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- Tasks: Join client meetings and develop financial planning solutions with the MD.
- Company: A boutique DFM firm focused on bespoke investment management and wealth growth.
- Benefits: Competitive salary of £50-60k and potential for career advancement.
- Why this job: Lead the Financial Planning division and make a real impact on clients' wealth.
- Qualifications: Level 4 qualification from CII or CISI and 5 years' industry experience required.
- Other info: Opportunity to become the main contact for all Financial Planning needs.
The predicted salary is between 42500 - 67500 £ per year.
Are you a Paraplanner that wants more client facing opportunities with the view of spearheading the Financial Planning for a boutique Investment firm in the near future?
My client is a boutique DFM business that provides objective advice and bespoke investment management solutions to ensure that their client’s wealth is put in the best position to grow. They have solutions to manage all their clients’ family’s wealth through the different generations and life stages. For much of their client base, they spend many years looking to build wealth towards retirement and then manage it effectively once clients are retired.
They are now looking to hire a client-facing Paraplanner to be a specialist in the Financial Planning space to take the lead on the Financial Planning side of the firm, as the role develops. Initially, you will be attending all client meetings with the MD and working alongside him to propose FP solutions for clients, whilst being expected to collate the report writing activities and administration that goes alongside the FP part of the business.
In time, my client expects that this individual will be the main point of contact for all Financial Planning requirements within the firm and be the figurehead of a newly established FP division. This is a huge opportunity to take full ownership of the FP service provided to clients.
Experience Required
My client expects someone to hold their level 4 qualification, either from CII or CISI, as a minimum. You will also be expected to have at least 5 years' industry experience.
Paraplanner - Fast Track to Adviser employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Fast Track to Adviser
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or webinars where you can meet potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Research the boutique DFM business thoroughly. Understand their investment philosophy, client demographics, and the specific services they offer. This knowledge will help you tailor your conversations during interviews.
✨Tip Number 3
Prepare to discuss your experience in client-facing roles. Highlight specific examples where you've successfully managed client relationships and provided tailored financial solutions, as this is crucial for the position.
✨Tip Number 4
Showcase your ambition to grow within the firm. Be ready to articulate how you envision taking on the lead role in financial planning and what steps you would take to establish the new FP division.
We think you need these skills to ace Paraplanner - Fast Track to Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your qualifications, particularly your level 4 certification from CII or CISI, and any specific achievements that demonstrate your ability to manage client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your experience in client-facing roles and how you can contribute to the growth of the Financial Planning division. Be sure to mention your long-term career aspirations in this field.
Showcase Relevant Skills: Highlight skills that are crucial for a Paraplanner, such as report writing, analytical thinking, and communication. Provide examples of how you've successfully used these skills in previous roles to support your application.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Jenson Fisher
✨Showcase Your Client-Facing Skills
Since this role involves significant client interaction, be prepared to discuss your previous experiences in client-facing roles. Highlight specific examples where you successfully managed client relationships and provided tailored financial solutions.
✨Demonstrate Your Financial Planning Knowledge
Brush up on your financial planning concepts and be ready to discuss them in detail. Familiarise yourself with the latest trends in investment management and how they can benefit clients, as this will show your commitment to the field.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential client situations you might encounter and how you would approach them, demonstrating your analytical skills and decision-making process.
✨Express Your Ambition for Growth
This position offers a pathway to becoming a key figure in the firm’s financial planning division. Be sure to express your enthusiasm for taking on more responsibility and your long-term career goals within the company.
