At a Glance
- Tasks: Provide wealth planning solutions and support advisors in client meetings.
- Company: Global Wealth & Investment Management firm with over £20bn AUM.
- Benefits: Competitive salary of £55-65k, with growth opportunities.
- Other info: Great client exposure and opportunities for progression into advising or management.
- Why this job: Join a dynamic team and advance your career in wealth management.
- Qualifications: Experience as a Paraplanner and Diploma Level 4 qualification required.
The predicted salary is between 55000 - 65000 £ per year.
My client are a global Wealth & Investment Management business with over £20bn AUM.
Due to continued growth within the business, they now have 2 opportunities for experienced Paraplanners to join their illustrious team, in a role paying between £55-65k, dependent on experience.
We are looking for driven and ambitious individuals, who are either keen to progress into Advising clients, or have an interest into moving into a management role. This is a role with fantastic client facing exposure and medium and long-term development opportunities.
Responsibilities:
- Providing wealth planning solutions for UK & International clients
- Ensuring that all fees and solutions advised to clients are correct, documented and compliant
- Completing client suitability reports and annual suitability review letters
- Ensuring that clients understand the key features of advice that has been provided
- Producing client cash flow analysis
- Reviewing client risk profile reports
- Support the advisors with technical research and analysis of data collected on behalf of clients. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
- Assist with client meetings, take notes, and follow up on any actions, as necessary
- Communicating with clients via meetings, telephone calls and emails
- Working with Administrators to guide clients through the account onboarding lifecycle
- Completing withdrawal call-backs with clients as required
- Working with incumbent custodians to retrieve client assets transfer data
- Providing regular updates to wealth managers and clients throughout onboarding process
- Attending industry event and seminars
- Joining internal training and updates
- Contribute to the continuous improvement of paraplanning processes
Experience:
- Proven experience in an Paraplanner role, within a Wealth / Investment manager
- Hold the Diploma Level 4 qualification (or higher)
- Ideally a minimum of 3-4 years’ experience in a similar position.
Paraplanner in Slough employer: J A McGlynn
As a leading global Wealth & Investment Management business, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our Paraplanners enjoy competitive salaries, exceptional client-facing opportunities, and the chance to advance into advisory or management roles, all while working in a supportive environment that values innovation and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Slough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like J A McGlynn. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Slough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to J A McGlynn.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on J A McGlynn's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at J A McGlynn
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with J A McGlynn.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at J A McGlynn will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former J A McGlynn employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
