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- Tasks: Join our team as a Paraplanner, managing wealth for clients and preparing essential reports.
- Company: We are a dedicated firm in Weybridge, specialising in personalised investment and retirement planning.
- Benefits: Enjoy competitive pay, full training, and the chance to develop into a business owner.
- Why this job: This role offers hands-on experience in wealth management with coaching from industry experts.
- Qualifications: You need Level 4 Dip PFS qualification and experience in IFA or Wealth Management.
- Other info: We support your growth from employee to business owner in wealth management.
The predicted salary is between 30000 - 45000 £ per year.
Type of Position: Paraplanner (IFA) – Weybridge
Pay: £30k – £45k
Reference: Weybridge3
Paraplanner (IFA) – Weybridge
Our client is looking for a hard-working individual with Paraplanning experience to join their team based in Weybridge managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.
The Role:
- Collating client information and preparing suitability letters for a variety of technical cases
- Preparing illustrations and reports for client meetings
- Managing cases to completion and working with internal processing systems
- Ensuring that the business obtained is being processed compliantly and in a timely manner
- Liaising with colleagues and third parties on a daily basis
You will be given full training on the relevant IT systems.
Requirements:
- This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a \’can do’ working style.
- You will have been working within an IFA or Wealth Management environment and you have the Level 4 Dip PFS qualification and are potentially looking to be Chartered.
- You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products.
- You are highly organised and have excellent communication skills.
- You have a solution-focused approach to your work.
- It is essential that you are confident in dealing with third parties and can work with total discretion.
Our client has extensive experience in supporting and developing individuals from an employed role and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.
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Paraplanner (IFA) - Weybridge employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (IFA) - Weybridge
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in investment tax and retirement planning. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience that showcase your problem-solving skills and ability to manage cases effectively. Highlight instances where you successfully liaised with third parties or handled complex client situations.
✨Tip Number 4
Research the company thoroughly, including their approach to client service and any recent news or achievements. Tailoring your conversation to reflect their values and goals can help you stand out as a candidate who is genuinely interested in joining their team.
We think you need these skills to ace Paraplanner (IFA) - Weybridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and relevant qualifications, especially the Level 4 Dip PFS. Use specific examples from your previous roles that demonstrate your skills in managing client information and preparing reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your enthusiasm for the role. Mention how your solution-focused approach and excellent communication skills make you a great fit for the team.
Highlight Relevant Experience: In your application, emphasise any experience you have in dealing with IHT, Pension, or Investment products. Provide concrete examples of how you've successfully managed cases to completion in a compliant manner.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the Paraplanning role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous experience in paraplanning, especially within an IFA or Wealth Management environment. Highlight specific cases you've worked on and how you managed them from start to finish.
✨Demonstrate Your Technical Knowledge
Since the role involves technical aspects of IHT, Pension, and Investment products, brush up on these topics. Be ready to answer questions that test your understanding and provide examples of how you've applied this knowledge in past roles.
✨Emphasise Your Communication Skills
As you'll be liaising with colleagues and third parties, it's crucial to demonstrate your excellent communication skills. Prepare examples of how you've effectively communicated complex information to clients or team members in the past.
✨Exhibit a Solution-Focused Mindset
The job requires a solution-focused approach, so think of instances where you've successfully resolved challenges. Be ready to share these experiences to show that you can think critically and act decisively under pressure.
