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- Tasks: Join a dynamic team to create bespoke investment portfolios and assist clients in their financial journeys.
- Company: A reputable, independent financial planning firm with over 50 years of heritage and a loyal team.
- Benefits: Enjoy a competitive salary, flexible working options, and regular team social events.
- Why this job: Be part of a supportive environment with no glass ceiling and opportunities for personal growth.
- Qualifications: Chartered qualified with 5+ years of Paraplanning experience and confidence in client interactions.
- Other info: Work closely with founding partners in a collaborative pod model.
Our client is looking to recruit a Chartered Paraplanner to join their privately owned, independent financial planning business. The business works with private clients, charities and businesses providing independent financial planning and investment management to enable their financial objectives and aspirations. Due to the quality of their service, the business generates most of their new clients through word of mouth referrals. The company consists of 40 people.
In this role, you will be working with one of the founding partners as part of a pod model, consisting of yourself, a Junior Paraplanner and a dedicated Administrator. Therefore, benefiting from being part of a dedicated unit plus a wider team to share ideas and learn from. Their client bank includes a range of wealth types and at every stage of their financial journey from those starting to grow their assets, through to those drawing income or looking to pass their wealth to the next generation(s).
As a Chartered Paraplanner, you will be utilising your technical knowledge and experience to assist in creating bespoke investment portfolios, pensions and inheritance tax.
You will be joining a loyal team with very high staff retention, operating a flat structure with no glass ceiling. This vacancy is available due to the existing incumbent progressing internally.
Chartered Paraplanner Requirements- You must be Chartered qualified
- You must have 5+ years’ experience as a Paraplanner with excellent technical knowledge
- You must be self-motivated, with the ability to pick things up quickly
- You need to be confident in front of HNW & UHNW clients (you will attend some client meetings)
- Salary of £65,000 - £75,000 plus company benefits
- Ideally office based in their Central London premises, with potential for up to 2 days from home
- Highly collaborative environment, with regular team social activities and events
- Privately owned and managed firm
- Longstanding business with 50+ years heritage
Location: Central London
Chartered Paraplanner employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or seminars where you can meet potential colleagues or clients. Building relationships can lead to referrals and insights about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in investment management and financial planning. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Be ready to share specific examples of how you've successfully managed their financial needs and built trust.
✨Tip Number 4
Showcase your collaborative skills. Since you'll be working in a pod model, emphasise your ability to work well in teams and how you can contribute to a supportive and innovative environment.
We think you need these skills to ace Chartered Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered qualifications and relevant experience as a Paraplanner. Emphasise your technical knowledge and any specific achievements that demonstrate your ability to work with HNW and UHNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention your experience in creating bespoke investment portfolios and how you can contribute to their team.
Highlight Relevant Experience: In your application, focus on your 5+ years of experience as a Paraplanner. Provide examples of how you've successfully assisted clients at various stages of their financial journey, particularly in areas like pensions and inheritance tax.
Showcase Soft Skills: Since this role involves client interaction, highlight your self-motivation and confidence in front of clients. Include examples of how you've effectively communicated complex financial concepts to clients in the past.
How to prepare for a job interview at CV-Library
✨Showcase Your Technical Knowledge
As a Chartered Paraplanner, your technical expertise is crucial. Be prepared to discuss specific financial planning strategies, investment portfolios, and tax implications. Use examples from your past experience to demonstrate your knowledge and how it can benefit the firm’s clients.
✨Demonstrate Client Interaction Skills
Since you'll be interacting with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, it's important to convey confidence and professionalism. Practice articulating your thoughts clearly and consider role-playing client scenarios to prepare for potential questions during the interview.
✨Emphasise Team Collaboration
This role involves working closely with a Junior Paraplanner and an Administrator. Highlight your ability to work in a team environment and share examples of how you've successfully collaborated with others in previous roles to achieve common goals.
✨Research the Company Culture
Understanding the company’s values and culture is key. Since this firm prides itself on high staff retention and a collaborative environment, be ready to discuss how your personal values align with theirs and how you can contribute to maintaining that positive atmosphere.
