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- Tasks: Support Wealth Planners with financial strategies and client solutions.
- Company: Join an award-winning Chartered Financial Planning firm in Marlow.
- Benefits: Enjoy hybrid working, professional growth, and a supportive team culture.
- Why this job: Engage with high-net-worth clients and develop your financial expertise.
- Qualifications: Experience in complex IHT, estate planning, and pension/retirement planning required.
- Other info: Contribute to a positive team environment while enhancing your analytical skills.
The predicted salary is between 36000 - 60000 £ per year.
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Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.
Key Responsibilities:
– Conducting extensive research and providing Advisers with technical assessments and reports.
– Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
– Produce technical and compliant suitability letters.
– Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
– Manage complex cases and find solutions to technical problems
– Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
– Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
– Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
– Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
– Help highlight operational areas of improvement and assist with any changes made.
– Take an analytical approach to making client recommendations and use good data skills to support these.
– Translate complex information into easy-to-understand client correspondence
– Ensure all work meets all compliance, high ethical standards and reflects the company values
– Contribute to the team’s work enjoyment, growth, and success
The successful candidate will have experience of the following:
– Complex IHT and Estate Planning
– VCT, EIS and BR Products
– Pension/retirement planning
– Carry forward and lifetime allowance calculations
– Structured products
– Trusts
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Paraplanner - Marlow employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Marlow
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Wealth Planners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and strategies, particularly those mentioned in the job description like IHT, Estate Planning, and VCT. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've used them in past roles. Be ready to provide examples of how you've tackled complex cases or provided technical advice, as this is crucial for the Paraplanner position.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Understanding their approach to client relationships and compliance will help you align your answers during interviews and show that you're a good fit for their team.
We think you need these skills to ace Paraplanner - Marlow
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks mentioned in the job description, such as conducting research, preparing financial plans, and engaging with clients.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your background in financial planning, technical assessments, and client engagement to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that relate to the key responsibilities, such as managing complex cases or producing compliant suitability letters.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Research the Company
Before your interview, make sure to thoroughly research the company and its values. Understand their approach to financial planning and the specific services they offer to HNW clients. This will help you tailor your responses and demonstrate your genuine interest in the role.
✨Prepare for Technical Questions
Given the technical nature of the Paraplanner role, be ready to answer questions related to complex IHT and estate planning, pension calculations, and other financial products. Brush up on your knowledge of VCT, EIS, and BR products to showcase your expertise.
✨Showcase Your Analytical Skills
During the interview, highlight your analytical approach to client recommendations. Be prepared to discuss how you have used data skills in previous roles to support your advice and how you can apply this in the new position.
✨Demonstrate Client Engagement Skills
Since the role involves engaging with well-informed clients, share examples of how you've successfully managed client relationships in the past. Discuss how you handle challenging questions and maintain long-term relationships, as this is crucial for the position.
