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- Tasks: Conduct research and analysis for clients' financial planning needs.
- Company: Join an award-winning Wealth Management firm with luxurious offices.
- Benefits: Enjoy extensive client interaction and professional development opportunities.
- Why this job: Be part of a team delivering holistic financial solutions to sophisticated clients.
- Qualifications: Diploma Status in Financial Services, progressing to Chartered Status required.
- Other info: Ideal for articulate individuals eager to advance their Paraplanning career.
The predicted salary is between 36000 - 60000 £ per year.
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you.
Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client’s current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers.
The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis.
This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm.
Technical Paraplanner/Client Manager employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner/Client Manager
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly around pensions, investments, and tax. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your experience with client interactions and how you’ve successfully communicated complex financial concepts in the past. Being able to articulate your approach to client management will set you apart during interviews.
✨Tip Number 4
Research the company culture and values of the firm you’re applying to. Tailor your conversations to reflect how your personal values align with theirs, showing that you’re not just a fit for the role, but for the team as well.
We think you need these skills to ace Technical Paraplanner/Client Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Paraplanner/Client Manager. Familiarise yourself with key terms like Pensions, Investments, and Cashflow modelling to demonstrate your knowledge in your application.
Tailor Your CV: Highlight your relevant experience and qualifications, especially your Diploma Status and any progress towards Chartered Status. Emphasise your skills in communication, presentation, and IT, as these are crucial for the role.
Craft a Compelling Cover Letter: Use your cover letter to explain why you are passionate about financial planning and how your background aligns with the firm's goals. Mention specific experiences that showcase your ability to conduct detailed research and produce bespoke reports.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Brevere Group
✨Know Your Financial Services
Make sure you brush up on your knowledge of pensions, investments, protection, and inheritance tax planning. Being able to discuss these topics confidently will show that you're well-prepared and understand the complexities of financial planning.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would conduct research and analysis for different financial situations, as this will demonstrate your practical understanding of the paraplanning process.
✨Showcase Your Communication Skills
Since the role involves extensive client contact, practice explaining complex financial concepts in simple terms. This will highlight your ability to communicate effectively with clients and ensure they understand their options.
✨Bring Examples of Your Work
If possible, prepare to share examples of bespoke reports or analyses you've created in the past. This will give the interviewers a tangible sense of your skills and how you approach financial planning.
