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- Tasks: Support a senior Financial Planner by creating high-quality financial plans and attending client meetings.
- Company: Join a reputable wealth management firm known for client loyalty and staff care.
- Benefits: Enjoy hybrid working, a comprehensive study package, bonuses, and a strong career path.
- Why this job: Develop your client-facing skills in a dynamic team while working towards Chartered Status.
- Qualifications: Must have at least 2 years of paraplanning experience and a Level 4 Diploma.
- Other info: Great mentoring opportunities and support for advanced studies included.
The predicted salary is between 42000 - 66000 £ per year.
SENIOR PARAPLANNER (Client facing opportunity) - St Albans area - To c £55k, very comprehensive study package including Bonus, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path.
Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staff.
Opportunity Highlights
- Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients
- Enjoy developing your technical paraplanning skills further
- Attend Client meetings and be part of the Advice process
- Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice
- Provide full analysis of a Client’s needs, researching solutions and writing compliant and suitable recommendations for all clients
- Full lifetime cashflow modelling to develop the client’s holistic financial plan, current cashflow modelling experience required
- Perfect structured career path with excellent mentoring
- A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential
- Study support provided to assist with Advanced papers to achieve your Chartered Status
If you are looking to join a dynamic and progressive team, send your CV to Sam Negbenebor on samn@financialdivisions.co.uk
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools used in paraplanning. Being proficient in these technologies can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare to discuss your client-facing experiences in detail during interviews. Highlight specific examples where you've successfully communicated complex financial concepts to clients, showcasing your interpersonal skills.
✨Tip Number 4
Research the company’s values and culture before your interview. Understanding their approach to client care and staff development will help you align your answers with what they are looking for in a candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially any client-facing roles. Emphasise your Level 4 Diploma and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to develop further in a client-facing role. Mention specific experiences that demonstrate your technical skills and ability to provide high-quality financial plans.
Highlight Relevant Experience: In your application, focus on your previous paraplanning roles, particularly those involving cashflow modelling and client interactions. Use examples to illustrate how you've successfully supported financial planners in the past.
Show Enthusiasm for Professional Development: Express your eagerness to take advantage of the study support offered for achieving Chartered Status. Mention any steps you’ve already taken towards this goal to show your commitment to professional growth.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client-Facing Skills
As a Senior Paraplanner, you'll be interacting with clients regularly. Be prepared to discuss your previous experiences in client meetings and how you've effectively communicated complex financial concepts to clients.
✨Demonstrate Technical Knowledge
Make sure you brush up on your technical paraplanning skills, especially around cashflow modelling and financial planning strategies. Be ready to discuss specific examples of how you've applied these skills in your past roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare for scenarios where you might need to analyse a client's needs and recommend suitable financial solutions. Think through your thought process and how you would approach these situations.
✨Express Your Career Aspirations
This role offers a clear career path and study support towards Chartered Status. Be open about your professional goals and how this position aligns with your aspirations. Showing ambition can set you apart from other candidates.
