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For Companies At a Glance
- Tasks: Support financial advisors and manage client relationships with HNW individuals.
- Company: Join a dynamic financial planning firm based in Chester, focused on high net worth clients.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive team environment.
- Why this job: Be part of a growing team that values collaboration and makes a real impact on clients' lives.
- Qualifications: Experience as a Paraplanner or Client Manager is essential; strong communication skills are a must.
- Other info: This role offers direct interaction with advisors, enhancing your professional growth.
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 experienced 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 or two advisors.
Make your application after reading the following skill and qualification requirements for this position.
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 individuals. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the specific needs of HNW clients.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and trends that affect HNW clients. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and how you've successfully supported advisors in the past. Be ready to share specific examples that highlight your skills in communication, organisation, and problem-solving.
✨Tip Number 4
Research the financial planning firm you're applying to thoroughly. Understand their values, services, and the types of HNW clients they serve. Tailoring your conversation to align with their mission can make a strong impression during interviews.
We think you need these skills to ace Paraplanner/ Client Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner/Client Manager position. Understand the specific skills and qualifications required, especially those related to working with High Net Worth individuals.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and client management. Emphasise any previous roles where you supported advisors or worked directly with clients, particularly HNW individuals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the needs of HNW clients. Mention how your skills align with the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Fram Executive Search Limited
✨Understand the Financial Planning Landscape
Make sure you have a solid grasp of financial planning concepts, especially those relevant to High Net Worth individuals. Familiarise yourself with current market trends and regulations that may affect your potential clients.
✨Showcase Your Experience
Prepare to discuss your previous experience as a Paraplanner or Client Manager in detail. Highlight specific examples where you've successfully supported advisors and managed client relationships, demonstrating your ability to add value to their team.
✨Demonstrate Strong Communication Skills
As this role involves working closely with advisors and clients, it's crucial to exhibit excellent communication skills. Practice articulating complex financial concepts in a clear and concise manner, ensuring you can convey information effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and their expectations for the role. This shows your genuine interest in the position and helps you assess if the company culture aligns with your values.
