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- Tasks: Provide technical support and manage client queries for high-net-worth clients.
- Company: Leading regional financial planning practice expanding in Wilmslow.
- Benefits: Opportunity to work towards a Chartered qualification and gain valuable experience.
- Why this job: Kickstart your career in finance with a focus on high-net-worth clients.
- Qualifications: Experience in paraplanning and familiarity with major software packages.
- Other info: Great foundation for future advisory roles in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading regional financial planning practice is expanding their team in Wilmslow. They seek a Paraplanner to provide technical support and manage client queries, primarily for high-net-worth clients.
The successful candidate will have experience in paraplanning and familiarity with major software packages, along with the ambition to work towards a Chartered qualification. This role will not involve direct client advising but will provide a foundation for future advisory roles.
HNW Paraplanner: Technical Reports & Client Support in Wilmslow employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Paraplanner: Technical Reports & Client Support in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with high-net-worth clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Brush up on your technical skills! Make sure you're comfortable with the major software packages used in paraplanning. We all know that being tech-savvy can set you apart from the competition.
✨Tip Number 3
Prepare for interviews by practising common paraplanning scenarios. Think about how you’d handle client queries and technical reports. We want you to feel confident and ready to impress!
✨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 about their job search.
We think you need these skills to ace HNW Paraplanner: Technical Reports & Client Support in Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and familiarity with software packages. We want to see how your skills align with the needs of high-net-worth clients, so don’t hold back on showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you plan to work towards that Chartered qualification. Let us know what excites you about this role and our team.
Showcase Your Technical Skills: Since this role involves technical reports, make sure to mention any specific software you’ve used in the past. We love seeing candidates who are tech-savvy and can hit the ground running, so highlight those skills!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ferguson Dean
✨Know Your Technical Stuff
Make sure you brush up on your paraplanning knowledge and the technical aspects of financial planning. Be ready to discuss specific software packages you've used and how they’ve helped you in previous roles. This will show that you’re not just familiar with the tools, but you know how to leverage them effectively.
✨Understand High-Net-Worth Client Needs
Since this role focuses on high-net-worth clients, it’s crucial to understand their unique needs and concerns. Research common financial strategies for this demographic and be prepared to discuss how you would approach client queries related to these topics.
✨Show Your Ambition
The job description mentions a desire for candidates working towards a Chartered qualification. Share your plans for professional development and how you intend to achieve this goal. This demonstrates your commitment to growth and aligns with the company’s values.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions about the company culture, team dynamics, and future opportunities within the firm. This shows that you’re genuinely interested in the role and helps you assess if it’s the right fit for you.
