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- Tasks: Support Financial Planners with research, report writing, and client communications.
- Company: Join a niche wealth manager focused on high-net-worth individuals.
- Benefits: Enjoy a competitive salary of £44,000 to £50,000 plus great benefits.
- Why this job: Be part of a senior team making a real impact in financial planning.
- Qualifications: Must have Level 4 qualification and experience in financial planning.
- Other info: Opportunity to develop client relationships and enhance your career.
The predicted salary is between 38000 - 52000 £ per year.
Senior Paraplanner £44,000 to £50,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals. Operating as a Paraplanner you will provide support to the Financial Planners including – research and portfolio analysis report writing assisting with the advice process client reviews platform work client communications and acting as first point of contact developing client relationships You will be an experienced paraplanner within a Financial Planning environment with at least Level 4 and possibly above. You will have excellent communications skills, technical exposure and be experienced in the compilation of advice. This is a senior role within the team and the company offers an excellent salary plus benefits in line with that level. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. …
Senior Paraplanner employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Make sure to highlight your experience in financial planning and paraplanning during any networking opportunities. Engage with professionals in the wealth management sector, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Consider joining relevant professional associations or groups related to financial planning. This can enhance your credibility and provide access to exclusive job listings and networking events.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported financial planners in the past. Being able to articulate your contributions to client relationships and complex advice processes will set you apart from other candidates.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, especially in financial planning environments. Emphasize your Level 4 qualification and any additional certifications that showcase your expertise.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements mentioned in the job description. Discuss your experience with HNW individuals, your skills in research and report writing, and how you can support the Financial Planners effectively.
Showcase Communication Skills: Since excellent communication skills are crucial for this role, provide examples in your application of how you've successfully developed client relationships and communicated complex advice in previous positions.
Highlight Technical Exposure: Detail your technical exposure in financial planning, including any specific tools or software you have used for portfolio analysis and cashflow modeling. This will demonstrate your readiness for the senior role.
How to prepare for a job interview at JohnstonGreer
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, it's crucial to demonstrate your understanding of financial planning concepts. Be prepared to discuss your experience with investments, retirement planning, and cashflow modeling in detail.
✨Highlight Your Communication Skills
Excellent communication is key in this role. Share examples of how you've effectively communicated complex financial information to clients or colleagues, and how you’ve built strong client relationships.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare to discuss specific scenarios where you provided support to Financial Planners, including your approach to research and report writing.
✨Demonstrate Your Client-Centric Approach
Since you'll be working closely with HNW individuals, emphasize your experience in client communications and how you prioritize their needs. Discuss how you handle client reviews and feedback.
