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- Tasks: Join our team as a Paraplanner, preparing reports and conducting market research.
- Company: Be part of a leading national IFA practice known for its excellence.
- Benefits: Enjoy a competitive salary of £40k-£50k and executive benefits, with remote work options.
- Why this job: Work collaboratively in a supportive environment while making a real impact for clients.
- Qualifications: Dip Level 4 preferred; experience with HNW and UHNW clients is essential.
- Other info: Contact us for a confidential discussion about this exciting opportunity.
The predicted salary is between 32000 - 48000 £ per year.
A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team. They are based in Birmingham but are looking for home-based paraplanners. With over 30 Advisers throughout the UK, they have a dedicated technical team that supports advisers on a workflow basis.
Package
You will receive an excellent salary (£40k- £50k), executive benefits and earnings.
The company
A national IFA firm.
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
- Ideally Dip Level 4
- 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.
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Birmingham)
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and investment strategies. This will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as paraplanners or advisers. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your report writing skills, as this is a key part of the role. Consider creating sample reports based on hypothetical client scenarios to showcase your ability during discussions.
✨Tip Number 4
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share specific examples of how you've successfully supported advisers or managed complex client needs.
We think you need these skills to ace Paraplanner (Birmingham)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Emphasise any qualifications like Dip Level 4 that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the paraplanner role. Mention your experience in preparing reports and conducting market research, and express your enthusiasm for joining a national IFA practice.
Showcase Technical Skills: In your application, highlight your proficiency in cash flow modelling and lifestyle planning. Provide examples of how you've used these skills in previous roles to support advisers and clients.
Research the Company: Familiarise yourself with the company's values and recent developments in the financial advisory sector. This knowledge will help you tailor your application and demonstrate your genuine interest in the position.
How to prepare for a job interview at Ferguson Dean
✨Know Your Technical Stuff
As a paraplanner, you'll need to demonstrate your understanding of financial products and market research. Brush up on your knowledge of cash flow modelling and lifestyle planning, as well as any recent changes in the financial landscape.
✨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 clients, especially HNW and UHNW individuals.
✨Emphasise Team Collaboration
This role involves working closely with advisers and other team members. Be prepared to share examples of how you've successfully collaborated in previous roles, highlighting your communication skills and ability to work in a team environment.
✨Stay Updated on Market Trends
Demonstrating your awareness of current market positions and global situations can set you apart. Research recent trends in the financial industry and be ready to discuss how they might impact clients and your work as a paraplanner.