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- Tasks: Provide expert analysis and insights in Wealth Management for high-net-worth clients.
- Company: Join a forward-thinking firm dedicated to exceptional client service.
- Benefits: Competitive salary, professional development, and opportunities for career progression.
- Why this job: Make a real impact in financial planning while advancing your career in a respected environment.
- Qualifications: Chartered status with expertise in pensions, investments, estate, and tax planning.
- Other info: Dynamic role with extensive client contact and potential for growth into advisory positions.
The predicted salary is between 36000 - 60000 £ per year.
Are you an accomplished Wealth Management professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients?
A role now exists for a Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include delivering holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client contact and you will act as the main point of contact for all technical issues.
Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Estate, Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software.
You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. In addition, the opportunity exists to further develop your skills and to progress to a Client Management/Advisory role if required.
Senior Paraplanner in London employer: Eden Resourcing
Contact Detail:
Eden Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the Wealth Management field and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss Pensions, Investments, and Tax issues. We want you to shine when it comes to showcasing your expertise and how it can benefit potential clients.
✨Tip Number 3
Don’t forget to tailor your approach! When you’re applying through our website, make sure to highlight your experience with cash flow modelling and Financial Planning software. Show us how your skills align perfectly with what the firm is looking for.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their success.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in Wealth Management and Paraplanning. We want to see how your skills align with the role, so don’t be shy about showcasing your Chartered Status and technical expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: Since the role involves detailed analytical work, make sure to highlight any relevant experience you have with cash flow modelling and Financial Planning software. We want to know how you can bring value to our clients!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Eden Resourcing
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around Pensions, Investments, and Tax. Be ready to discuss specific cases or scenarios where you've applied your expertise, as this will show your depth of understanding.
✨Practice Clear Communication
Since you'll need to relay complex information clearly, practice explaining intricate financial concepts in simple terms. This will help demonstrate your ability to communicate effectively with Advisors and Clients during the interview.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical skills, particularly in cash flow modelling and using Financial Planning software. Being able to discuss how you've used these tools to provide insights will set you apart.
✨Align with Their Values
Research the firm’s approach to Wealth Management and their commitment to client service. Be ready to discuss how your values align with theirs and how you can contribute to their mission of delivering first-class service to HNW clients.
