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- Tasks: Support wealth managers with product research, report writing, and preparing reason why letters.
- Company: Join a leading UK private banking organisation with a focus on wealth management.
- Benefits: Enjoy strong career progression opportunities in a dynamic private banking environment.
- Why this job: Perfect for those looking to advance their career while working with Ultra HNW clients.
- Qualifications: Must have a Level 4 Diploma in Financial Services and Paraplanning experience.
- Other info: Work alongside experienced professionals in a collaborative team setting.
The predicted salary is between 36000 - 60000 £ per year.
Our clients are a UK private banking organisation with a wealth management division. They are looking for a Paraplanner to support and service the wealth managers in their London office. This role involves working in a team alongside a senior Paraplanner and sales support to assist a chartered financial planner.
Responsibilities include:
- Product research
- Preparing reason why letters
- Report writing
Candidates must have a Level 4 Diploma in Financial Services, be qualified or nearing completion, and have Paraplanning experience within an IFA. This is an excellent opportunity to work in a private banking environment with strong career progression prospects. It is suitable for a Paraplanner aiming to advance into dealing with Ultra HNW clients.
Private Banking Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Paraplanner
✨Tip Number 1
Network with professionals in the private banking and wealth management sectors. Attend industry events or join relevant online forums to connect with current Paraplanners and financial planners who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in private banking and wealth management. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying informed in a rapidly evolving industry.
✨Tip Number 3
Prepare to discuss specific examples of your Paraplanning experience, particularly any work you've done with Ultra HNW clients. Highlighting your ability to handle complex financial situations will show that you're ready for the challenges of this role.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and client base, so you can tailor your responses to align with their goals and demonstrate how you can contribute to their success.
We think you need these skills to ace Private Banking Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Private Banking Paraplanner. Highlight your experience in product research, report writing, and preparing reason why letters in your application.
Tailor Your CV: Make sure your CV reflects your qualifications, particularly your Level 4 Diploma in Financial Services. Emphasise any relevant Paraplanning experience within an IFA to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to work with Ultra HNW clients. Mention specific skills and experiences that align with the job description.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial products and services. Be prepared to discuss specific products you've researched in the past and how they can benefit clients, especially Ultra HNW individuals.
✨Demonstrate Your Paraplanning Experience
Be ready to share examples of your previous paraplanning work. Highlight your experience with report writing and preparing reason why letters, as these are crucial skills for the role.
✨Showcase Team Collaboration Skills
Since you'll be working closely with a senior Paraplanner and sales support, emphasise your ability to work in a team. Share examples of how you've successfully collaborated in past roles to achieve common goals.
✨Prepare Questions for the Interviewers
Have insightful questions ready to ask about the company culture, career progression opportunities, and their approach to servicing Ultra HNW clients. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
