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- Tasks: Support top advisers by conducting research and drafting financial reports.
- Company: Join a leading wealth management firm known for its excellence in client service.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Make a real impact by helping high-net-worth clients achieve their financial goals.
- Qualifications: Experience as a paraplanner with strong knowledge of investment and pension products required.
- Other info: This role is perfect for those looking to advance their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in Newbury. You will provide technical support to their top advisers within the business.
Key Duties include:
The successful candidate will be an experienced paraplanner, confident in dealing with HNW clients. You will have strong knowledge of all investment, life and pensions products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.
If you are looking for the next move in their career, get in touch to find out more about this and other roles we are working on.
Paraplanner - Chartered Practice employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Chartered Practice
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Blakemore Recruitment.
✨Tip Number 2
Familiarise yourself with the latest financial products and legislation relevant to paraplanning. This will not only boost your confidence but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience where you successfully supported advisers or managed HNW client needs. This will showcase your practical knowledge and problem-solving skills during interviews.
✨Tip Number 4
Research Blakemore Recruitment thoroughly, including their values and recent achievements. Tailoring your conversation to align with their mission 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 - Chartered Practice
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key duties and requirements for the Paraplanner position. Tailor your application to highlight your experience with HNW clients and your technical skills.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience as a paraplanner, particularly your work with investment, life, and pensions products. Use specific examples to demonstrate your ability to support advisers effectively.
Showcase Technical Skills: Make sure to detail your technical research capabilities and financial analysis skills in your application. Mention any relevant software or tools you are proficient in that would be beneficial for the role.
Proofread Your Application: Before submitting, thoroughly proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your expertise in financial analysis and product knowledge. Brush up on investment, life, and pensions products, as well as relevant legislation, so you can confidently discuss how these apply to HNW clients.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to explain how you would assess a client's objectives and conduct research to find suitable solutions. This will show your problem-solving skills and understanding of client needs.
✨Showcase Your Compliance Knowledge
Familiarise yourself with compliance procedures and FSA guidelines. During the interview, be prepared to discuss how you ensure that all data is accurately recorded and compliant with regulations, as this is crucial in the wealth management sector.
✨Demonstrate Team Collaboration
Highlight your experience working alongside advisers and how you contribute to their success. Share examples of how you've supported advisers in preparing for client meetings or drafting recommendation reports, showcasing your ability to work effectively in a team.
