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- Tasks: Support financial advisers by providing clear, compliant wealth planning solutions and client communication.
- Company: Join a global Wealth & Asset Management firm with a stellar reputation.
- Benefits: Enjoy competitive salary, discretionary bonuses, and hybrid working options.
- Why this job: Make a real impact in clients' financial journeys while growing your expertise.
- Qualifications: Diploma Level 4 or higher in financial planning and 3-4 years of paraplanning experience.
- Other info: Collaborative team environment with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Central London – Hybrid (2 days from home). 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 the 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.
- 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 employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Global Company
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at your target companies. You never know who might help you land that interview!
✨Tip Number 2
Prepare for those interviews! Research the company inside out, especially their approach to wealth management. Be ready to discuss how your experience aligns with their values and how you can contribute to their success.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like client reports or financial analyses, to demonstrate your expertise. This will help you stand out as a qualified paraplanner who knows their stuff.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind.
We think you need these skills to ace Paraplanner - Global Company
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in wealth planning and any relevant qualifications, like your Diploma Level 4. 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 financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role requires technical proficiency, don’t forget to mention your experience with financial planning tools and report writing. We’re keen to know how you’ve used these skills in your previous roles!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team!
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 strategies and compliance. Familiarise yourself with the specific products and wrappers mentioned in the job description, as this will show that you're serious about the role.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning experience in detail. Think of specific examples where you've successfully supported advisers or improved processes. This will help demonstrate your capability and how you can add value to their team.
✨Practice Your Communication Skills
Since this role involves client interaction, practice articulating complex financial concepts in a clear and concise manner. You might even want to role-play a client meeting scenario to get comfortable with explaining advice and solutions.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to wealth management and their client base. This not only shows your interest but also helps you gauge if the company aligns with your career goals and values.
