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- Tasks: Support a Director with paraplanning and client management for high-net-worth clients.
- Company: A leading regional wealth management firm focused on best client advice.
- Benefits: Competitive salary, exam support, and opportunities for career advancement.
- Why this job: Join a Chartered practice and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner with Level 4 exams or nearing completion.
- Other info: Great potential for promotion to Financial Planner roles.
The predicted salary is between 38000 - 44000 £ per year.
£38,000 to £44,000 plus benefits and exam support. Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm being a Chartered practice that has always been focused on best client advice.
Responsibilities
- Working with some HNW clients regarding often complex advice
- Portfolio analysis
- Research work
- Formulation of advice
- Report writing
- High degree of client contact
- Liaison with Financial Planner and Support staff
Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.
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
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of portfolio analysis and client management. We want you to shine when discussing complex advice scenarios, so practice articulating your thought process clearly and confidently.
✨Tip Number 3
Don’t forget to showcase your Level 4 qualifications! Highlighting your exams and any relevant experience will show potential employers that you’re serious about your career in paraplanning and ready to take on HNW clients.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm. Let’s get you that Senior Paraplanner position!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with HNW clients and any relevant qualifications, like your Level 4 exams. We want to see how your skills match 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 paraplanning and how you can contribute to our team. Be sure to mention your experience in portfolio analysis and report writing.
Showcase Your Client Management Skills: Since this role involves a high degree of client contact, make sure to highlight your client management experience. Share examples of how you've successfully liaised with Financial Planners and support staff in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JohnstonGreer
✨Know Your Stuff
Make sure you brush up on your knowledge of paraplanning and the specific services offered by the firm. Familiarise yourself with retirement planning, investments, and the complexities involved in high-net-worth client management. This will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Experience
Prepare to discuss your previous experience as a Paraplanner in detail. Be ready to share examples of portfolio analysis, research work, and report writing. Highlight any instances where you've successfully liaised with Financial Planners or supported clients, as this will demonstrate your capability in a client-facing role.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the firm's approach to client advice and their expectations for the role. This not only shows your interest but also helps you gauge if the firm aligns with your career goals, especially if you're looking to progress to a Financial Planner.
✨Exude Confidence and Professionalism
Dress appropriately and maintain a professional demeanour throughout the interview. Confidence is key, so practice your responses to common interview questions. Remember, you're not just selling your skills; you're also showcasing your personality and how well you fit into their team.
