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- Tasks: You'll write reports, conduct research, and build client relationships.
- Company: Join a regional wealth manager focused on high-net-worth clients.
- Benefits: Enjoy a competitive salary, hybrid work options, and professional development.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Must be a skilled, qualified Paraplanner with experience in complex financial advice.
- Other info: Work in a supportive environment with excellent training opportunities.
The predicted salary is between 38000 - 52000 £ per year.
Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments though some work is highly specialist and complex.
Due to your high level of experience in paraplanning and excellent initial training you will very quickly be responsible for:
- report writing (template and bespoke)
- research
- cultivating relationships with clients
- acting as a main point of contact
- input to the formulation of advice
You will be a skilled, technical and qualified Paraplanner comfortable working as part of a smaller team with a larger professional practice business. You can work hybrid or full time in the office.
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of this niche market.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting retirement and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to staying current in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your experience with report writing and client relationship management during interviews. Be ready to share specific examples of how you've successfully cultivated relationships and provided tailored advice to clients in the past.
✨Tip Number 4
Research the company culture and values of the regional wealth manager you're applying to. Understanding their approach to client service and teamwork will help you align your responses during interviews and show that you're a great fit for their team.
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 in paraplanning, particularly any work with high-net-worth clients. Emphasise your skills in report writing and client relationship management, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial planning sector. Mention specific examples of how you've successfully handled complex cases or cultivated client relationships in the past.
Highlight Relevant Qualifications: Include any relevant qualifications or certifications you hold that pertain to paraplanning and financial services. This will demonstrate your technical expertise and commitment to the profession.
Showcase Your Teamwork Skills: Since the role involves working within a smaller team, provide examples of how you've effectively collaborated with colleagues in previous positions. Highlight your ability to contribute to a larger professional practice.
How to prepare for a job interview at JohnstonGreer
✨Showcase Your Technical Skills
As a Senior Paraplanner, you'll need to demonstrate your technical expertise in financial planning. Be prepared to discuss specific cases where you've successfully navigated complex financial scenarios and how your skills contributed to positive outcomes for clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of examples from your past experience where you had to research and formulate advice under pressure, and be ready to explain your thought process.
✨Highlight Your Client Relationship Skills
Since cultivating relationships with clients is key, share examples of how you've built rapport and trust with high-net-worth individuals. Discuss your approach to communication and how you ensure clients feel valued and understood.
✨Understand the Company’s Niche
Research the specific niche sector the company operates in. Being knowledgeable about their client base and the unique challenges they face will show your genuine interest in the role and help you stand out as a candidate.
