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- Tasks: Assist Wealth Managers in delivering personalised wealth planning services and producing client reports.
- Company: Award-winning wealth management firm with a focus on personal service and innovation.
- Benefits: Competitive salary, professional development, and the chance to work with experienced professionals.
- Why this job: Join a prestigious firm and make a real difference in clients' financial futures.
- Qualifications: Degree level education, DipPFS or equivalent, and 12 months of financial report writing experience.
- Other info: Dynamic team environment with opportunities for career advancement and chartered status.
The predicted salary is between 36000 - 60000 £ per year.
My client are a highly prestigious, independently owned and award-winning wealth management firm servicing clients throughout the UK with over £9bn in AUM. Since the 90s, they have been advising clients how to save, plan and invest for their families and futures. In a time when many businesses are moving to digital-only services, some of their greatest assets include the collective expertise of their people and the personal nature of the service they provide. They also pride themselves on being innovative in their approach, as they always look for new and distinctive ways to improve the service they offer to clients.
They now have an opportunity for a Paraplanner to join their Wealth Management division to assist Wealth Managers with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports.
Responsibilities- Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
- Ensure product research is kept up to date
- Production of client reports within agreed timescales
- Obtain and prepare paperwork required for client meetings and business submission
- Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
- Build technical Knowledge to achieve chartered financial planner status
- Educated to degree level or equivalent
- DipPFS or equivalent as a minimum
- 12 months experience of financial report writing
- Previous use of First software or Intelliflo is advantageous
- Previous use of Voyant or alternative Cashflow software is advantageous
Paraplanner in City of London employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in City of London
✨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 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. Make sure you can confidently discuss financial report writing and the tools mentioned in the job description, like First software or Intelliflo. This will show you're serious about the role and ready to hit the ground running.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values. Since this company prides itself on personal service and innovation, highlight your own experiences that reflect these qualities when you get the chance to chat with them.
✨Tip Number 4
Apply through our website! We make it easy for you to find the right opportunities. Plus, it shows you're genuinely interested in joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Paraplanner in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial report writing and any relevant qualifications like DipPFS. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our innovative approach. Keep it personal and engaging, just like the service we provide.
Showcase Your Technical Skills: If you've used software like First or Intelliflo, make sure to mention it! We value technical knowledge, so let us know how comfortable you are with these tools and any others that might be relevant.
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’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around wealth planning and report writing. Familiarise yourself with the tools mentioned in the job description, like First software or Intelliflo, as well as any relevant cashflow software. This will show that you're not just a good fit for the role, but also genuinely interested in the industry.
✨Showcase Your Experience
Prepare to discuss your previous experience in financial report writing and how it relates to the responsibilities of a Paraplanner. Have specific examples ready that highlight your skills and achievements, particularly those that demonstrate your ability to meet deadlines and work collaboratively with Wealth Planners.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s approach to wealth management and their innovative strategies. This not only shows your interest in the company but also helps you gauge if their values align with yours.
✨Be Personable
Since this firm prides itself on personal service, make sure to convey your interpersonal skills during the interview. Be friendly, approachable, and professional. Remember, they’re looking for someone who can build relationships with clients, so let your personality shine through!
