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For Companies At a Glance
- Tasks: Support Chartered Financial Planners with high-level paraplanning and client meetings.
- Company: Join a well-regarded Wealth Management firm with exciting growth opportunities.
- Benefits: Enjoy flexible working arrangements, a competitive salary, and professional development support.
- Why this job: Transition into an advisory role while working with ultra-high-net-worth clients and gaining hands-on experience.
- Qualifications: Chartered status or working towards it; strong knowledge in pensions and investments required.
- Other info: Potential salary up to £55,000 plus annual bonuses.
The predicted salary is between 33000 - 77000 £ per year.
Technical Paraplanner / Trainee Financial Planner
A well-regarded Wealth Management business is seeking a Technical Paraplanner with the potential to transition into an advisory role within 12 months to two years. The position offers complete flexibility, with options to be based in Croydon, Newbury, or fully remote.
About the Opportunity
The firm has recently acquired a new business, resulting in a large influx of leads from GPP schemes. These clients, many of whom have not previously received advice, fall into the ultra-high-net-worth category, with assets under management (AUM) ranging from £5–20 million.
The Role
This position involves supporting two Chartered Financial Planners with high-level paraplanning responsibilities, primarily focused on pensions and investments. The role is designed to evolve into an advisory position, providing a clear pathway for professional growth.
Main Responsibilities
- Preparing and analysing detailed financial planning reports, including pension and investment advice, for UHNW clients.
- Undertaking technical research to support high-quality client outcomes.
- Supporting the preparation of cash flow analyses and financial models to underpin client recommendations.
- Assisting in the preparation of client meetings and attending these alongside the Financial Planners to gain hands-on experience.
- Maintaining accurate client records and ensuring compliance with all standards.
- Collaborating with Financial Planners to develop tailored, holistic financial plans.
Candidate Profile
- Chartered or actively working towards Chartered status.
- Strong technical knowledge in pensions and investments.
- Ambitious and eager to transition into an advisory role within two years.
- Excellent communication skills and a proactive approach to problem-solving.
- High level of integrity, discretion, and attention to detail.
Package
- Salary up to £55,000 (potentially higher for the right candidate).
- Annual discretionary bonus.
- Comprehensive support for professional development and qualifications.
- Flexible working arrangements, including home-based options.
Paraplanner / Trainee Financial Adviser employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Financial Adviser
✨Tip Number 1
Make sure to familiarize yourself with the latest trends and regulations in pensions and investments. This knowledge will not only help you in your role but also impress the hiring managers during your discussions.
✨Tip Number 2
Network with professionals in the wealth management industry, especially those who are already in advisory roles. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss your long-term career goals during interviews. Emphasize your ambition to transition into an advisory role and how this position aligns with your professional development plans.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all interactions. Whether it's during networking or interviews, demonstrating your ability to convey complex information simply will set you apart.
We think you need these skills to ace Paraplanner / Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, pensions, and investments. Emphasize any qualifications or progress towards Chartered status, as well as your ambition to transition into an advisory role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the ultra-high-net-worth client segment. Mention specific skills that align with the responsibilities of the Technical Paraplanner role.
Highlight Technical Skills: In your application, emphasize your technical knowledge in preparing financial planning reports and conducting research. Provide examples of how you've successfully supported financial planners or similar roles in the past.
Showcase Communication Skills: Demonstrate your excellent communication skills by providing examples of how you've effectively collaborated with teams or clients. This is crucial for supporting Financial Planners and attending client meetings.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of pensions and investments during the interview. Be prepared to discuss specific examples of financial planning reports you've worked on or any technical research you've conducted.
✨Demonstrate Your Ambition
Express your eagerness to transition into an advisory role within the specified timeframe. Share your career goals and how this position aligns with your professional development aspirations.
✨Prepare for Client Interaction Scenarios
Since the role involves attending client meetings, think about how you would handle various client scenarios. Practice articulating how you would support the Financial Planners in these situations.
✨Emphasize Your Attention to Detail
Given the importance of maintaining accurate client records and ensuring compliance, be ready to provide examples of how you've demonstrated attention to detail in your previous roles or studies.
