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- Tasks: Conduct client reviews, prepare reports, and perform market research for UHNW clients.
- Company: Leading national accountancy firm with a strong financial planning team.
- Benefits: Competitive salary, hybrid working model, and collaborative work environment.
- Why this job: Join a dynamic team and make a difference in the lives of high-net-worth clients.
- Qualifications: Experience with UHNW clients and ideally possess Dip Level 4.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 35000 - 42000 £ per year.
A leading national accountancy firm in Northampton seeks a paraplanner to join their financial planning team. The role involves client reviews, report preparation, and market research.
Ideal candidates will have experience with high-net-worth clients and ideally possess Dip Level 4. This position offers a competitive salary (£35k-£42k) and a hybrid working model. The firm emphasizes collaboration within their established financial planning division.
Wealth Paraplanner for UHNW Clients (Hybrid) in Northampton employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner for UHNW Clients (Hybrid) in Northampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with UHNW clients. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of market trends and client management strategies. We want you to shine when discussing how you can add value to their financial planning team!
✨Tip Number 3
Showcase your experience with high-net-worth clients during interviews. Share specific examples of how you've helped clients achieve their financial goals – this will set you apart from the competition!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Paraplanner for UHNW Clients (Hybrid) in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and any relevant qualifications like Dip Level 4. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Research Skills: Since the role involves market research, mention any specific tools or methods you’ve used in the past. We love candidates who can demonstrate their analytical skills and knowledge of the financial landscape.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially when it comes to high-net-worth clients. Familiarise yourself with the latest market trends and be ready to discuss how you can add value to their financial strategies.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience with client reviews and report preparation. This will demonstrate your capability and give the interviewers confidence in your skills.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and the role. Inquire about their approach to collaboration within the financial planning division or how they support ongoing professional development for their paraplanners.
✨Dress the Part
Even if the role is hybrid, make sure to dress professionally for the interview. First impressions matter, and looking polished will help convey your seriousness about the position and respect for the firm's culture.
