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- Tasks: Provide top-notch financial planning support for high-net-worth clients and collaborate with Advisers.
- Company: Reputable Wealth Management practice in Esher with a strong focus on client satisfaction.
- Benefits: Competitive salary, onsite parking, 25 days annual leave, and additional perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: At least 3 years of Paraplanning experience and Level 4 qualifications.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A reputable Wealth Management practice in Esher is seeking an experienced Senior Paraplanner to provide exceptional financial planning support for high-net-worth clients. This role involves collaborating closely with Advisers and producing detailed financial plans while handling technical queries.
Candidates should have at least 3 years of Paraplanning experience and Level 4 qualifications.
Competitive salary, onsite parking, 25 days of annual leave and additional perks offered.
Hybrid Senior Paraplanner for High-Net-Worth Clients in Esher employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Senior Paraplanner for High-Net-Worth Clients in Esher
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and financial planning skills. We recommend practising common interview questions related to high-net-worth clients and showcasing your experience with detailed financial plans.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to employers looking for top-notch talent like you.
We think you need these skills to ace Hybrid Senior Paraplanner for High-Net-Worth Clients in Esher
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Paraplanning, especially with high-net-worth clients. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Wealth Management practice. Share specific examples of your past work and how it relates to the role we’re offering.
Showcase Your Collaboration Skills: Since this role involves working closely with Advisers, make sure to mention any experience you have in teamwork or collaboration. We love seeing candidates who can communicate effectively and contribute to a team environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around high-net-worth clients. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Experience
With at least 3 years of Paraplanning experience, highlight your key achievements. Prepare examples that demonstrate your ability to produce detailed financial plans and handle technical queries effectively.
✨Collaborate Like a Pro
Since this role involves working closely with Advisers, think about how you can showcase your teamwork skills. Be prepared to discuss how you've successfully collaborated in previous roles to achieve client goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and their expectations for the Senior Paraplanner role. This shows your genuine interest and helps you assess if it’s the right fit for you.
