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- Tasks: Support a Wealth Manager by preparing reports and attending client meetings.
- Company: Join a leading Wealth Manager in the heart of London.
- Benefits: Enjoy a competitive salary, bonuses, and a supportive work environment.
- Why this job: This role offers hands-on experience and the chance to grow your career in finance.
- Qualifications: Must have a Diploma in Financial Services and aim for Chartered status.
- Other info: This isn't your typical paraplanner job; it's dynamic and client-focused.
The predicted salary is between 48000 - 72000 £ per year.
A leading Wealth Manager in London is currently seeking a Senior Paraplanner who will work very closely with a Wealth Manager, hold Financial Services experience and be Chartered or close to.
The role will be suitable for someone who has a background as a high level paraplanner within the Financial Services industry, either working for an IFA or Wealth Manager. A previous adviser with recent relevant paraplanning experience will also be considered as this role will be the right hand man to their leading adviser. You will attend meetings with them and will not solely be stuck in the office.
You will have attention to detail, excellent communication skills and a working knowledge of investments. High level report writing experience is essential but you will have an administrator to prepare most suitability reports.
The role requires an individual who is comfortable face to face, experienced in working to deadlines, prioritising workload, project management and providing a high level of service at all times. To be successful, you will be minimum Diploma qualified with the intention to achieve Chartered status soon.
Salary £60,000 plus bonus and benefits. This is an excellent opportunity and is not a regular Senior Paraplanner role.
Senior Paraplanner/ Technical Consultant employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner/ Technical Consultant
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as paraplanners or financial advisers. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management and paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience in report writing and project management during interviews. Be ready to provide examples of how you've successfully managed deadlines and prioritised workloads in previous roles.
✨Tip Number 4
Showcase your communication skills by practising how you would explain complex financial concepts to clients. Being able to convey information clearly and effectively is crucial for a Senior Paraplanner role.
We think you need these skills to ace Senior Paraplanner/ Technical Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in the Financial Services industry, particularly any roles as a paraplanner or adviser. Emphasise your attention to detail and communication skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Senior Paraplanner position. Mention your qualifications, such as your Diploma and plans for achieving Chartered status, and provide examples of your high-level report writing experience.
Showcase Your Soft Skills: In your application, highlight your ability to work under pressure, manage projects, and provide excellent service. Use specific examples from your past experiences to demonstrate these skills.
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 essential for the role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Financial Services Experience
Make sure to highlight your relevant experience in the Financial Services industry. Discuss specific roles you've held, particularly as a paraplanner or adviser, and how they have prepared you for this position.
✨Demonstrate Attention to Detail
Since attention to detail is crucial for this role, prepare examples of how you've successfully managed complex tasks or projects. Be ready to discuss how you ensure accuracy in your work, especially in report writing.
✨Prepare for Face-to-Face Interaction
As this role involves attending meetings with clients, practice articulating your thoughts clearly and confidently. Think about how you can build rapport quickly and effectively during these interactions.
✨Discuss Your Career Aspirations
Since the company values candidates who are working towards Chartered status, be prepared to talk about your professional development goals. Share your plans for achieving this qualification and how it aligns with your career path.
