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- Tasks: Join us as a Paraplanner, handling technical research and client interactions.
- Company: We're a dynamic Wealth Management firm in North Kent, known for exceptional client service.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and comprehensive study support.
- Why this job: This role offers growth potential in a supportive environment focused on democratizing financial planning.
- Qualifications: Experience as a Paraplanner is preferred; diploma or Chartered exams are a plus.
- Other info: Fully office-based position with opportunities for career advancement.
The predicted salary is between 28000 - 42000 £ per year.
My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. With a solid reputation built over several years, they are committed to maintaining the highest standards of professionalism and ethics across all aspects of their operations. Their dedication to excellence has fuelled consistent year-on-year growth, leading to the recent expansion of their team.
My client prioritises personalised, professional, and reliable advice, ensuring exceptional service while upholding efficiency without compromising the human connection. Their overarching mission is to democratise financial planning, making it accessible to all individuals.
This role entails technical responsibilities such as Technical Research, Product Recommendation, Suitability Reports, client interaction, and Cash Flow Modelling.
Candidates with prior experience as a Paraplanner in a Private Client Wealth Management firm are preferred. We are seeking individuals who are looking to establish a career in the support aspect of Private Client Wealth Management, with potential for advancement and greater responsibilities as they enhance their skills. Possession of a diploma qualification or Chartered exams would be beneficial. The company provides an appealing bonus system, comprehensive study and exam support, and structured training initiatives.
To discuss this opportunity as a Paraplanner further please contact Joanna Clark.
Paraplanner - Advisor - £35,000 - Near Dartford - Fully Office Based - Discretionary bonus +... employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Advisor - £35,000 - Near Dartford - Fully Office Based - Discretionary bonus +...
✨Tip Number 1
Familiarize yourself with the latest trends in wealth management and financial planning. This will not only help you during the interview but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work as Paraplanners. Engaging with them can provide valuable insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of your previous experience in technical research, product recommendations, and client interactions. Highlighting your hands-on experience will set you apart from other candidates.
✨Tip Number 4
Show enthusiasm for the company's mission to democratise financial planning. Aligning your personal values with their goals can make a strong impression and demonstrate your fit for the team.
We think you need these skills to ace Paraplanner - Advisor - £35,000 - Near Dartford - Fully Office Based - Discretionary bonus +...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially in Private Client Wealth Management. Emphasize your technical skills such as Technical Research, Product Recommendation, and Cash Flow Modelling.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's mission to democratise financial planning. Mention how your values align with their commitment to exceptional client service and professionalism.
Highlight Relevant Qualifications: If you possess a diploma qualification or have completed Chartered exams, be sure to mention these in your application. This will demonstrate your commitment to professional development and enhance your candidacy.
Showcase Your Client Interaction Skills: Since the role involves client interaction, provide examples in your application of how you've successfully managed client relationships in the past. This will illustrate your ability to maintain the human connection while delivering efficient service.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of technical research, product recommendations, and suitability reports. Be prepared to discuss specific examples from your previous experience that highlight your expertise in these areas.
✨Emphasize Client Interaction Skills
Since the role involves client interaction, it's crucial to convey your ability to build relationships and provide exceptional service. Share anecdotes that illustrate how you've successfully managed client expectations and delivered personalized advice.
✨Highlight Your Commitment to Professionalism
The firm values professionalism and ethics highly. Make sure to express your dedication to maintaining high standards in your work and how you align with their mission to democratise financial planning.
✨Prepare for Questions on Career Development
The company is looking for candidates who are eager to grow within the Private Client Wealth Management sector. Be ready to discuss your career aspirations and how you see yourself advancing in this field, especially in relation to the structured training initiatives they offer.
