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- Tasks: Assist Wealth Planners by producing detailed wealth planning reports and managing client communications.
- Company: Join an award-winning Financial Planning practice in the heart of London, Mayfair.
- Benefits: Enjoy hybrid working with 2 days from home and a supportive team environment.
- Why this job: Gain valuable experience in financial services while working towards chartered status in a dynamic setting.
- Qualifications: A-levels or equivalent, with at least 12 months in administration or paraplanning; CII DipPFS preferred.
- Other info: Opportunity to work with high-net-worth clients and develop your technical knowledge.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home.
They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the production of wealth planning reports.
Key Accountabilities
Competencies / Skillset
Qualifications / Experience Required
Paraplanner - London, Mayfair employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - London, Mayfair
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or around Mayfair. Attend local finance-related events or webinars to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in the field during any discussions.
✨Tip Number 3
Prepare to discuss your experience with client communications and how you've handled high-net-worth individuals in the past. Be ready to share specific examples that highlight your customer service skills and adaptability.
✨Tip Number 4
If you have experience with software like First or Intelliflo, be sure to mention it in conversations. If not, consider taking a short course or tutorial to get familiar with these tools, as they are advantageous for the role.
We think you need these skills to ace Paraplanner - London, Mayfair
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning or financial services. Emphasise any qualifications like CII DipPFS and your customer service skills, especially with high-net-worth individuals.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key accountabilities mentioned in the job description. Show how your skills and experiences align with their needs, particularly in report production and client communication.
Showcase Technical Knowledge: In your application, mention any technical knowledge you have that relates to wealth planning and financial services. If you have experience with software like First or Intelliflo, be sure to include that as well.
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 financial planning industry.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially around wealth management and client communication. Being able to discuss key concepts confidently will show that you're well-prepared and serious about the role.
✨Demonstrate Your Technical Skills
Familiarise yourself with the software mentioned in the job description, such as First or Intelliflo. If you have experience with these tools, be ready to discuss how you've used them in previous roles to enhance your productivity.
✨Showcase Your Customer Service Experience
Since the role involves dealing with high-net-worth individuals, prepare examples of how you've provided excellent customer service in the past. Highlight any situations where you went above and beyond to meet client needs.
✨Prepare for Teamwork Questions
The company values teamwork, so think of examples that demonstrate your ability to work collaboratively. Be ready to discuss how you've shared knowledge and supported colleagues in achieving team goals.
