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- Tasks: Assist Financial Advisers and manage client planning needs while attending meetings.
- Company: Join a prestigious boutique Wealth Planning firm with an in-house DFM team.
- Benefits: Fast-track your career to become a Financial Planner with full support and guidance.
- Why this job: Build relationships with HNW clients and gain invaluable experience in financial planning.
- Qualifications: 2+ years relevant experience, a 2:1 degree, and Level 4 Diploma in Regulated Financial Planning required.
- Other info: Collaborative team culture focused on professional development and compliance.
The predicted salary is between 42000 - 60000 £ per year.
Central London
£50,000 - £60,000
Are you an ambitious Paraplanner, seeking to start your journey as an Adviser? Do you want to work with HNW clients? Are you interested in a firm that has its own DFM team, providing truly bespoke advice?
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Paraplanner, seeking a fast-track route to becoming a Financial Planner.
Joining the business as a Paraplanner, you will be working closely with the Advisors and attending meetings, where you will be introduced to new and existing clients, enabling you to start building relationships with them to understand the key skills required to become a high calibre Financial Planner. The business works collaboratively as a team and this role offers full support and guidance to ensure you become a trusted Financial Planner, capable of attending client meetings to secure new clients, as well as managing clients that are handed to you.
Responsibilities- Assist Financial Advisers in managing clients' planning needs and solutions, including assessing and researching options and solutions.
- Be an additional point of contact when the Advisers are not available and develop relationships of trust with the clients, managing all client-related enquiries in a timely manner.
- Attend client meetings with the Financial Planners.
- Draft and present detailed financial reports, including suitability letters, transfer recommendations, and product illustrations.
- Deal with insurance/investment companies, as required, to obtain client policy information or new illustrations and product information.
- 2+ years post qualified relevant experience.
- Strong all round technical knowledge of financial planning principles, investment products, pension transfers and taxation and client suitability.
- Understanding of FCA regulations and compliance related to financial advice.
- Proficiency in drafting and presenting detailed financial reports.
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.
- A minimum University degree of 2:1 or above.
- Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma.
- Adhere to the T&C scheme to ensure regulatory compliance.
- Strong organisational and time management abilities and proficiency at multitasking.
- Highly numerate, with the ability to analyse financial data and provide insights.
- Meticulous when it comes to attention to detail with a strong focus on accuracy and compliance.
- Professional, presentable and motivated self-starter.
Paraplanner - Defined Route to Financial Planner employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Defined Route to Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, seminars, or webinars where you can meet potential colleagues and mentors. Building relationships with those already in the field can provide valuable insights and may lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the specific services offered by the firm you're applying to. Understanding their approach to wealth planning and investment management will allow you to tailor your conversations during interviews and demonstrate your genuine interest in their operations.
✨Tip Number 3
Prepare to discuss your technical knowledge in financial planning during interviews. Be ready to explain how your experience aligns with the responsibilities of the Paraplanner role, particularly in drafting financial reports and understanding compliance regulations.
✨Tip Number 4
Showcase your commitment to professional development. Mention any ongoing training or certifications you are pursuing that relate to financial planning. This demonstrates your dedication to growing within the industry and your readiness to take on the Paraplanner role.
We think you need these skills to ace Paraplanner - Defined Route to Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your technical knowledge of financial planning principles, investment products, and any client management experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to transition into a Financial Planner. Mention your understanding of the firm's bespoke advice approach and how your background makes you a suitable candidate for this fast-track opportunity.
Highlight Relevant Qualifications: Clearly list your qualifications, such as your Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma. This will demonstrate your commitment to the profession and your readiness for the role.
Showcase Your Soft Skills: In your application, highlight your organisational abilities, attention to detail, and strong communication skills. These are crucial for managing client relationships and supporting Financial Advisers effectively.
How to prepare for a job interview at Jenson Fisher
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning principles, investment products, and FCA regulations. Be prepared to discuss how your technical knowledge can benefit the firm and its clients.
✨Demonstrate Relationship-Building Skills
Since this role involves working closely with clients, highlight your ability to build trust and rapport. Share examples from your past experiences where you successfully managed client relationships or resolved enquiries.
✨Prepare for Client Meetings
Familiarise yourself with the types of meetings you will attend as a Paraplanner. Think about how you can contribute to these discussions and be ready to explain how you would draft detailed financial reports and suitability letters.
✨Exhibit Organisational Skills
With responsibilities that require multitasking and managing various client needs, demonstrate your organisational abilities. Discuss any tools or methods you use to stay organised and ensure timely responses to client enquiries.
