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- Tasks: Support a Financial Adviser with high-net-worth clients and complex cases.
- Company: Join a top-rated Independent Financial Advice and Asset Management practice in London.
- Benefits: Enjoy a competitive salary, hybrid working, and comprehensive benefits including private medical insurance.
- Why this job: Be part of an award-winning team that values integrity and offers professional growth opportunities.
- Qualifications: Must be Chartered via CII with 3+ years of relevant Paraplanning experience.
- Other info: Opportunity for continual learning and development with support for further Financial Planning exams.
The predicted salary is between 48000 - 52000 £ per year.
A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to directly support one Financial Adviser. You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years. This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.
Please note: To be considered for this role you must be Chartered via the CII and have at least 3 years of relevant experience in a similar role.
You will have the opportunity to:
- Directly support with high-net-worth clients on complex cases
- Mentor a Junior Technical Consultant
- Gather research and analyse information
- Produce suitability letters and reports
- Conduct cash flow modelling
- Construct financial plans with the Adviser
- Keep up to date with technical, legislative and regulatory changes
- Supervise the work of the Administrators
You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.
What’s needed to be considered?
- 3+ years of experience in a Paraplanning position
- Hold Chartered Financial Planner status by CII
- Experience using IO is desirable
- Proven experience of providing quality support to Financial Planner
- Have excellent knowledge of investment, life and pensions products and current legislation
- Experience with cashflow modelling
What’s on offer?
- Competitive salary up to £65,000
- Discretionary annual bonus of 10%
- 7.5% Employer Pension contribution
- Hybrid working - 2 days a week in the London office
- Comprehensive benefits and bonus package
- Private Medical Insurance
- Continual learning and development
What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Chartered Senior Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in financial legislation and regulations. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in your field during any discussions.
✨Tip Number 3
Consider reaching out to current employees of the company through platforms like LinkedIn. Ask them about their experiences and what they value most about working there, which can help you tailor your approach.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that showcase your ability to support financial planners and manage complex cases. Highlighting your achievements will set you apart from other candidates.
We think you need these skills to ace Chartered Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered Financial Planner status and relevant experience in paraplanning. Use specific examples that demonstrate your ability to support Financial Advisers and work with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's values and their approach to financial advice. Mention your experience with cash flow modelling and your knowledge of investment, life, and pensions products.
Showcase Your Achievements: In your application, include quantifiable achievements from your previous roles. For instance, mention how you improved processes or contributed to successful client outcomes, which aligns with the company's reputation for quality service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Chartered Status
Make sure to highlight your Chartered Financial Planner status during the interview. This is a key requirement for the role, and demonstrating your commitment to professional standards will set you apart from other candidates.
✨Prepare for Technical Questions
Expect questions related to investment, life, and pensions products, as well as current legislation. Brush up on your knowledge and be ready to discuss how you've applied this in your previous roles.
✨Demonstrate Mentorship Experience
Since the role involves mentoring a Junior Technical Consultant, be prepared to share examples of how you've supported or trained others in your past positions. This shows your leadership potential and ability to work collaboratively.
✨Discuss Your Client Interaction
Be ready to talk about your experience working with high-net-worth clients and handling complex cases. Share specific examples that illustrate your problem-solving skills and ability to provide tailored financial advice.
