Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the Wealth Planning team by analysing client info and preparing reports.
- Company: Join a boutique investment firm known for its personalised wealth management services.
- Benefits: Enjoy fully remote work, flexible hours, and a supportive team culture.
- Why this job: Be part of a growing division that makes a real impact on clients' financial futures.
- Qualifications: 5+ years in financial services with strong knowledge in planning and investments required.
- Other info: Ideal for ambitious individuals seeking to develop their financial planning career.
The predicted salary is between 36000 - 60000 £ per year.
A well-established investment management firm with a headcount of around 30, offering bespoke wealth management services. The business is partner-owned and prides itself on its client-centric culture, combining the investment standards of a larger institution with a personalised approach. The firm has recently launched a wealth planning division to provide holistic pre- and post-retirement advice. Areas of specialism include lifetime allowance planning, tax-efficient retirement strategies, and estate planning.
KEY PURPOSE OF THE ROLE: To provide high-quality paraplanning support to the Head of Wealth Planning and the wider Wealth Planning team.
ROLE RESPONSIBILITIES:
- Analyse client information to formulate advice aligned with client objectives.
- Apply cashflow modelling tools extensively.
- Prepare suitability/recommendation reports.
- Produce fund switch and withdrawal letters, along with required research and documentation.
- Interpret and utilise information from clients and providers using industry tools.
Additional Responsibilities:
- Liaise with clients to gather information and arrange meetings.
- Contact third parties/providers to resolve technical queries.
- Conduct research to support advisers as required.
SKILLS & EXPERIENCE:
- Strong technical knowledge in financial planning, pensions, and investments, ideally with experience in complex client cases.
- Minimum of 5 years' experience in financial services.
- Proficiency in Microsoft Office suite.
- Excellent verbal and written communication skills.
- Familiarity with tools such as Voyant and FE Analytics.
- Proactive, adaptable, and responsive to feedback.
- Ambitious and committed to personal development.
- Strong financial and mathematical literacy.
ESSENTIAL QUALIFICATIONS: Minimum: Chartered Financial Planner (or equivalent), or actively working towards it.
Paraplanner (Fully remote) employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Fully remote)
✨Tip Number 1
Familiarise yourself with the specific tools mentioned in the job description, like Voyant and FE Analytics. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in wealth management. Engaging with industry peers can provide insights into the company culture and may even lead to referrals.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning, pensions, and investments. Showing that you are knowledgeable about current events in the industry can impress potential employers during discussions.
✨Tip Number 4
Prepare to discuss your experience with complex client cases in detail. Be ready to share specific examples of how you've successfully navigated challenging situations, as this will highlight your expertise and problem-solving skills.
We think you need these skills to ace Paraplanner (Fully remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, pensions, and investments. Emphasise any work with complex client cases and your proficiency with tools like Voyant and FE Analytics.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing high-quality paraplanning support. Mention specific examples of how you've successfully analysed client information and prepared recommendation reports in the past.
Showcase Your Technical Skills: Clearly outline your technical knowledge in financial planning and your experience with cashflow modelling tools. Highlight your proficiency in Microsoft Office and any other relevant software that aligns with the job requirements.
Demonstrate Your Communication Skills: Since excellent verbal and written communication skills are essential, ensure your application is well-structured and free of errors. Consider including examples of how you've effectively liaised with clients and third parties in previous roles.
How to prepare for a job interview at Mason Blake
✨Showcase Your Technical Knowledge
Make sure to highlight your strong technical knowledge in financial planning, pensions, and investments during the interview. Be prepared to discuss complex client cases you've handled in the past, as this will demonstrate your expertise and suitability for the role.
✨Familiarise Yourself with Industry Tools
Since familiarity with tools like Voyant and FE Analytics is essential, take some time to brush up on these platforms before your interview. Being able to discuss how you've used these tools in your previous roles can set you apart from other candidates.
✨Prepare for Client Interaction Scenarios
Given that the role involves liaising with clients and third parties, prepare for questions related to client communication. Think of examples where you've successfully gathered information or resolved queries, showcasing your excellent verbal and written communication skills.
✨Demonstrate Your Proactive Attitude
The firm values a proactive and adaptable approach, so be ready to share instances where you've taken initiative in your previous roles. Discuss how you respond to feedback and your commitment to personal development, as this aligns with their client-centric culture.
