At a Glance
- Tasks: Analyse complex financial cases and create tailored reports for High Net Worth clients.
- Company: Award-winning Chartered Financial Planning firm in London.
- Benefits: Competitive salary, professional development, and a supportive work culture.
- Other info: Opportunity for career growth in a professional environment.
- Why this job: Join a respected firm and enhance your skills in Wealth Management and Financial Planning.
- Qualifications: Diploma qualified with experience in Pensions, Investments, and Tax Planning.
The predicted salary is between 59400 - 72600 £ per year.
Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team in London.
Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients.
Your role will be to work with the Director of Financial Planning and assisting in the management and development of the client portfolio of High Net Worth Clients.
You will conduct detailed analysis and research to provide in depth analysis of the clients current situation.
You will then compile the information into suitability reports and work in conjunction with the Director to deliver the findings and recommendations.
You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements.
You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service.
You will deal with client queries and be responsible for providing guidance and insight for complex cases.
You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning.
Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients.
You will be Diploma qualified be progressing towards or have achieved Chartered Status.
You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning.
You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position.
The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession.
This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy.
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Senior Paraplanner – HNW Clients employer: Brevere Group
Join an award-winning Wealth Management firm in London, where your expertise as a Senior Paraplanner will be valued and nurtured. With a strong commitment to professional development, you will work alongside like-minded professionals in a culture that prioritises excellence and bespoke client service. Enjoy the benefits of a supportive environment that encourages innovation and offers opportunities for growth within a respected team dedicated to high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner – HNW Clients
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Brevere Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Brevere Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Brevere Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Paraplanner – HNW Clients
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Brevere Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Brevere Group how you can be a team player!
How to prepare for a job interview at Brevere Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Brevere Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Brevere Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
