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- Tasks: Support advisers in client meetings and prepare financial planning documents.
- Company: Join a reputable Chartered financial planning firm in London focused on ethical investments.
- Benefits: Enjoy hybrid working, professional development, and a supportive team environment.
- Why this job: Be part of a rewarding role with exposure to high net worth clients and impactful financial planning.
- Qualifications: Must have experience as a paraplanner and hold at least a Level 4 Diploma.
- Other info: Opportunity to work towards chartered status and engage in continuous learning.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Paraplanner looking for a home with a nice firm, who have a great reputation, low staff turnover, offer hybrid working and development? We are currently seeking a dedicated professional to join a team in a rewarding client-facing Paraplanner role.
Fram are currently working with a Chartered financial planning company based in London. Our client specialises in Ethical investments and are seeking an additional paraplanner to join their experienced team. You will play a crucial role in supporting two advisers in a more traditional paraplanning capacity. Subsequently, you will take on an active role that involves exposure to client meetings and work closely with the financial planner to analyse a client’s situation and suggest next steps and financial planning opportunities.
Responsibilities:
- In discussions with the adviser, prepare for and attend a high number of client meetings, following up by updating factfinds, meeting notes and liaising with other teams.
- Coordinate with the financial planner and administrator action points arising from the meeting.
- Build close relationships with clients, acting as a secondary point of contact.
- Research solutions to meet the client needs.
- Responsible for writing advice into an easy to understand and compliant suitability letter.
- Produce financial planning and investment suitability letters across a range of areas including replacement business (pensions and investments), cashflow forecasting, retirement income planning, inheritance tax planning and alternative investments such as VCTs and EISs.
- Working with the administration team to ensure the advice is implemented correctly.
- Frequent attendance at client meetings, assisting the financial planner with cash flow presentations, when required.
- Help to maintain Xplan, ensuring relevant information and research is saved accordingly.
- Assist and contribute to the development of the financial planning proposition, new processes, and systems within the team.
- Act as a point of contact to answer technical queries.
- Attend technical seminars and events to maintain knowledge and communicate findings to the rest of the partnership.
An ideal candidate will be an experienced paraplanner, comfortable working with High Net Worth (HNW) clients. They should be able to assess client needs and articulate appropriate recommendations with guidance from the adviser. Candidates should have a broad understanding of financial products across a range of advice areas and awareness of developments and topics in financial services and the wider Paraplanning community. Hold at least a Diploma/Level 4 and be happy to work towards chartered in the future. Be proficient in using a range of software and technology, including but not limited to Xplan, MS Office, Voyant, and FE Analytics.
Senior Paraplanner employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with ethical investments. Attend relevant seminars and events to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and developments in paraplanning and ethical investments. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your experience with High Net Worth clients in detail. Be ready to share specific examples of how you've assessed client needs and provided tailored recommendations.
✨Tip Number 4
Showcase your proficiency with software like Xplan and MS Office during discussions. If possible, bring examples of how you've used these tools to enhance your paraplanning work in previous roles.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially any work with High Net Worth clients. Emphasise your skills in preparing client meetings, writing suitability letters, and using relevant software like Xplan.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company’s focus on ethical investments. Mention specific experiences that demonstrate your ability to support advisers and build client relationships.
Showcase Relevant Qualifications: Clearly state your qualifications, including your Diploma/Level 4 status and any plans to work towards chartered status. This will show your commitment to professional development in the financial planning field.
Highlight Technical Skills: Detail your proficiency with financial planning software and tools, such as Xplan, MS Office, and FE Analytics. Providing examples of how you've used these tools effectively can set you apart from other candidates.
How to prepare for a job interview at Fram Search
✨Know Your Ethical Investments
Since the company specialises in ethical investments, make sure you research their approach and be prepared to discuss your understanding of this area. Highlight any relevant experience you have with ethical financial products or clients.
✨Demonstrate Client-Facing Skills
As a Senior Paraplanner, you'll be interacting with High Net Worth clients. Prepare examples of how you've successfully built relationships with clients in the past, and be ready to showcase your communication skills during the interview.
✨Familiarise Yourself with Xplan and Other Tools
The role requires proficiency in various software, including Xplan. Brush up on your knowledge of these tools and be ready to discuss how you've used them in previous roles to enhance your paraplanning capabilities.
✨Prepare for Technical Questions
Expect to answer technical questions related to financial planning, investment suitability letters, and compliance. Review key concepts and be ready to articulate your thought process when analysing client situations and suggesting recommendations.
