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- Tasks: Deliver exceptional financial planning support for high-net-worth clients.
- Company: Highly regarded Wealth Management practice with modern offices in Esher.
- Benefits: Competitive salary, pension scheme, 25 days leave, and exam support.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 3+ years in Paraplanning and Level 4 qualified.
- Other info: Hybrid work model with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
We are currently working with a highly regarded Wealth Management practice with brand new, modern offices in Esher (parking available) who are seeking an experienced Senior Paraplanner to join their growing team.
As a key member of the technical team, you'll work closely with Advisers and Administrators to deliver exceptional financial planning support across high-net-worth clients on investments, pensions, tax, and estate planning. This role is ideal for someone who is very technical, thrives in a client-focused environment, and enjoys being the point of contact for technical queries.
You will be responsible for delivering high quality technical Paraplanning support to the Advisers, collaborating with them to identify opportunities and create financial plans for clients. This includes:
- Understanding recommendations
- Constructing financial plans via investment research
- Suitability report writing
- Illustrations & calculations
- Recommendations and cashflow modelling
You will communicate with other departments across both this office and the office in the Midlands.
What we're looking for:
- At least 3 years of experience in a Paraplanning position
- Level 4 qualified as a minimum, via CII, LIBF, or FPC
- Strong knowledge of pensions, investments, tax, estate planning, and other products
- Confident using research tools
Benefits:
- Workplace pension scheme (employer contribution of 4%, employee also personally contributes 4%)
- Onsite parking
- 25 days of annual leave
- Discretionary annual bonus
- Private medical insurance
- Exam support and time off for professional development
Senior Paraplanner in Esher employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Esher
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role is all about delivering high-quality Paraplanning support, make sure you can confidently discuss pensions, investments, and tax strategies. We want you to shine when it comes to those tricky questions!
✨Tip Number 3
Showcase your skills with a portfolio! If you've worked on complex financial plans or have examples of your suitability reports, bring them along to your interviews. This will demonstrate your expertise and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let's get you that Senior Paraplanner position!
We think you need these skills to ace Senior Paraplanner in Esher
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning, especially with high-net-worth clients, and showcase your technical skills in pensions, investments, and tax.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've delivered exceptional support in previous positions and how you thrive in a client-focused environment.
Showcase Your Qualifications: Don’t forget to mention your Level 4 qualifications and any relevant certifications. We want to see that you have the knowledge and expertise to back up your application!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax. The role requires a solid understanding of these areas, so be prepared to discuss your experience and how you've applied this knowledge in past roles.
✨Showcase Your Collaboration Skills
Since you'll be working closely with Advisers and Administrators, it's crucial to demonstrate your ability to collaborate effectively. Think of examples where you've worked as part of a team to deliver exceptional results, and be ready to share those stories.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Practice explaining complex concepts in simple terms, as you may need to communicate these ideas to clients or colleagues who aren't as familiar with the technical details.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or specific projects. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
