles. Emphasise your CII Level 4 Diploma and any additional qualifications or experience with UHNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Family Office environment and your ability to handle complex financial cases. Mention specific examples from your past experience that demonstrate your skills and knowledge.
Highlight Technical Skills: In your application, clearly outline your technical financial knowledge and experience with report writing and product research. This is crucial for a role that requires strong analytical skills and attention to detail.
Showcase Client Interaction Experience: Since this is a client-facing role, include details about your experience in client meetings and how you've successfully managed client relationships in the past. This will help demonstrate your suitability for the position.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your expertise in financial planning and tax knowledge. Be prepared to discuss complex cases you've handled and how you approached them, showcasing your problem-solving skills.
✨Prepare for Client-Facing Scenarios
Since this role is client-facing, practice articulating your thoughts clearly and confidently. You might be asked to role-play a client meeting, so think about how you would explain complex financial concepts in an understandable way.
✨Highlight Your Autonomy
This position requires working autonomously, so share examples of when you've successfully managed projects or tasks independently. Emphasise your ability to take initiative and make decisions without supervision.
✨Understand the Firm's Client Base
Research the Family Office and its UHNW clients. Understanding their needs and expectations will help you tailor your responses during the interview, showing that you're not just qualified but also genuinely interested in the firm and its clientele.
