Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team to produce client reports and support financial planners.
- Company: Work for a prestigious, award-winning Wealth & Investment Management firm.
- Benefits: Enjoy a competitive salary of £45-55k and an extensive benefits package.
- Why this job: Be part of an exciting growth phase and contribute to helping families manage their wealth.
- Qualifications: Must have CII DipPFS and at least 2 years of report writing experience.
- Other info: Opportunity for continued learning and development in a supportive environment.
The predicted salary is between 45000 - 55000 £ per year.
My client are a prestigious multi-award winning Wealth & Investment Management firm seeking a Paraplanner to join their business as part of a new growth phase that the company are experiencing. They are willing to pay a ranged salary from £45-55k, with an extensive benefits package, depending on experience in order to attract the best staff to their business.
Their purpose is to be the best wealth manager for families and they offer their clients a wide range of services to help them save, plan and invest. They’re always looking for talented and motivated people to join in helping achieve this goal. In return, you will benefit from working for a firm that supports continued learning and development and rewards individual contribution to its continued success.
You will be joining this business at an exciting time as they start to really expand their Wealth division., + Liaise with the Administrators and Planners to ensure all required information for report production is obtained in a timely manner.
-
Ensure product research is kept up to date.
-
Production of client reports within agreed timescales.
-
Obtain and prepare paperwork required for client meetings and business submission.
-
Deal with all forms of client communications including, where necessary, arranging client meetings for the Planners.
-
Build technical knowledge.
-
Will hold the CII DipPFS qualification
-
Will have at least 2 years of report writing experience, preferably within a Wealth Management setting
-
Will possess a client focus and concern for quality, ensuring client satisfaction and retention
-
Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams
-
Maintains a full and proper understanding of the financial services market
-
A diligent worker with a high level of attention to detail
Paraplanner employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the latest trends and regulations in wealth management. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss specific examples of your report writing experience. Be ready to explain how your attention to detail has positively impacted client satisfaction in your previous roles.
✨Tip Number 4
Showcase your willingness to learn and grow within the company. Highlight any additional qualifications or courses you are pursuing that align with the firm's goals, as this will resonate well with their focus on continued development.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in report writing and wealth management. Emphasize your CII DipPFS qualification and any specific achievements that demonstrate your client focus and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining the firm and how your skills align with their goals. Mention your understanding of the financial services market and your commitment to client satisfaction.
Showcase Your Technical Knowledge: In your application, include examples of how you have built technical knowledge in previous roles. This could be through specific projects or ongoing education that relates to wealth management.
Highlight Team Collaboration: Discuss your experience working with teams, especially in liaising with administrators and planners. Provide examples of how you contributed to knowledge sharing and ensured timely communication in past roles.
How to prepare for a job interview at Jenson Fisher
✨Showcase Your Report Writing Skills
Since the role requires at least 2 years of report writing experience, be prepared to discuss specific examples of reports you've written in the past. Highlight your attention to detail and how your reports have contributed to client satisfaction.
✨Demonstrate Client Focus
Emphasize your commitment to client satisfaction during the interview. Share instances where you went above and beyond to meet client needs or resolve issues, showcasing your ability to build strong relationships.
✨Stay Updated on Financial Services
Make sure you're well-versed in the latest trends and developments in the financial services market. This knowledge will not only impress your interviewers but also demonstrate your proactive approach to staying informed.
✨Prepare for Technical Questions
Given the technical nature of the role, be ready to answer questions related to wealth management and investment strategies. Brush up on key concepts and be prepared to discuss how you would apply them in your work as a Paraplanner.
