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- Tasks: Support Advisers by preparing reports and conducting market research for high-net-worth clients.
- Company: Join a leading national financial planning practice with strong industry recognition.
- Benefits: Enjoy a competitive salary, executive benefits, and opportunities for earnings growth.
- Why this job: Make a real impact in financial planning while working with high-net-worth clients.
- Qualifications: Experience with HNW clients and strong report writing skills are essential.
- Other info: Collaborative team environment with opportunities for professional development.
The predicted salary is between 30000 - 45000 £ per year.
An instantly recognisable name in the Financial Planning sector is looking to recruit an additional paraplanner to join their team. Being part of a wider group, they have major financial support and, after buying out another firm in the region, they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are independent.
Package
You will receive an excellent salary (£35k- £45k), executive benefits, and earnings.
The company
A leading national practice.
Role
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Attending client meetings as required
The candidate
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
Next steps
Contact via email below for a 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 financial planning sector and 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
Prepare for interviews by brushing up on your knowledge of HNW and UHNW clients. Be ready to discuss your experience with report writing and market research, as these are key skills they'll be looking for. Practice common interview questions to boost your confidence!
✨Tip Number 3
Showcase your collaborative spirit! During interviews, highlight examples of how you've worked effectively in teams. This is crucial in a role where you'll be supporting advisers and collaborating with colleagues.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team in the financial planning world.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your experience with HNW and UHNW clients, and don’t forget to mention any relevant skills like report writing and market research.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for financial planning and how you can support the Adviser effectively.
Showcase Your Research Skills: Since the role involves undertaking whole of the market research, be sure to include examples of your research skills in your application. This could be through previous roles or projects you've worked on.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to 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 financial planning, especially when it comes to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Familiarise yourself with the latest market trends and global financial situations, as these are likely to come up in conversation.
✨Showcase Your Report Writing Skills
Since report preparation is a key part of the role, be ready to discuss your experience in writing reports. Bring examples if possible, and be prepared to explain how you tailor your writing for different audiences, whether using standard paragraphs or free text.
✨Collaborative Spirit
This role involves working closely with advisers and other team members. Be prepared to share examples of how you've successfully collaborated in the past. Highlight your ability to work in a team and support others in achieving common goals.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its approach to client management. This shows your genuine interest in the role and helps you assess if the company is the right fit for you. Think about asking how they handle client relationships or what tools they use for cash flow modelling.