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- Tasks: Support advisors in delivering wealth planning solutions and ensure compliance.
- Company: Reputable global Wealth & Asset Management firm in Central London.
- Benefits: Excellent benefits, discretionary bonus, and career advancement opportunities.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Diploma Level 4 and 3-4 years of Paraplanning experience required.
- Other info: Hybrid role with strong communication skills essential.
The predicted salary is between 36000 - 60000 £ per year.
A global Wealth & Asset Management business in Central London is seeking a Qualified Paraplanner to join their team. This hybrid role involves working with advisors to provide wealth planning solutions, ensuring compliance, and supporting client onboarding.
The ideal candidate will have:
- A Diploma Level 4 qualification
- 3-4 years of Paraplanning experience
- Strong communication skills
Excellent benefits and a discretionary bonus are offered. This is a great opportunity to advance your career in a reputable firm.
Client-Facing Paraplanner - Wealth Planning Specialist employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Facing Paraplanner - Wealth Planning Specialist
✨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 Client-Facing 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 those interviews! Brush up on your knowledge of wealth planning solutions and compliance regulations. We want you to be able to showcase your expertise and how your 3-4 years of Paraplanning experience makes you the perfect fit for the team.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got all the latest job listings, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates all in one place.
We think you need these skills to ace Client-Facing Paraplanner - Wealth Planning Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client-Facing Paraplanner role. Highlight your Diploma Level 4 qualification and relevant experience in Paraplanning. 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 wealth planning and how your experience makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and professional language, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth planning solutions and compliance regulations. Being able to discuss specific strategies or recent changes in the industry will show that you're not just qualified, but genuinely interested in the field.
✨Showcase Your Experience
Prepare to talk about your previous Paraplanning roles. Have examples ready that highlight your problem-solving skills and how you've successfully supported client onboarding in the past. This will demonstrate your hands-on experience and ability to contribute from day one.
✨Communicate Clearly
Since strong communication skills are a must for this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or using video tools to refine your delivery and ensure you come across as confident and professional.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and how they support their Paraplanners. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your career goals.
