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For Companies At a Glance
- Tasks: Support advisers with technical expertise and produce detailed reports for high-net-worth clients.
- Company: Established Wealth Management firm focused on client growth and support.
- Benefits: Excellent salary, study support, defined career path, and great pension scheme.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in paraplanning and familiarity with major software systems.
- Other info: Opportunity for professional development and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic Planner etc.. but training will be provided as required.
Package
- Excellent salary, study support, defined career path, excellent benefits and pension,
The company
- A leading Wealth Management practice who are acquiring retiring client portfolios.
The Role
- Working with an Adviser whose firm has been acquired by the practice and providing them with technical support.
- Providing full paraplanning support.
- Undertaking research and production of reports
- Dealing with client queries as required
- Attending team meetings as required, in face or remote.
- Other duties as required.
The candidate
- Experienced in paraplanning and technical support.
- Ideally CII Dip or close to.
- Experience of all major software packages and range of platforms/providers.
Next steps
- Apply with a CV to below email for confidential discussion and review of opportunity and process
Paraplanner employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. Let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Brush up on your technical skills! Familiarise yourself with major systems like IO and Dynamic Planner. Even if you’re not an expert yet, showing that you’re proactive about learning can really impress potential employers.
✨Tip Number 3
Prepare for interviews by practising common paraplanning scenarios. Think about how you would handle client queries or produce reports. This will help you feel more confident and ready to showcase your expertise when it counts.
✨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 keen to join our team directly!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and technical support. We want to see how your skills align with the needs of our Wealth Management firm, so don’t be shy about showcasing your expertise with major systems like IO and Dynamic Planner.
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 team. Share your passion for working with HNW and UHNW clients and how you can contribute to our growth after the recent acquisition.
Showcase Your Technical Skills: Since we’re looking for someone experienced with various software packages, make sure to list all relevant tools you’ve used. If you have any certifications like CII Dip, mention them! We love seeing candidates who are proactive about their professional development.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you into our system quickly. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of paraplanning and the specific software mentioned in the job description, like IO and Dynamic Planner. Familiarity with these systems will show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare to discuss your previous experience in paraplanning and how it relates to working with HNW and UHNW clients. Be ready to share specific examples of how you've provided technical support and dealt with client queries in the past.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm’s approach to wealth management and how they integrate new team members. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
✨Be Yourself
While it's important to be professional, let your personality shine through. The firm is looking for someone who can fit into their team culture, so being authentic can help you stand out as a candidate.
