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- Tasks: Prepare reports, conduct research, and support client meetings in a dynamic financial planning team.
- Company: Join a well-established, independent advisory firm known for its excellence and client focus.
- Benefits: Enjoy professional development support, training, and clear career progression opportunities.
- Why this job: Advance your career with exposure to complex strategies and a collaborative team environment.
- Qualifications: Minimum 3 years' experience in paraplanning with strong financial planning knowledge required.
- Other info: Hybrid working model available, offering flexibility in your work-life balance.
The predicted salary is between 42000 - 84000 £ per year.
Benefits: Professional development support, training, and long-term career progressionAre you an experienced paraplanner looking to take your career to the next level in a dynamic and client-focused financial planning firm? We’re recruiting on behalf of a well-established, independent advisory business with a growing client base and a reputation for excellence.This is a fantastic opportunity to join a collaborative team supporting two senior advisers and a junior adviser. You’ll be exposed to complex financial planning strategies, investment research, and portfolio management, with a clear pathway to advance into either a senior paraplanning role or an advisory position over time. Key ResponsibilitiesPrepare suitability reports and ensure compliance standards are metConduct product and fund research, including sector-specific analysisSupport client meetings and follow-up documentationAssist with portfolio reviews, valuations, and meeting preparationLiaise with providers, clients, and internal teams to manage pipeline businessMaintain accurate client records and CRM systemsProvide technical and administrative support across the team Experience & SkillsMinimum 3 years’ experience in a paraplanning roleStrong understanding of financial planning, personal tax, and investment marketsProficient in…
Senior Paraplanner – Financial Planning & Investment Management, Up to £70k (Chartered), Hybrid employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Financial Planning & Investment Management, Up to £70k (Chartered), Hybrid
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet potential colleagues or mentors who can provide insights into the role and possibly refer you to opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest trends in financial planning and investment management. Subscribe to industry publications or follow thought leaders on social media to demonstrate your knowledge during interviews and discussions.
✨Tip Number 3
Prepare to discuss specific examples of your experience in preparing suitability reports and conducting product research. Being able to articulate your past successes will show us that you have the practical skills we’re looking for.
✨Tip Number 4
Familiarise yourself with our company’s values and recent projects. Tailoring your conversations to reflect how your skills align with our mission will help you stand out as a candidate who is genuinely interested in joining our team.
We think you need these skills to ace Senior Paraplanner – Financial Planning & Investment Management, Up to £70k (Chartered), Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, focusing on relevant skills such as preparing suitability reports, conducting product research, and supporting client meetings. Use specific examples to demonstrate your expertise in financial planning and investment management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to grow within the industry. Mention how your background aligns with the responsibilities of the role and express your enthusiasm for joining a collaborative team.
Highlight Relevant Experience: In your application, emphasise your minimum 3 years of experience in a paraplanning role. Discuss your understanding of compliance standards, portfolio management, and client relationship management to demonstrate your fit for the position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning sector.
How to prepare for a job interview at Click To Hired
✨Showcase Your Experience
Make sure to highlight your minimum 3 years of experience in a paraplanning role. Be prepared to discuss specific examples of how you've prepared suitability reports and ensured compliance standards were met.
✨Demonstrate Technical Knowledge
Brush up on your understanding of financial planning, personal tax, and investment markets. The interviewers will likely ask you technical questions, so be ready to explain complex strategies and your approach to product and fund research.
✨Prepare for Client Interaction Scenarios
Since the role involves supporting client meetings, think about past experiences where you've successfully liaised with clients or internal teams. Prepare to discuss how you manage follow-up documentation and maintain accurate client records.
✨Express Your Career Aspirations
This position offers a clear pathway for career progression. Be open about your ambitions, whether it's advancing into a senior paraplanning role or moving into an advisory position. This shows your commitment to growth within the company.
