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- Tasks: Support advisers with bespoke reports, cash flow modelling, and client reviews.
- Company: Join a respected boutique Chartered Independent firm in Central London.
- Benefits: Enjoy a competitive salary, hybrid work options, and potential bonuses.
- Why this job: Shape processes, mentor juniors, and tackle complex financial cases in a collaborative environment.
- Qualifications: Minimum 5 years paraplanning experience and Level 4 diploma in Financial Planning required.
- Other info: Long-term career growth towards management or advisory roles available.
The predicted salary is between 42000 - 98000 £ per year.
An outstanding opportunity in a highly respected boutique Chartered Independent firm with a longstanding client base of private clients and their families.
You would be providing full paraplanning support to three/four advisers with a growing book of clients, with a focus on efficiency, professionalism, quality, and accuracy. Main responsibilities will include:
- Bespoke Suitability Reports for UHNW cases
- Cash Flow Modelling
- Undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile
- Preparation of annual reviews with clients
You must be technically competent across various products such as pensions, investments, IHT, and protection. You will have the opportunity to be involved in ad-hoc projects, implementing and improving processes and playing a key part in shaping the processes.
The ideal candidate will have a minimum of 5 years paraplanning experience, excellent attention to detail and great communication skills. You will be asked to mentor more junior members in the team and work on complex and technical paraplanning cases, so you must enjoy a challenge and work in a collaborative manner.
Essentially, you must possess at least three years in a similar role, hold the level 4 diploma in regulated Financial Planning and ideally be close to or hold chartered status. Your experience must be gained in the independent sector and you will possess good technical financial and personal tax knowledge and experience of complex report writing and conducting whole-of-market product research.
This represents an ideal opportunity for a highly talented technical Paraplanning expert to join a superb employer and forge a long-term career in the business.
Senior Paraplanner (Client Facing) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Client Facing)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in paraplanning or advisory roles. Attend industry events or join relevant online forums 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 financial planning and paraplanning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that involves complex financial products.
✨Tip Number 3
Prepare to discuss specific examples of your past paraplanning experiences during the interview. Highlight your technical competencies, particularly in areas like cash flow modelling and suitability reports, as these are key aspects of the role.
✨Tip Number 4
Showcase your mentoring skills by preparing to discuss how you've supported junior team members in the past. This will illustrate your collaborative nature and readiness to contribute to the team's growth at StudySmarter.
We think you need these skills to ace Senior Paraplanner (Client Facing)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, especially your technical competence across pensions, investments, IHT, and protection. Emphasise your attention to detail and communication skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss your experience with bespoke Suitability Reports, Cash Flow Modelling, and your ability to mentor junior team members. Show enthusiasm for the opportunity to shape processes within the firm.
Highlight Relevant Qualifications: Clearly state your qualifications, including the level 4 diploma in regulated Financial Planning and any progress towards chartered status. Mention your experience in the independent sector and your knowledge of complex report writing and market research.
Showcase Your Problem-Solving Skills: In your application, provide examples of how you've successfully tackled challenges in previous roles. This could include improving processes or handling complex paraplanning cases, demonstrating your ability to work collaboratively and efficiently.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, IHT, and protection products. Be prepared to discuss specific cases where you've applied this knowledge, as it will demonstrate your technical competence and suitability for the role.
✨Prepare for Client-Facing Scenarios
Since this role is client-facing, think about how you would handle various client interactions. Prepare examples of how you've communicated complex information clearly and effectively in the past, as well as how you've built relationships with clients.
✨Emphasise Your Attention to Detail
Given the importance of accuracy in paraplanning, be ready to discuss how you ensure precision in your work. You might want to share specific examples of reports or projects where your attention to detail made a significant difference.
✨Demonstrate Your Mentoring Skills
As you'll be mentoring junior team members, think about your previous experiences in guiding others. Be prepared to share how you've supported colleagues in their development and how you approach teamwork and collaboration.
