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- Tasks: Join us as a Paraplanner, handling technical research and client interactions.
- Company: We're a dynamic Wealth Management firm in North Kent, known for exceptional client service.
- Benefits: Enjoy private medical insurance, bonuses, and comprehensive study support.
- Why this job: Be part of a team that values professionalism and aims to democratise financial planning.
- Qualifications: Experience as a Paraplanner is preferred; diploma or Chartered exams are a plus.
- Other info: This role offers potential for career advancement in a supportive environment.
The predicted salary is between 28000 - 42000 £ per year.
+ Private medical insurance
My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. With a solid reputation built over several years, they are committed to maintaining the highest standards of professionalism and ethics across all aspects of their operations. Their dedication to excellence has fuelled consistent year-on-year growth, leading to the recent expansion of their team.
My client prioritises personalised, professional, and reliable advice, ensuring exceptional service while upholding efficiency without compromising the human connection. Their overarching mission is to democratise financial planning, making it accessible to all individuals.
This role entails technical responsibilities such as Technical Research, Product Recommendation, Suitability Reports, client interaction, and Cash Flow Modelling.
Candidates with prior experience as a Paraplanner in a Private Client Wealth Management firm are preferred. We are seeking individuals who are looking to establish a career in the support aspect of Private Client Wealth Management, with potential for advancement and greater responsibilities as they enhance their skills. Possession of a diploma qualification or Chartered exams would be beneficial. The company provides an appealing bonus system, comprehensive study and exam support, and structured training initiatives.
If you\’re an experienced Paraplanner looking for a challenging yet rewarding opportunity, we encourage you to apply and become part of a dynamic team committed to excellence in financial planning.
To discuss this opportunity as a Paraplanner further please contact Joanna Clark.
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Paraplanner - Advisor - GBP35,000 - Near Dartford - Fully Office Based - employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Advisor - GBP35,000 - Near Dartford - Fully Office Based -
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, mission, and the specific services they offer in wealth management. This will help you tailor your responses and demonstrate your genuine interest in joining their team.
✨Tip Number 2
Prepare to discuss your previous experience as a Paraplanner in detail. Be ready to share specific examples of how you've contributed to client satisfaction and the technical aspects of your role, such as suitability reports and cash flow modelling.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 4
Showcase your commitment to professional development. Mention any ongoing studies or plans to pursue further qualifications, such as Chartered exams, during your discussions. This demonstrates your dedication to advancing your career in wealth management.
We think you need these skills to ace Paraplanner - Advisor - GBP35,000 - Near Dartford - Fully Office Based -
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner, particularly in Private Client Wealth Management. Emphasise your technical skills, such as Technical Research and Cash Flow Modelling, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your commitment to providing exceptional client service. Mention specific examples of how you've contributed to previous teams and how you can add value to this firm.
Highlight Qualifications: If you possess a diploma qualification or have completed Chartered exams, make sure to mention these prominently in your application. This will demonstrate your commitment to professional development and enhance your candidacy.
Showcase Soft Skills: In addition to technical abilities, highlight your soft skills such as communication, teamwork, and problem-solving. These are crucial in a client-facing role and will show that you can maintain the human connection while delivering efficient service.
How to prepare for a job interview at Financial Divisions
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. This Wealth Management firm prides itself on professionalism and exceptional client service, so be prepared to discuss how your own values align with theirs.
✨Showcase Your Technical Skills
As a Paraplanner, you'll need to demonstrate your technical expertise. Be ready to discuss your experience with Technical Research, Product Recommendations, and Suitability Reports. Prepare examples of how you've successfully used these skills in previous roles.
✨Prepare for Client Interaction Scenarios
Given the emphasis on client interaction, think about how you would handle various client scenarios. Be prepared to share examples of how you've provided personalised advice and maintained strong client relationships in the past.
✨Highlight Your Commitment to Professional Development
This firm values growth and advancement, so make sure to mention any relevant qualifications or training you've pursued, such as diploma qualifications or Chartered exams. Discuss your eagerness to continue learning and developing your skills in the field.
