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- Tasks: Build bespoke financial plans and attend client meetings to deliver tailored advice.
- Company: Respected Chartered Wealth Management firm with a focus on HNW and UHNW clients.
- Benefits: Market-leading salary, equity options, and a competitive benefits package.
- Why this job: Gain client-facing experience and a clear path to becoming an Adviser with equity ownership.
- Qualifications: Chartered Paraplanner qualification and strong technical expertise in financial planning.
- Other info: Collaborative team environment with excellent mentorship and career progression opportunities.
The predicted salary is between 60000 - 75000 £ per year.
London (City) Salary up to £75k + benefits including equity (DOE)
Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations, with solid introductory relationships. They provide a truly holistic approach with their clients, covering the intergenerational transfer of assets and working with third party professionals, including Solicitors, Trustees and Accountants.
THE ROLE:
They are seeking an experienced Chartered Paraplanner who thrives on the technical aspects of the role and enjoys being client-facing. This is not a back-office role; you will be at the heart of the client relationship, attending client meetings, working closely with the Founding Partner and assisting in the design and delivery of highly tailored and complex financial strategies.
Duties will include (but not be limited to):
- Building complex, bespoke financial plans
- Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning
- Attending client meetings and contributing directly to advice delivery
- Drafting complex reports and cash flow models
- Supporting clients with a first-class service alongside the Adviser and wider Administrator Team
WHY THIS OPPORTUNITY?
This opportunity provides a career-defining move for a Senior, technically skilled Paraplanner who wants more than just technical work. The future opportunity is to work closely with the Founding Partner to enable them to fully hand over their client bank to you, to allow them to focus more on the management and future direction of the business. At this point you will get equity in the business.
In summary:
- Client-facing exposure from day one
- Working closely with HNW and UHNW clients
- The chance to shape processes and technical standards within the firm
- A clear pathway to becoming an Adviser
- Ownership of the Partners clients
- The opportunity to own equity in the business as part of your long-term career progression
ABOUT YOU:
- Chartered Paraplanner qualification essential
- Strong technical expertise in pensions, investments, trusts, estate planning, and IHT planning
- Analytical, detail-oriented, and ambitious
- Enjoy working closely with clients and building lasting relationships
- Looking for a role that combines technical excellence with future client ownership
WHAT’S ON OFFER:
- Market leading salary (demonstrating level of this opportunity), competitive benefits package and equity
- Direct mentorship from the founding Partner
- Exposure to complex, high-value client cases
- A supportive, collaborative team environment
- Excellent on the job mentoring and training
- Long-term career progression
CV to jim.m@financialdivisions.co.uk
Chartered Senior Paraplanner (Client facing and route to Adviser) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Senior Paraplanner (Client facing and route to Adviser)
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! Be ready to talk about your experience and how it aligns with the role of a Chartered Senior Paraplanner. Make sure you can clearly explain why you're the perfect fit for the job.
✨Tip Number 3
Showcase your expertise! Prepare to discuss complex financial strategies and demonstrate your technical knowledge during interviews. This is your chance to shine and prove you’re not just about the numbers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly shows your enthusiasm for the role. Let’s get you that job!
We think you need these skills to ace Chartered Senior Paraplanner (Client facing and route to Adviser)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Chartered Senior Paraplanner role. Highlight your technical expertise in pensions, investments, and estate planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client-facing roles and how you can contribute to our holistic approach. Let us know why you're excited about this opportunity!
Showcase Your Client Relationship Skills: Since this role is all about building lasting relationships, give us examples of how you've successfully managed client interactions in the past. We want to see your people skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Technical Stuff
As a Chartered Senior Paraplanner, you need to be on top of your game with pensions, investments, trusts, and estate planning. Brush up on the latest regulations and strategies in these areas so you can confidently discuss them during the interview.
✨Showcase Your Client-Facing Skills
This role is all about building relationships with HNW and UHNW clients. Prepare examples from your past experiences where you've successfully managed client interactions, highlighting your communication skills and ability to deliver tailored financial advice.
✨Understand the Company Culture
Research the firm’s approach to wealth management and their client base. Be ready to discuss how your values align with theirs and how you can contribute to their holistic approach to client service.
✨Prepare for Complex Scenarios
Expect to tackle some complex financial scenarios during the interview. Practice drafting reports or cash flow models based on hypothetical situations, as this will demonstrate your analytical skills and readiness for the technical demands of the role.
