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- Tasks: Manage client relationships and prepare financial planning documentation.
- Company: Private wealth management firm in Stansted with a focus on client service.
- Benefits: Competitive salary and comprehensive benefits package.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Minimum 2 years of paraplanning experience and a financial planning certificate.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A private wealth management firm in Stansted is looking for a Senior Client Manager/Paraplanner to support Advisers and Financial Planners. The successful candidate will be responsible for managing client relationships, preparing documentation, and ensuring compliance in financial planning services.
Applicants should have at least 2 years of paraplanning experience and a certificate in financial planning. Competitive salary and benefits offered.
Senior Paraplanner & Client Service Lead in Stansted Mountfitchet employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner & Client Service Lead in Stansted Mountfitchet
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at wealth management firms. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your paraplanning knowledge and client management skills. We recommend practising common interview questions and scenarios you might face, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Paraplanner role! We make it easy for you to showcase your skills and experience directly to the hiring team, increasing your chances of getting noticed.
We think you need these skills to ace Senior Paraplanner & Client Service Lead in Stansted Mountfitchet
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications. We want to see how your skills align with the Senior Client Manager role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of how you've managed client relationships and prepared documentation in your previous roles.
Showcase Compliance Knowledge: Since compliance is key in financial planning, make sure to mention any experience you have in this area. We’re looking for someone who understands the importance of adhering to regulations and can ensure our services are top-notch.
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 paraplanning knowledge and financial planning regulations. Being able to discuss compliance and documentation processes confidently will show that you're the right fit for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you resolved them, as this will demonstrate your ability to handle similar situations in the new role.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and the role. Inquire about their approach to client service or how they support their Advisers and Financial Planners. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even though it’s a wealth management firm, first impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance can set a positive tone for the interview.
