At a Glance
- Tasks: Support consultants by gathering client info and creating detailed suitability reports.
- Company: Forward-thinking financial planning firm with a commitment to professional development.
- Benefits: Competitive salary, hybrid work options, and support for professional qualifications.
- Other info: Exciting career growth opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Minimum 6 years of paraplanning experience and diploma qualifications required.
Formed in the 1980s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world, due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy.
You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. Experience of suitability reports would be beneficial.
Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if not already there. You will have strong IT and communications skills and the desire to further your career. Looking for a minimum of 6 years paraplanning experience. Must be qualified, minimum Certificate in Paraplanning, preferably Level 4 / DipFA / DipPFS.
Local to the office in Surrey Hybrid preferred, rather than wholly remote, but could entertain for the right candidate. Salary negotiable depending on experience. Position available to start before the end of 2025.
This is an excellent opportunity to join a forward-thinking Financial Planning firm who are committed to professional development with a defined path to full Paraplanning responsibilities.
Please apply online or contact Cameron James for more information.
Paraplanner Hybrid or WFH employer: Cameron James Professional Recruitment
Join a forward-thinking financial planning firm in Surrey that prioritises professional development and offers a clear path to full Paraplanning responsibilities. With a commitment to bespoke wealth management solutions, you will thrive in a supportive work culture that values accuracy and compliance while providing opportunities for career advancement and further qualifications. Enjoy the flexibility of a hybrid working model, allowing you to balance your professional and personal life effectively.
Contact Details:
Cameron James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Hybrid or WFH
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already in paraplanning roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance for an interview, be ready to discuss your technical knowledge on pensions and investments. Bring examples of your past work, like suitability reports, to demonstrate your expertise.
✨Tip Number 3
Stay updated! Make sure you're aware of the latest trends in retirement planning and tax strategies. This will not only help you in interviews but also show potential employers that you're committed to professional development.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are eager to join us. It shows initiative and gives you a better chance to stand out in the crowd.
We think you need these skills to ace Paraplanner Hybrid or WFH
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in retirement planning, investments, and compliance. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background makes you a great fit for our team. Keep it professional but let your personality show!
Showcase Your Qualifications:Don’t forget to mention your qualifications, especially if you're working towards Diploma Status. We value continuous learning and want to know how you're progressing in your professional journey.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around Pensions and Investments. Be ready to discuss your experience with suitability reports and how you've supported consultants in the past.
✨Showcase Your Skills
Highlight your strong IT and communication skills during the interview. Prepare examples of how you've used these skills in previous roles, particularly in managing client correspondence and ensuring compliance.
✨Demonstrate Your Commitment
Since the firm values professional development, be prepared to talk about your progress towards qualifications like the Diploma Status. Share your career aspirations and how they align with the company's goals.
✨Be Ready for Hybrid Discussion
As the role is hybrid, think about how you can effectively work both in-office and remotely. Be ready to discuss your preferences and how you can maintain productivity in either setting.
