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- Tasks: Support Directors in wealth planning and manage complex client cases.
- Company: Boutique wealth planning firm with a strong reputation and long-standing client relationships.
- Benefits: £50k salary, bonuses, 25 days leave, pension, and death in service benefits.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 3+ years in wealth management paraplanning and strong technical knowledge required.
- Other info: Full training provided; ideal for those pursuing Chartered status.
The predicted salary is between 50000 - 50000 £ per year.
Work on a 1-2-1 basis with Director/Adviser Offices in Woking (Surrey) with a £50k basic salary plus bonuses and benefits, including 25 days annual leave, pension, and death in service.
My client is a boutique wealth planning firm with offices in Woking that offers financial advice to HNW retirees, accumulators, local families, and SME owners based across Hampshire, Surrey, and Sussex. They manage the affairs of clients with assets ranging from basic cases of £100k up to multiple millions to invest. They provide advice on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
The Directors are creating a brand-new role for a Senior Paraplanner to work on a 1-2-1 basis with a Director/Adviser. You will be responsible for conducting end-to-end technical paraplanning on complex cases for existing clients and any new business the Director writes. You will attend some client meetings, compile suitability letters, and prepare pre-meeting documentation, assisting the Director with all his affairs.
This role is suitable for a candidate with at least 3 years of wealth management paraplanning experience, but team fit will be crucial. Full training will be provided, along with an induction to get you up and running. Strong technical knowledge of pensions, investments, tax planning, and esoteric schemes will be crucial. You will ideally be working towards your Chartered status.
Paraplanner in Woking employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Woking
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who might know someone at the firm. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and tax planning. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Woking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical knowledge in pensions, investments, and tax planning, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our boutique wealth planning firm. Mention your experience with HNW clients and how you can contribute to our longstanding relationships.
Showcase Your Team Fit: We value team fit just as much as technical skills. In your application, share examples of how you've successfully collaborated with others in previous roles. We want to see that you can work closely with our Directors and Advisers.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and tax planning. The role requires a solid understanding of complex cases, so be prepared to discuss specific scenarios and how you would approach them.
✨Showcase Your Experience
With at least 3 years of wealth management paraplanning experience required, highlight your past roles and responsibilities. Be ready to share examples of how you've successfully managed client affairs and contributed to team success.
✨Be Personable
Since this role involves working closely with a Director/Adviser, demonstrate your ability to build relationships. Show that you can communicate effectively and are a good fit for the team culture. A friendly attitude goes a long way!
✨Prepare Questions
Have a few thoughtful questions ready about the firm and the role. This shows your genuine interest and helps you assess if it's the right fit for you. Ask about their approach to client relationships or how they support professional development towards Chartered status.