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For Companies At a Glance
- Tasks: Join our team to manage client meetings and prepare financial analyses.
- Company: We're a dynamic Financial Planning firm in Chester, serving High Net Worth clients.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a supportive team that values client relationships and personal development.
- Qualifications: Experience as a paraplanner is essential; Level 4 qualification preferred.
- Other info: Work closely with advisors and enhance your financial planning skills.
The predicted salary is between 36000 - 60000 £ per year.
Fram is excited to partner with a Financial Planning firm based in Chester. Our client works with High Net Worth (HNW) individuals, and they are looking for an experience Paraplanner / Client Manager to join their Advisor Support team. This opportunity has arisen due to growth and movement within the current team and all PP/CM work directly with one/two advisors.
The responsibility of the Client Manager to take ownership and control of the client review meeting process, preparing client suitability and cash flow reports, research, and analysis of financial products to meet client requirements and managing the presentation of technical data to the Adviser. Client Manager and Administration support must work together as a strong team, aiding clients irrespective of whether or not the Financial Adviser is available.
Key Responsibilities:
- Preparing for client meetings
- Preparing and compiling financial analysis data
- Analysing client data and preparing cash flow analyses
- Researching products to support recommendations
- Compiling financial planning recommendations and suitability reports
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording, and monitoring client reviews on behalf of the Adviser(s)
- Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
- Act as main point of contact and deal effectively with queries from clients through effective communication, ensuring a high-quality client experience at all times
- Establish and build strong relationships with clients and attend client meetings with adviser if required
- Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo
An ideal candidate with have a number of years\’ experience as a paraplanner preferably level 4 or working towards the qualification, and will have a strong technical knowledge of advice and a working knowledge of platforms and IO system.
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Paraplanner/ Client Manager employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/ Client Manager
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with High Net Worth clients. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the specific needs of this client demographic.
✨Tip Number 2
Familiarise yourself with the latest financial products and compliance regulations that are relevant to HNW individuals. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 3
Practice your communication skills, as effective client interaction is crucial for this role. Consider role-playing scenarios with friends or mentors to refine your ability to explain complex financial concepts clearly and concisely.
✨Tip Number 4
Research the specific financial planning firm you’re applying to. Understand their values, client base, and any unique services they offer. Tailoring your approach to align with their mission can set you apart from other candidates.
We think you need these skills to ace Paraplanner/ Client Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner/Client Manager. Familiarise yourself with the key tasks such as preparing client meetings, compiling financial analysis data, and ensuring compliance standards are met.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and client management. Emphasise any previous roles where you prepared suitability reports, conducted financial analyses, or liaised with clients and product providers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build strong client relationships. Mention specific experiences that demonstrate your technical knowledge and how you can contribute to the team.
Highlight Qualifications: If you have a Level 4 qualification or are working towards it, make sure to mention this prominently in your application. Also, include any relevant training or certifications that showcase your expertise in financial products and compliance.
How to prepare for a job interview at Fram Executive Search Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to high net worth individuals. Be prepared to discuss how these products can meet client needs and how you would research and analyse them effectively.
✨Demonstrate Client Management Skills
Showcase your experience in managing client relationships. Be ready to provide examples of how you've successfully handled client queries and ensured a high-quality client experience, especially when the adviser is unavailable.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and understanding of compliance standards. Brush up on regulatory requirements and be prepared to explain how you ensure compliance in your work.
✨Highlight Team Collaboration
Emphasise your ability to work as part of a team, particularly with advisers and administration support. Share examples of how you've collaborated effectively to achieve client goals and improve processes.