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- Tasks: Join a dynamic team to create bespoke investment portfolios and assist clients in their financial journeys.
- Company: A reputable, independent financial planning firm with over 50 years of heritage and a loyal team.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and the flexibility of remote work options.
- Why this job: Be part of a collaborative environment with no glass ceiling and opportunities for personal growth.
- Qualifications: Chartered qualified or nearing completion, with 5+ years of paraplanning experience and strong technical knowledge.
- Other info: Work closely with founding partners and attend client meetings, enhancing your professional network.
Our client is looking to recruit a Senior Technical Paraplanner to join their privately owned, independent financial planning business. The business works with private clients, charities and businesses providing independent financial planning and investment management to enable their financial objectives and aspirations. Due to the quality of their service, the business generates most of their new clients through word of mouth referrals.
The company consists of 40 people. In this role, you will be working with one of the founding partners as part of a pod model, consisting of yourself, a Junior Paraplanner and a dedicated Administrator. Therefore, benefiting from being part of a dedicated unit plus a wider team to share ideas and learn from.
Their client bank includes a range of wealth types and at every stage of their financial journey from those starting to grow their assets, through to those drawing income or looking to pass their wealth to the next generation(s). As a Senior Technical Paraplanner, you will be utilising your technical knowledge and experience to assist in creating bespoke investment portfolios, pensions and inheritance tax.
You will be joining a loyal team with very high staff retention, operating a flat structure with no glass ceiling. This vacancy is available due to the existing incumbent progressing internally.
Senior Technical Paraplanner Requirements- You should be Chartered qualified or close to achieving this.
- You must have 5+ years experience as a Paraplanner with excellent technical knowledge.
- You must be self-motivated, with the ability to pick things up quickly.
- You need to be confident in front of HNW & UHNW clients (you will attend some client meetings).
- Salary of circa £60,000 plus discretionary bonus.
- Ideally office based in their Central London premises, with potential for up to 2 days from home.
- Highly collaborative environment, with regular team social activities and events.
- Privately owned and managed firm.
- Longstanding business with 50+ years heritage.
Central London
Senior Technical Paraplanner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning and investment management. This will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss your previous experience in creating bespoke investment portfolios and handling complex financial situations. Be ready to share specific examples that highlight your technical knowledge and problem-solving skills.
✨Tip Number 4
Showcase your ability to work collaboratively within a team. Highlight any experiences where you’ve successfully worked alongside junior staff or administrators, as this role involves being part of a dedicated pod model.
We think you need these skills to ace Senior Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, especially your technical knowledge and client-facing skills. Emphasise your Chartered qualifications and any specific achievements that demonstrate your ability to create bespoke investment portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention your experience with high-net-worth clients and how you can contribute to their team dynamics.
Highlight Team Collaboration: Since the role involves working closely with a Junior Paraplanner and an Administrator, emphasise your teamwork skills. Provide examples of how you've successfully collaborated in previous roles to achieve common goals.
Showcase Continuous Learning: Mention any ongoing professional development or training you are undertaking to achieve or maintain your Chartered status. This demonstrates your commitment to the field and your ability to stay updated with industry trends.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Technical Knowledge
As a Senior Technical Paraplanner, your technical expertise is crucial. Be prepared to discuss specific investment strategies, pension plans, and inheritance tax solutions you've worked on in the past. This will demonstrate your capability and confidence in handling complex financial matters.
✨Understand the Company Culture
Research the company's values and culture, especially their focus on collaboration and high staff retention. During the interview, express how you align with these values and how you can contribute to their team dynamic, particularly in a pod model setting.
✨Prepare for Client Interaction Scenarios
Since you'll be interacting with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, prepare for role-play scenarios or questions about client meetings. Highlight your experience in managing client relationships and how you handle sensitive financial discussions.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. Inquire about their approach to client management, the types of portfolios they create, or how they support professional development within the team. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
