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For Companies At a Glance
- Tasks: Prepare reports, liaise with providers, and support financial advisers.
- Company: Join a respected wealth management firm during an exciting growth phase.
- Benefits: Enjoy career development, study support, and a competitive package.
- Why this job: Make your mark in a dynamic environment and contribute to team growth.
- Qualifications: Experience in IFA or investment management; chartered exams progress preferred.
- Other info: Opportunity for managerial oversight and a collaborative team culture.
The predicted salary is between 43200 - 72000 £ per year.
My client is a highly respected large wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during an evolving time in their history due to an acquisition.
The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
Along with this if you wish the role can be tailored to have oversight of the team and act as a manager to assist in their ongoing growth.
To be consider you must be experienced within an IFA or investment manager. Either having completed your chartered exams or have made significant progress towards. Your background will include both Pensions and Investments with excellent report writing skills. Defined benefit experience would be a plus. Experience of using research tools and cash flow modelling would be advantageous.
Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm – all of which would be warmly received by the firm.
In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner, Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current employees at firms like ours. This can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends in pensions and investments. Familiarise yourself with recent changes in regulations and market conditions, as this knowledge will be crucial during interviews and discussions with potential employers.
✨Tip Number 3
Prepare to discuss your experience with report writing and technical support in detail. Be ready to provide examples of how you've successfully contributed to paraplanning and research in previous roles, as this will demonstrate your capability for the position.
✨Tip Number 4
Showcase your leadership skills if you're interested in the managerial aspect of the role. Think of instances where you've led a team or project, and be prepared to discuss how you can contribute to the growth of our team at StudySmarter.
We think you need these skills to ace Senior Paraplanner, Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and management. Emphasise your skills in preparing suitability reports, liaising with product providers, and conducting market research, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the firm. Mention your relevant qualifications, such as progress towards chartered exams, and how your background in pensions and investments aligns with their needs.
Highlight Relevant Experience: In your application, focus on specific examples from your past roles that demonstrate your ability to provide technical support, conduct due diligence reviews, and manage a team. This will show that you can add value to their evolving firm.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the wealth management industry.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your expertise in pensions and investments. Be prepared to discuss your experience with suitability reports and market research, as well as any specific tools you've used for cash flow modelling.
✨Emphasise Your Management Skills
If you're interested in the managerial aspect of the role, highlight your leadership experience. Discuss how you've supported team growth in previous positions and share examples of how you've successfully managed projects or teams.
✨Prepare for Client-Facing Scenarios
Since the role involves client interaction, be ready to discuss how you handle client relationships. Prepare examples of how you've effectively communicated complex financial information to clients in the past.
✨Demonstrate Flexibility and Enthusiasm
The firm values committed and enthusiastic individuals. During the interview, express your willingness to adapt and bring new ideas to the table. Share instances where you've embraced change or contributed innovative solutions in your previous roles.
