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For Companies At a Glance
- Tasks: Support high-net-worth clients and assist advisers with technical research and report production.
- Company: Join a leading finance firm focused on client success and teamwork.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in paraplanning, CII Dip preferred, and familiarity with major software.
- Other info: Dynamic team environment with potential for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
About the Role
Working with clients in the HNW and UHNW space, providing full support to your Adviser. Providing full technical 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.
Responsibilities
- Experienced in paraplanning and technical support.
- CII Dip, ideally working towards Chartered.
- Experience of all major software packages and range of platforms/providers.
Qualifications
Apply with a CV to below email for confidential discussion and review of opportunity and process.
Seniority level: Associate
Employment type: Full-time
Job function: Finance
Location: Wilmslow, England, United Kingdom
Paraplanner- Client Facing employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner- Client Facing
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work with HNW and UHNW clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or attend industry events, don’t be shy about discussing your paraplanning experience and technical support expertise. Let them know how you can add value to their team.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of major software packages and platforms. Be ready to discuss how you've used these tools in your previous roles to support advisers and clients effectively.
✨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 and engaged in the process.
We think you need these skills to ace Paraplanner- Client Facing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in paraplanning and technical support, and don’t forget to mention any relevant qualifications like the CII Dip.
Showcase Your Skills: We want to see your skills in action! Include specific examples of how you've used major software packages and dealt with client queries in your previous roles. This will help us understand your expertise.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so avoid jargon and get straight to the point about why you’re a great fit for the role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and technical support skills. Familiarise yourself with the major software packages and platforms mentioned in the job description. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Client-Focused Mindset
Since this role is client-facing, think about how you can demonstrate your ability to handle HNW and UHNW clients. Prepare examples of how you've successfully dealt with client queries in the past, showcasing your communication skills and empathy.
✨Research and Report Writing
As part of your preparation, practice producing reports and conducting research. Bring along a sample report if possible, or be ready to discuss your approach to research. This will highlight your technical support capabilities and attention to detail.
✨Engage in Team Dynamics
Be prepared to talk about your experience in team settings, whether face-to-face or remote. Share examples of how you've contributed to team meetings and collaborated with colleagues. This will show that you’re not just a lone wolf but a team player who can thrive in a collaborative environment.
