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- Tasks: Provide insight and analysis in Financial Planning for high-net-worth clients.
- Company: Join a respected firm focused on delivering top-notch financial services.
- Benefits: Enjoy an excellent remuneration package and opportunities for career growth.
- Why this job: Be part of a forward-thinking team that values excellence and professional development.
- Qualifications: Chartered status and expertise in Pensions, Investments, Tax, and Trust work required.
- Other info: Ideal for those looking to advance their career in a professional environment.
The predicted salary is between 43200 - 72000 £ per year.
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients?
A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues.
Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software.
You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries.
This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded w…
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Paraplanner/Client Manager employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/Client Manager
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet potential colleagues and clients. Building relationships can help you get noticed and may lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews and networking opportunities.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios from your past experience that highlight your analytical skills and ability to communicate complex information clearly. This will showcase your suitability for the role.
✨Tip Number 4
Research StudySmarter and our approach to client management. Understanding our values and how we operate will allow you to tailor your conversations and show how you can contribute to our mission.
We think you need these skills to ace Paraplanner/Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Paraplanning and your technical skills. Emphasise your Chartered Status and any specific expertise in Pensions, Investments, Tax, and Trust work.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention how your background aligns with their focus on delivering first-class service to HNW clients and your ability to communicate complex information clearly.
Highlight Relevant Experience: In your application, provide examples of your previous work in cash flow modelling and using Financial Planning software. This will demonstrate your capability to handle the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the Paraplanning profession.
How to prepare for a job interview at Brevere Group
✨Showcase Your Technical Expertise
Make sure to highlight your technical skills and experience in areas like Pensions, Investments, and Tax during the interview. Be prepared to discuss specific cases where you've successfully applied your knowledge to solve complex issues for clients.
✨Communicate Clearly
Since the role requires relaying complex information to various stakeholders, practice explaining intricate financial concepts in simple terms. This will demonstrate your ability to communicate effectively with Advisors, Clients, and Intermediaries.
✨Demonstrate Client Management Skills
Be ready to share examples of how you've managed client relationships in the past. Discuss your approach to understanding client needs and how you ensure a first-class service, especially for high-net-worth clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face in the role and how you would address them, particularly in areas like cash flow modelling and holistic financial planning.
