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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 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 London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the real deal. This will help you feel more confident and ready to impress those interviewers.
✨Tip Number 3
Show off your expertise! Be prepared to discuss your knowledge of wealth planning wrappers and products during interviews. Bring examples of how you've provided solutions for clients in the past to really stand out.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don’t miss out!
We think you need these skills to ace Paraplanner - Global Company in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in wealth planning and report writing. 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 this role and how your background makes you a perfect fit. Don’t forget to mention your desire to achieve Chartered status!
Showcase Your Technical Skills: Since we’re looking for someone technically proficient, make sure to highlight your experience with financial planning tools and software. We love seeing candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
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 interacting with clients and advisers regularly. Prepare examples of how you've effectively communicated complex information in the past. This could be through client meetings or report writing—make it clear that you can simplify the technical jargon.
✨Be Ready for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Think about scenarios where you've had to analyse data or provide solutions for clients. Practising these types of questions can help you feel more confident during the interview.
✨Demonstrate Team Spirit
This role involves working closely with advisers and administrators, so be prepared to discuss how you collaborate with others. Share examples of successful teamwork and how you’ve contributed to achieving common goals in previous roles.
