Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert support and create detailed financial reports for high-net-worth clients.
- Company: Leading wealth management practice with a supportive team culture.
- Benefits: Competitive salary, private medical insurance, and exam support.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum 3 years' paraplanning experience and Level 4 Diploma qualified.
- Other info: Enjoy hybrid working and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management practice is seeking an experienced Senior Paraplanner to join their team in Rugby. This permanent, full-time role offers hybrid working.
Responsibilities include delivering technical support and preparing detailed financial reports for high-net-worth clients.
Candidates should have a minimum of 3 years' experience in paraplanning and be Level 4 Diploma qualified.
The company offers a supportive environment, competitive salary, and benefits like private medical insurance and exam support.
Senior Paraplanner – Hybrid, High‐Net‐Worth Planning in Rugby employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Hybrid, High‐Net‐Worth Planning in Rugby
✨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 openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client management skills. High-net-worth clients expect top-notch service, so be ready to showcase how you can deliver that in your role.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for opportunities that fit your experience and aspirations, especially in hybrid roles that offer flexibility.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and keeps you on their radar as they make their decision.
We think you need these skills to ace Senior Paraplanner – Hybrid, High‐Net‐Worth Planning in Rugby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in paraplanning and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your experience aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves delivering technical support, make sure to showcase your technical skills in your application. Mention specific tools or software you’ve used in the past that relate to preparing financial reports for high-net-worth clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and high-net-worth financial planning. Be ready to discuss specific strategies you've used in the past and how they benefited clients.
✨Showcase Your Experience
With a minimum of 3 years' experience required, be prepared to share detailed examples from your previous roles. Highlight your achievements and how they align with the responsibilities of the Senior Paraplanner position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Demonstrate Team Spirit
Since this role is in a supportive environment, emphasise your ability to work collaboratively. Share examples of how you've contributed to team success in previous positions, especially in high-pressure situations.
