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- Tasks: Join our team as a paraplanner, assisting with client reviews and report preparation.
- Company: We're a dynamic IFA practice in Cheshire, backed by a leading national group.
- Benefits: Enjoy a competitive salary, executive perks, and full study support for your qualifications.
- Why this job: This role offers hands-on experience with high-net-worth clients and excellent career growth opportunities.
- Qualifications: Ideal candidates are working towards or hold Dip or Chartered status and have experience with HNW clients.
- Other info: Be part of a collaborative team and attend client meetings to enhance your skills.
The predicted salary is between 28000 - 42000 £ per year.
Overview
A three Adviser IFA practice in Cheshire is looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a minimum portfolio size of £500k, with many requiring more complex financial planning advice. You will also be the first point of contact as well as providing technical assistance when required.
Package
- Salary £35k–£40k, executive benefits, study support and unrivalled internal prospects.
The company
- A regional IFA practice in Cheshire.
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
- Working with external DFMs as required
- Attending client meetings as required
Candidate
- Working towards Dip, but ideally Dip or Chartered status
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research
Next steps
- Contact via email below for confidential discussion and review of opportunity and process
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
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Paraplanner-Manchester employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner-Manchester
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend local finance events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and market trends, particularly those affecting high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 3
Consider reaching out to current paraplanners or financial advisers for informational interviews. They can share their experiences and offer advice on what skills and attributes are most valued in this role, giving you an edge in your application.
✨Tip Number 4
Prepare to discuss specific examples of your experience with complex financial planning during interviews. Highlight any relevant projects or case studies where you've successfully assisted clients, as this will showcase your ability to handle the responsibilities of the paraplanner role.
We think you need these skills to ace Paraplanner-Manchester
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a paraplanner. Familiarise yourself with the tasks mentioned in the job description, such as preparing reports and conducting market research.
Tailor Your CV: Highlight your relevant experience, especially if you've worked with high-net-worth clients or have experience in financial planning. Make sure to include any qualifications you are working towards, like the Diploma or Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to explain why you are interested in this specific role and how your skills align with the company's needs. Mention your enthusiasm for the study support offered and your commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the finance industry.
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of financial planning concepts, especially those relevant to high-net-worth clients. Brush up on topics like cash flow modelling and lifestyle planning, as these will likely come up during the interview.
✨Showcase Your Report Writing Skills
Since report preparation is a key part of the role, be prepared to discuss your experience in writing reports. Bring examples if possible, and highlight your ability to tailor content for different audiences.
✨Demonstrate Team Collaboration
This role involves working closely with other advisers and external partners. Be ready to share examples of how you've successfully collaborated in previous roles, emphasising your communication skills and teamwork.
✨Stay Updated on Market Trends
The company values candidates who keep abreast of market positions and global situations. Research current trends in the financial sector and be prepared to discuss how they might impact client portfolios during your interview.