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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 a comprehensive benefits package.
- Why this job: Be part of an award-winning team that values integrity and professional growth.
- Qualifications: Must be Chartered via CII with 3+ years of relevant Paraplanning experience.
- Other info: Opportunity for professional development and further Financial Planning exams.
The predicted salary is between 60000 - 65000 £ 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
- Product 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 and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning and investment products. This will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to support financial planners and manage complex cases. Highlight any mentoring experience you have, as this is a key aspect of the role.
✨Tip Number 4
Research the company’s values and their approach to client relationships. Be ready to articulate how your personal values align with theirs, as cultural fit is crucial for a role in a boutique firm like this one.
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. Emphasise your skills in supporting financial planners, cash flow modelling, and knowledge of investment products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience with high-net-worth clients and how you align with their values and integrated approach to advice.
Highlight Relevant Experience: In your application, clearly outline your 3+ years of experience in a similar role. Provide specific examples of how you've successfully supported financial planners and mentored junior staff.
Showcase Continuous Learning: Mention any ongoing professional development or further Financial Planning exams you are pursuing. This demonstrates your commitment to growth and aligns with the company's focus on continual learning.
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
Given the complexity of the role, be ready to answer technical questions related to investment, life, and pensions products. Brush up on current legislation and be prepared to discuss how you've applied this knowledge in your previous roles.
✨Demonstrate Mentorship Experience
Since the role involves mentoring a Junior Technical Consultant, think of examples where you've provided guidance or support to others. This will show your leadership skills and ability to foster a collaborative team environment.
✨Discuss Your Approach to Client Relationships
The company values a trustworthy approach to client advice. Be prepared to discuss how you build and maintain relationships with high-net-worth clients, and share specific examples of how you've successfully managed complex cases in the past.
