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- Tasks: Assist Financial Advisers and manage client planning needs while drafting detailed financial reports.
- Company: Prestigious boutique Wealth Planning firm with an in-house DFM team.
- Benefits: Fast-track route to becoming a Financial Planner with full support and guidance.
- Why this job: Work closely with HNW clients and develop relationships to become a trusted Financial Planner.
- Qualifications: 2+ years experience, Level 4 Diploma in Regulated Financial Planning, and strong analytical skills.
- Other info: Collaborative team environment with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
Are you an ambitious Paraplanner, seeking to start your journey as an Adviser? Do you want to work with HNW clients? Are you interested in a firm that has its own DFM team, providing truly bespoke advice?
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Paraplanner, seeking a fast-track route to becoming a Financial Planner. Joining the business as a Paraplanner, you will be working closely with the Advisors and attending meetings, where you will be introduced to new and existing clients, enabling you to start building relationships with them to understand the key skills required to become a high calibre Financial Planner.
The business works collaboratively as a team and this role offers full support and guidance to ensure you become a trusted Financial Planner, capable of attending client meetings to secure new clients, as well as managing clients that are handed to you.
Responsibilities:- Assist Financial Advisers in managing clients' planning needs and solutions, including assessing and researching options and solutions.
- Be an additional point of contact when the Advisers are not available and develop relationships of trust with the clients, managing all client-related enquiries in a timely manner.
- Attend client meetings with the Financial Planners.
- Draft and present detailed financial reports, including suitability letters, transfer recommendations, and product illustrations.
- Deal with insurance/investment companies, as required, to obtain client policy information or new illustrations and product information.
- 2+ years post-qualified relevant experience.
- Strong all-round technical knowledge of financial planning principles, investment products, pension transfers and taxation and client suitability.
- Understanding of FCA regulations and compliance related to financial advice.
- Proficiency in drafting and presenting detailed financial reports.
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.
- A University degree, with a minimum of a 2:1.
- Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma.
- Adhere to the T&C scheme to ensure regulatory compliance.
- Strong organisational and time management abilities and proficiency at multitasking.
- Highly numerate, with the ability to analyse financial data and provide insights.
- Meticulous when it comes to attention to detail with a strong focus on accuracy and compliance.
- Professional, presentable and motivated self-starter.
Paraplanner - Paraplanner | Defined Route to Adviser 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 - Paraplanner | Defined Route to Adviser
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your expertise. Prepare a few examples of how you've helped clients in the past or how you’ve tackled complex financial issues. This will help you stand out as a knowledgeable Paraplanner ready to take the next step.
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out to firms you admire and express your interest in working with them. Even if they’re not hiring right now, they might keep you in mind for future opportunities. Plus, it shows initiative!
✨Apply Through Our Website
We’ve got some fantastic opportunities listed on our website, so make sure to check them out! Applying directly through us not only streamlines the process but also gives you a better chance of being noticed by the hiring team. Don’t miss out!
We think you need these skills to ace Paraplanner - Paraplanner | Defined Route to Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially any work with HNW clients or in financial planning. We want to see how your skills align with 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 becoming a Financial Planner and how our firm’s values resonate with you. Let us know what excites you about working with our DFM team.
Showcase Your Technical Knowledge: We’re keen on candidates who have a strong grasp of financial planning principles and compliance. Make sure to mention any relevant qualifications and experiences that demonstrate your technical expertise in your application.
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 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 planning principles, investment products, and FCA regulations. Being able to discuss these topics confidently will show that you're not just a Paraplanner but someone ready to step up as an Adviser.
✨Build Rapport
Since you'll be working closely with clients, practice how to build relationships of trust. Think about how you can connect with clients during the interview, perhaps by sharing relevant experiences or demonstrating your understanding of their needs.
✨Showcase Your Skills
Prepare to discuss your experience in drafting financial reports and managing client enquiries. Bring examples of your work or scenarios where you've successfully navigated complex financial situations to highlight your skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth planning and how they support their Paraplanners. This shows your genuine interest in the role and helps you understand if the firm is the right fit for you.