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- Tasks: Join a dynamic team as a Chartered Paraplanner, working on high-value financial cases.
- Company: Be part of a reputable Chartered IFA firm in Central London, known for top-notch financial advice.
- Benefits: Enjoy hybrid working options and competitive bonuses alongside a generous salary.
- Why this job: Work directly with senior advisers on impactful financial solutions for high-net-worth clients.
- Qualifications: Must have experience in HNW paraplanning; Chartered status preferred but not mandatory.
- Other info: Full study support provided to help you excel in your career.
The predicted salary is between 58800 - 67200 £ per year.
Job Description
Chartered Paraplanner – £70k – £80k basic salary plus bonusesChartered IFA Firm – Central LondonHybrid working after probationWorking with a high billing adviserand report into the Board of Directors My client are a medium sized Chartered IFA based in Central London whom I have met and placed 10+ members of staff with. They have an excellent reputation providing the highest levels of financial advice to HNW & UHNW private individuals who are City professionals, retirees, accumulators and families across London and the South. The business has a full team of administrators and paraplanners as well as a dedicated Compliance team.Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning with £5m+ of investable assets.As a result of this ongoing success, a brand-new vacancy has been created by the CEO for a highly experienced Senior Paraplanner who will work with the top advisers and highest net worth cases. You will be working directly for one of the Senior Planners/Directors on all their technical cases which are a minimum £1m+. This role will be suitable for a Paraplanner who is ideally Chartered or at least very close to completion.
You must have a background with an independent financial planning business. You MUST have a well-rounded experience of HNW paraplanning and not be a pure report writer. This role is very technical and requires deep and extensive product knowledge. Full study support and training will be given where required but they need someone who can hit the ground running. You will actively involved in compiling the advice, coming up with solutions and implementing them.Salary: £70k – £80k (depending on experience) plus bonusesWorking with a high billing adviser/DirectorHybrid working after probationIf this role sounds of interest or any other roles I am working on please get in touch.
Chartered Paraplanner - £70k - £80k basic salary plus bonuses - Central London employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner - £70k - £80k basic salary plus bonuses - Central London
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in independent firms. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in HNW paraplanning. This will not only boost your confidence during discussions but also demonstrate your commitment to staying updated in a fast-paced environment.
✨Tip Number 3
Prepare to discuss specific cases where you've successfully implemented financial solutions for high net worth clients. Highlight your technical skills and ability to work collaboratively with advisers, as this is crucial for the role.
✨Tip Number 4
Research StudySmarter's values and mission to align your personal goals with theirs. Being able to articulate how you fit into their vision can set you apart from other candidates during the interview process.
We think you need these skills to ace Chartered Paraplanner - £70k - £80k basic salary plus bonuses - Central London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, especially with high net worth clients. Emphasise any relevant qualifications, such as being Chartered or close to completion, and detail your technical skills in areas like pensions, investments, and estate planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to work with high billing advisers and your understanding of complex financial products. Make it personal and engaging.
Highlight Relevant Experience: In your application, focus on your background with independent financial planning businesses. Provide examples of how you've successfully managed HNW cases and contributed to client solutions, showcasing your problem-solving skills and product knowledge.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Chartered Paraplanner, it's crucial to demonstrate your deep understanding of financial products and technical cases. Be prepared to discuss specific scenarios where you've successfully implemented solutions for high net worth clients.
✨Highlight Your Experience with HNW Clients
Make sure to emphasise your experience working with high net worth individuals. Share examples of how you've tailored financial advice to meet their unique needs, showcasing your ability to handle complex cases.
✨Prepare for Scenario-Based Questions
Expect the interviewers to ask scenario-based questions that assess your problem-solving skills. Practice articulating your thought process and the steps you would take to address various financial planning challenges.
✨Demonstrate Your Team Collaboration Skills
Since you'll be working closely with advisers and other paraplanners, it's important to convey your ability to collaborate effectively. Share examples of past experiences where teamwork led to successful outcomes in client management.