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- Tasks: Analyse client financial situations and produce detailed reports to support advisers.
- Company: Prestigious boutique Wealth Planning firm with a strong reputation.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Why this job: Join a dynamic team and enhance your skills in a rewarding environment.
- Qualifications: Level 3 qualification and at least 1 year of Paraplanning experience required.
- Other info: Great opportunity to develop client-facing skills and build technical knowledge.
The predicted salary is between 39000 - 47000 £ per year.
Central London – Hybrid (1 day from home)
£45,000 - £54,000, plus benefits
We have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit a 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:
- Understanding and analysing new and existing client current personal and financial circumstances and objectives
- Writing and producing detailed suitability reports
- Researching products for client individual circumstances and goals
- Communicating with clients and working closely with the Financial Advisers
- Supporting senior members of the team
- Opportunity to develop client-facing skills
- Ensure product research is kept up to date
- Obtain and prepare paperwork required for client meetings and business submission
- Deal with all forms of client communications including
- Complying with FCA regulations and build technical knowledge
Experience Required:
- Minimum Level 3, but ideally Diploma Qualified
- 1 plus years' experience in a Paraplanning capacity
- Comfortable with technology
- Outstanding verbal and written communication skills
Paraplanner in London employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who work as Paraplanners or in wealth planning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and FCA regulations. We recommend practising common interview questions with a mate or in front of the mirror to boost your confidence and communication skills.
✨Tip Number 3
Showcase your research skills! When you land an interview, be ready to discuss how you would approach product research for clients. This will demonstrate your understanding of their individual circumstances and goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in analysing client circumstances and writing suitability reports, as these are key aspects of the job. 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 planning and how your background makes you a great fit for our team. Don’t forget to mention your communication skills and any relevant qualifications.
Showcase Your Tech Savvy: Since being comfortable with technology is a must, make sure to mention any tools or software you’ve used in your previous roles. We love candidates who can adapt quickly and keep up with the latest tech trends in the industry!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Jenson Fisher
✨Know Your Stuff
Make sure you understand the role of a Paraplanner inside out. Brush up on your knowledge of financial products, FCA regulations, and suitability reports. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Communication Skills
Since you'll be working closely with clients and advisers, it's crucial to demonstrate your outstanding verbal and written communication skills. Prepare examples of how you've effectively communicated complex information in the past, whether in reports or client interactions.
✨Research the Company
Take some time to learn about the boutique Wealth Planning firm and their approach to client management. Understanding their values and how they serve their UHNW clients will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions. Ask about the team dynamics, opportunities for professional development, or how they keep their product research up to date. This not only shows your interest but also helps you gauge if the company is the right fit for you.
