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- Tasks: Support financial advisers by providing clear, compliant wealth planning solutions and client reports.
- Company: Join a global Wealth & Asset Management firm with a stellar reputation.
- Benefits: Competitive salary up to £57,000, hybrid work, and excellent bonuses.
- Why this job: Make a real impact in clients' financial journeys while growing your expertise.
- Qualifications: Diploma Level 4 qualified with 3-4 years of Paraplanning experience.
- Other info: Dynamic team environment with opportunities for professional growth and development.
The predicted salary is between 42000 - 57000 £ per year.
Central London – Hybrid (2 days from home)
To £57,000, plus benefits
My client is a global Wealth & Asset Management business with circa £25bn AUM. The core of their expertise is managing investments for wealthy families. They build investment strategies that are designed to be resilient and help clients achieve their long-term financial goals. They provide clear comprehensive financial strategies and global reporting regardless of currency or location.
We have been mandated to recruit a client-facing Qualified Paraplanner to join their team. This established business has built a long-standing reputation of ‘excellence’ and as a result has built a large portfolio of mass affluent and UHNW clients, making this an excellent opportunity to join the team and build upon your experience.
Working closely with the advisers and administration team you will be responsible for:
- Ensuring that all wealth planning advice is clear, documented and compliant
- Acting as subject matter expert on all wealth planning wrappers and products
- Providing wealth planning solutions for 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
- Supporting the advisors with technical research and analysis of data collected on behalf of clients
- Providing guidance to advisers on aspects of specific cases to support good consumer outcomes
- Assisting with client meetings, taking notes, and following 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
- Assisting with account opening pack creation for complex accounts
- Contributing to wider company projects as required
- Completing meeting and call file notes
- Providing general feedback on improvements to business processes and procedures
- Complying with FCA regulations and building technical knowledge
Experience Required:
- Hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered and/or Certified financial planner status
- Diploma Qualified
- 3-4 plus years' experience in a Paraplanning capacity
- Experience of report writing
- Technically proficient across all areas of financial planning
- Ability to use technical financial planning tools, financial modelling and back-office software
- The ability to work as part of a team and interact with clients and providers outside of the business
- Act as main point of contact and deal effectively with technical queries from clients and other parties through effective communication
Excellent Benefits and discretionary bonus
Paraplanner - Global Company in City of London employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Global Company in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanning scenarios. Think about how you’d handle client queries or present financial strategies. The more you rehearse, the more confident you'll feel when it’s showtime!
✨Tip Number 3
Don’t forget to showcase your tech skills! Be ready to discuss the financial planning tools and software you’ve used. Employers love candidates who can hit the ground running with their systems.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always on the lookout for passionate individuals who want to make a difference in the wealth management space.
We think you need these skills to ace Paraplanner - Global Company 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 wealth planning and any relevant qualifications, like your Diploma Level 4. 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 financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role requires technical proficiency, make sure to mention your experience with financial planning tools and report writing. We’re keen to see how you can support our advisers and enhance client outcomes.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at Jenson Fisher
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around wealth management products and compliance. Being able to discuss specific strategies or tools you've used in the past will show that you're not just qualified, but also experienced.
✨Showcase Your Communication Skills
As a Paraplanner, you'll be client-facing, so it's crucial to demonstrate your ability to communicate complex information clearly. Practice explaining financial concepts in simple terms, and be ready to share examples of how you've successfully interacted with clients in previous roles.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Review common scenarios you might encounter in the role, such as creating suitability reports or conducting cash flow analyses, and be prepared to walk through your thought process.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company's approach to wealth management or their team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
