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For Companies At a Glance
- Tasks: Support Chartered Financial Planners with high-level paraplanning and client meetings.
- Company: Join a well-regarded Wealth Management firm with exciting growth opportunities.
- Benefits: Enjoy flexible working arrangements, a competitive salary, and professional development support.
- Why this job: Transition into an advisory role while working with ultra-high-net-worth clients and gaining hands-on experience.
- Qualifications: Chartered status or working towards it; strong knowledge in pensions and investments required.
- Other info: Potential salary up to £55,000 plus annual bonuses.
The predicted salary is between 33000 - 77000 £ per year.
Technical Paraplanner / Trainee Financial Planner
A well-regarded Wealth Management business is seeking a Technical Paraplanner with the potential to transition into an advisory role within 12 months to two years. The position offers complete flexibility, with options to be based in Croydon, Newbury, or fully remote.
About the Opportunity
The firm has recently acquired a new business, resulting in a large influx of leads from GPP schemes. These clients, many of whom have not previously received advice, fall into the ultra-high-net-worth category, with assets under management (AUM) ranging from £5–20 million.
The Role
This position involves supporting two Chartered Financial Planners with high-level paraplanning responsibilities, primarily focused on pensions and investments. The role is designed to evolve into an advisory position, providing a clear pathway for professional growth.
Main Responsibilities
- Preparing and analysing detailed financial planning reports, including pension and investment advice, for UHNW clients.
- Undertaking technical research to support high-quality client outcomes.
- Supporting the preparation of cash flow analyses and financial models to underpin client recommendations.
- Assisting in the preparation of client meetings and attending these alongside the Financial Planners to gain hands-on experience.
- Maintaining accurate client records and ensuring compliance with all standards.
- Collaborating with Financial Planners to develop tailored, holistic financial plans.
Candidate Profile
- Chartered or actively working towards Chartered status.
- Strong technical knowledge in pensions and investments.
- Ambitious and eager to transition into an advisory role within two years.
- Excellent communication skills and a proactive approach to problem-solving.
- High level of integrity, discretion, and attention to detail.
Package
- Salary up to £55,000 (potentially higher for the right candidate).
- Annual discretionary bonus.
- Comprehensive support for professional development and qualifications.
- Flexible working arrangements, including home-based options.
Paraplanner / Trainee Financial Adviser employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Financial Adviser
✨Tip Number 1
Make sure to familiarize yourself with the latest trends and regulations in pensions and investments. This knowledge will not only help you in your role but also impress the hiring managers during interviews.
✨Tip Number 2
Network with professionals in the wealth management industry, especially those who are already in advisory roles. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Consider joining relevant professional organizations or groups that focus on financial planning. This can enhance your credibility and show your commitment to the field, making you a more attractive candidate.
✨Tip Number 4
Prepare to discuss your long-term career goals during the interview. Emphasize your ambition to transition into an advisory role and how you plan to achieve this within the specified timeframe.
We think you need these skills to ace Paraplanner / Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Technical Paraplanner and the potential for transitioning into an advisory role. Tailor your application to highlight relevant skills and experiences that align with these responsibilities.
Highlight Relevant Experience: Emphasize any experience you have in financial planning, pensions, or investments. If you have worked with ultra-high-net-worth clients or have technical knowledge in these areas, make sure to showcase this in your CV and cover letter.
Showcase Your Ambition: Since the role is designed for someone eager to transition into an advisory position, express your ambition and career goals clearly. Mention how you plan to achieve Chartered status and your commitment to professional development.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also conveys your enthusiasm for the role and the company. Discuss why you are interested in working with this Wealth Management business and how you can contribute to their success.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of pensions and investments during the interview. Be prepared to discuss specific examples of financial planning reports you've worked on or technical research you've conducted.
✨Demonstrate Your Ambition
Express your eagerness to transition into an advisory role within the specified timeframe. Share your career goals and how this position aligns with your professional development aspirations.
✨Prepare for Client Interaction Scenarios
Since the role involves attending client meetings, practice discussing how you would handle various client scenarios. This will show your proactive approach and readiness to support Financial Planners effectively.
✨Emphasize Attention to Detail
Given the importance of maintaining accurate client records and ensuring compliance, be ready to provide examples of how you've demonstrated attention to detail in your previous roles or studies.
