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- Tasks: Join us as a Senior Paraplanner, supporting advisers with UHNW families' financial needs.
- Company: Be part of a boutique wealth planning practice with over 10 years of excellence in the City of London.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid working options (2 days WFH).
- Why this job: This role offers a unique chance to work closely with prestigious clients and develop your career.
- Qualifications: You need to be diploma qualified and working towards Chartered status.
- Other info: Gain hands-on experience in report writing, technical research, and client meetings.
The predicted salary is between 55000 - 65000 £ per year.
Family Office Practice - working with UHNW Families
Up to £65k basic salary plus bonuses and benefits
City of London Office with hybrid working (2 days WFH)
My client is a boutique wealth planning practice based in the City of London who have been operating for 10+ years. They have an excellent reputation providing very solid financial advice to both UHNW families with significant assets under management, in general. 10’s of millions of pounds of assets per family.
The Managing Director is seeking to recruit a brand new Senior Paraplanner who is diploma qualified and must be working towards their Chartered status or aiming to do so. This is a client facing role and you will be working very closely with the adviser compiling advice for their prestigious clients.
You will be conducting end to end report writing, technical research, aiding advisers in compiling advice, cashflow modelling, fact finds and all prep and follow up for annual reviews and client meetings.
A broad range of technical knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.) The role will be office to begin with then you can WFH 2 days per week.
The MD is looking to offer £55k - £65k basic salary.
Senior Paraplanner (Route to Adviser) - Family/Private Office - working with UHNW Families employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Route to Adviser) - Family/Private Office - working with UHNW Families
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with ultra-high-net-worth (UHNW) families. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the specific needs of UHNW clients.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations that pertain to UHNW individuals. This knowledge will not only enhance your technical skills but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your experience with report writing and client interactions during the interview. Be ready to provide examples of how you've successfully supported advisers in previous roles, as this will showcase your ability to thrive in a client-facing position.
✨Tip Number 4
Research the boutique wealth planning practice thoroughly. Understand their values, client base, and the specific services they offer to UHNW families. Tailoring your conversation to align with their mission can significantly boost your chances of making a positive impression.
We think you need these skills to ace Senior Paraplanner (Route to Adviser) - Family/Private Office - working with UHNW Families
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with UHNW families. Emphasise your qualifications, such as being diploma qualified and working towards Chartered status.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth planning and your understanding of the unique needs of UHNW clients. Mention specific skills like report writing, technical research, and cashflow modelling that align with the job description.
Showcase Technical Knowledge: Demonstrate your broad range of technical knowledge across financial products in your application. Use examples from your past experience to illustrate your expertise in areas like pensions, investments, and tax planning.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents. Check for any spelling or grammatical errors, and ensure that your application is clear and professional.
How to prepare for a job interview at Click To Hired
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of various financial products, including pensions, investments, and tax planning. Be prepared to discuss how you've applied this knowledge in previous roles, as the interviewers will be keen to see your expertise in action.
✨Demonstrate Client-Facing Skills
Since this role involves working closely with UHNW families, it's essential to highlight your experience in client interactions. Share examples of how you've successfully managed client relationships and provided tailored advice, showcasing your ability to communicate complex information clearly.
✨Prepare for Technical Research Questions
Expect questions that assess your ability to conduct technical research and report writing. Familiarise yourself with common scenarios you might encounter in the role and be ready to explain your thought process when compiling advice or conducting cashflow modelling.
✨Express Your Career Aspirations
As this position is a route to adviser status, be open about your career goals. Discuss your plans for obtaining Chartered status and how this role fits into your long-term career path. This shows your commitment to professional development and aligns with the company's values.
