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- Tasks: Support top advisers with technical research and client meetings.
- Company: Join a leading wealth management firm in the heart of London.
- Benefits: Enjoy competitive pay, career growth, and a dynamic 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 offers a chance to work closely with industry experts.
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 London. You will provide technical support to their top adviser and the clients on a one-on-one basis.
Key Duties include:
- Working alongside the company’s most productive advisers, carrying out technical research in preparation for client meetings.
- Assess the client’s objectives and carry out research to identify suitable solutions to meet client’s needs.
- Carry out financial analysis to enable you to draft recommendation reports/letters for review and sign off by the advisers.
- Undertake annual reviews, prepare valuations, arranging and attending internal/external client meetings and ongoing servicing of clients.
- Check all appropriate data is accurately recorded and ensure all compliance procedures and paperwork are in line with company and FSA guidelines.
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 your career, get in touch to find out more about this and other roles we are working on.
Technical Paraplanner - Chartered Practice employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical 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 join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest financial products and legislation related to investments, life insurance, and pensions. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare for potential interviews by practising common paraplanning scenarios, such as drafting recommendation reports or conducting financial analyses. Being able to discuss these processes confidently will set you apart from other candidates.
✨Tip Number 4
Research the specific wealth management firm you're applying to. Understand their values, client base, and any recent news or achievements. Tailoring your conversation to align with their goals can make a strong impression during interviews.
We think you need these skills to ace Technical Paraplanner - Chartered Practice
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Paraplanner. Familiarise yourself with the key duties mentioned in the job description, such as conducting technical research and drafting recommendation reports.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the requirements for the role. Emphasise your experience with HNW clients and your knowledge of investment, life, and pensions products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management industry. Mention specific examples of how your previous experience has prepared you for this position and how you can contribute to the firm's success.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Technical Stuff
As a Technical Paraplanner, you'll need to demonstrate your expertise in investment, life, and pensions products. Brush up on the latest legislation and be prepared to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Client Interaction Skills
Since you'll be dealing with high-net-worth clients, it's crucial to highlight your experience in managing client relationships. Be ready to share examples of how you've successfully supported advisers and met client needs.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think about past situations where you had to conduct technical research or draft recommendation reports, and be ready to explain your thought process.
✨Understand Compliance Requirements
Familiarise yourself with compliance procedures and FSA guidelines relevant to the role. Be prepared to discuss how you ensure accuracy in data recording and adherence to compliance standards in your work.
