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- Tasks: Support the financial planning team by preparing client meetings and analysing detailed information.
- Company: Join an award-winning wealth management firm known for integrity and exceptional client service.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values expertise and offers impactful financial solutions to clients.
- Qualifications: Level 6 qualification with 3+ years in financial services, especially with high-net-worth clients.
- Other info: Opportunity to lead training and maintain expert knowledge in Paraplanning systems.
The predicted salary is between 36000 - 60000 £ per year.
Fram are working with an award-winning wealth management firm with offices in London. As an independent wealth manager, they can offer objective advice, always acting in their clients' best interests. Their team are experts in financial services, built on integrity and trust, ensuring that their clients receive the highest quality service possible.
The role is for a Technical Paraplanner who will play a pivotal role in supporting their successful Financial planning team. The focus will be on leveraging your specialist technical knowledge to ensure that the teams deliver exceptional holistic financial planning services to their High-Net-Worth clients with complex planning needs.
Some of the responsibilities:
- Preparing for and attending client meetings
- Note taking and follow up
- Gathering and analysing comprehensive, detailed information from clients
- Writing suitability letters
- Preparing lifetime cashflow models, occasionally presenting in client meetings
- Constructing financial plans to address clients’ lifetime objectives
- Carrying out regular reviews of clients’ financial plans, circumstances, and objectives
- Assisting with complex technical problems and client solutions
- Become the technical go-to person for Paraplanning systems and software, leading training and maintaining expert-level knowledge
- Take ownership of key Paraplanning central reference materials, ensuring their maintenance, development, and effective communication to the teams
- Annual Review process
- Pension switching & drawdown process
- Offer ad-hoc support to client teams, assisting with complex technical problems and client solutions, and actively participating in client meetings
A likely candidate will be Level 6, have circa 3+ years of experience in the independent sector of the financial services industry, including direct contact with sophisticated HNW clients. They should be proficient with adviser support tools and software like IO. Experience in a central Paraplanning role, delivering support and training to client-facing teams is desirable. Excellent technical knowledge of asset allocation, investments, life and pensions products, tax, trusts, and pensions transfers is required.
Paraplanner employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Paraplanners and financial advisors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific software and tools mentioned in the job description, such as IO. Consider taking online courses or tutorials to enhance your proficiency, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial services industry. Being knowledgeable about current market conditions and changes in legislation will help you engage in meaningful conversations during interviews.
✨Tip Number 4
Prepare to discuss your experience with High-Net-Worth clients in detail. Think of specific examples where you've successfully addressed complex financial planning needs, as this will showcase your expertise and suitability for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly your work with High-Net-Worth clients. Emphasise your technical knowledge and any specific tools or software you are proficient in, such as IO.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth management and how your skills align with the role of a Technical Paraplanner. Mention your experience in preparing financial plans and your ability to handle complex technical problems.
Showcase Your Technical Skills: Be specific about your technical expertise in areas like asset allocation, investments, and pensions. Provide examples of how you've used this knowledge to support client teams or improve processes in previous roles.
Prepare for Potential Questions: Anticipate questions related to your experience with client meetings, suitability letters, and cashflow models. Be ready to discuss how you approach problem-solving and your methods for maintaining up-to-date knowledge in the field.
How to prepare for a job interview at Fram Search
✨Showcase Your Technical Knowledge
As a Technical Paraplanner, it's crucial to demonstrate your expertise in financial services. Be prepared to discuss specific technical concepts, such as asset allocation and pensions, and how you've applied this knowledge in previous roles.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle complex client situations. Think of examples from your past experience where you successfully navigated challenging financial planning scenarios, especially with High-Net-Worth clients.
✨Familiarise Yourself with Relevant Software
Since proficiency with adviser support tools like IO is essential, make sure you're comfortable discussing your experience with these systems. If possible, brush up on any recent updates or features that could be relevant to the role.
✨Emphasise Your Communication Skills
In this role, you'll need to communicate complex information clearly. Prepare to discuss how you've effectively communicated with clients and team members in the past, particularly in high-pressure situations or during client meetings.
