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- Tasks: Support Financial Planners with complex advice and mentor junior team members.
- Company: Respected financial planning firm in Manchester with a collaborative culture.
- Benefits: Competitive salary, career progression, and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact on high-value client strategies.
- Qualifications: CII Level 4 Diploma and 5+ years in financial planning or paraplanning.
- Other info: Opportunity for long-term growth and influence in a high-quality planning environment.
The predicted salary is between 36000 - 60000 £ per year.
A well-established and highly respected financial planning firm in Manchester is looking to appoint an experienced Senior Paraplanner to support senior Financial Planners with the delivery of complex, high-value advice. This is a client-facing, technically focused role where you will work closely with Financial Planners on sophisticated planning strategies, manage a high-value client bank, and play a key role in mentoring junior team members.
The role will involve:
- Attending client meetings alongside Financial Planners and producing detailed, accurate meeting notes
- Supporting the delivery of complex financial planning strategies and solutions for clients with substantial assets
- Working collaboratively with senior Financial Planners to analyse client circumstances and help design and implement tailored financial strategies
- Preparing high-quality suitability, investment strategy and recommendation reports in line with regulatory standards
- Carrying out detailed research and analysis of appropriate products, services and solutions
- Completing portfolio and ongoing client reviews, ensuring client files remain up to date and compliant
- Overseeing the timely implementation of agreed recommendations
- Acting as a technical point of reference within the team, supporting and mentoring junior paraplanners and providing exam support where required
- Using a range of planning and research systems, including cashflow modelling tools, analytics software and wrap platforms
- Keeping up to date with regulatory, compliance and industry developments, working in line with Consumer Duty requirements
About you:
You will hold the CII Level 4 Diploma in Regulated Financial Planning (or equivalent) and ideally be working towards, or already hold, the Level 6 Advanced Diploma. You will have at least 5 years experience within financial planning or paraplanning and be comfortable working at a senior level with complex cases and high-value clients. This opportunity would suit a confident, technically strong paraplanner looking for a senior role within a collaborative, high-quality planning environment, offering long-term progression and influence within the business.
Senior Paraplanner in Wilmslow employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Wilmslow
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Paraplanner role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios you might face. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along examples of your work or case studies to interviews. This will demonstrate your technical skills and experience in handling complex financial planning strategies.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Senior Paraplanner in Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with complex financial planning and client management, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for the Senior Paraplanner role. Share specific examples of your past work that align with the responsibilities outlined in the job description.
Showcase Your Technical Skills: Since this role is technically focused, be sure to mention any relevant software or tools you’ve used, like cashflow modelling tools or analytics software. We want to see how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us.
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around complex strategies and regulatory standards. Familiarise yourself with the tools and systems mentioned in the job description, like cashflow modelling tools and analytics software, so you can speak confidently about them.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience with high-value clients and complex cases. Be ready to discuss how you've supported senior planners and mentored junior team members, as this will demonstrate your fit for the role.
✨Ask Insightful Questions
Think of questions that show your interest in the firm and the role. Ask about their approach to client relationships or how they stay compliant with industry developments. This not only shows you're engaged but also helps you assess if the company aligns with your values.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice articulating your thoughts clearly and confidently. Focus on explaining complex financial concepts in simple terms, as this is crucial for client-facing roles. The more comfortable you are, the better you'll perform!
