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- Tasks: Support HNW clients with financial advice and report writing in a dynamic team.
- Company: Boutique wealth management firm with a strong community focus.
- Benefits: Up to £45k salary, ongoing professional development, and supportive work environment.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: Studying towards level 4 diploma; experience with financial products is a plus.
- Other info: Great opportunities for career growth and personal development.
The predicted salary is between 45000 - 45000 £ per year.
A boutique wealth management firm is seeking a Paraplanner/Technical Specialist to work with HNW and UHNW clients in their Leatherhead offices (Surrey). The role offers a basic salary of up to £45k plus benefits.
The firm is a Chartered independent wealth planning company that provides whole of market financial advice to HNW retirees, accumulators, local families, and SME owners across Surrey, Sussex, Kent, and London. They manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested, offering advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning, and protections.
The business prioritises exceptional customer satisfaction, resulting in a high retention rate, and is actively engaged in the local community. The support team consists of experienced Administrators and Paraplanners who are encouraged to progress and develop through ongoing CPD and industry exams. Dedicated Operations professionals ensure smooth business functioning.
The CEO is creating a new role for a Technical Specialist/Paraplanner who is pragmatic, organised, and willing to contribute within the office environment. This role will be part of the client services team, responsible for end-to-end report writing on various financial products, managing existing client accounts, acting as a point of contact for providers and clients, and assisting with the compilation of appropriate advice.
Applicants should be actively studying towards their level 4 diploma, either via CII, CISI, or LIBF, and be keen to enhance their technical knowledge through ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous.
If this role sounds of interest or if you would like to learn about other opportunities, please get in touch.
Paraplanner in Leatherhead employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leatherhead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend local events, join relevant groups on LinkedIn, and don’t be shy to reach out to professionals for a chat. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or clients, make sure to highlight your technical knowledge and experience. Bring along examples of your report writing or any projects you've worked on that demonstrate your expertise in financial products.
✨Tip Number 3
Be proactive! If you see a role that interests you, don’t wait for the perfect moment. Apply through our website and follow up with a friendly email expressing your enthusiasm. A little initiative can go a long way in making you stand out from the crowd.
✨Tip Number 4
Keep learning! Stay updated on industry trends and continue your professional development. Whether it’s through CPD courses or studying for your level 4 diploma, showing that you’re committed to growing your knowledge will impress potential employers and set you apart.
We think you need these skills to ace Paraplanner in Leatherhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight any relevant qualifications, especially if you're working towards your level 4 diploma, and showcase your experience with HNW clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your background makes you a great fit for the team. Don’t forget to mention your eagerness to learn and grow within the firm.
Showcase Your Technical Skills: If you have experience with tools like Intelligent Office or Voyant, make sure to mention it! This will show us that you’re ready to hit the ground running and can contribute to our client services team from day one.
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 regarding your application status!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services, especially those relevant to HNW and UHNW clients. Familiarise yourself with the specifics of pensions, investments, tax planning, and cashflow modelling, as these will likely come up during the interview.
✨Show Your Passion for Client Satisfaction
This firm values exceptional customer satisfaction, so be prepared to discuss how you've gone above and beyond for clients in the past. Share specific examples that highlight your commitment to client care and how you can contribute to their high retention rates.
✨Demonstrate Your Team Spirit
Since the role involves working closely with a team, emphasise your ability to collaborate and support your colleagues. Talk about times when you've worked effectively in a team environment and how you can 'muck in' to help achieve common goals.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to ask about their approach to ongoing CPD or how they support their paraplanners in professional development.