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- Tasks: Support Financial Planners and manage client relationships in a dynamic wealth management environment.
- Company: Award-winning Wealth Management organisation with a strong reputation.
- Benefits: Private healthcare, 33-38 days holiday, excellent bonuses, and career progression opportunities.
- Other info: Enjoy a varied role with opportunities for further qualifications and growth.
- Why this job: Join a successful team and make a real impact in the financial services sector.
- Qualifications: Experience in financial services and a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 36000 - 60000 £ per year.
Our client is an award winning Wealth Management organisation that is incredibly successful and well established. Due to continued growth and success of the business they are looking for an experienced individual who is passionate about Financial Services.
The role of Paraplanner is involved and busy. You will support a group of Financial Planners and also have day to day responsibility for your clients and will develop strong relationships with your clients on an on-going basis.
Some of the key areas you will be involved with include:
- Tax planning – ISA and Pension contributions, CGT planning and tax wrapper selection
- Estate planning: inheritance tax and trust planning
- Individual funds reviews and portfolio reviews
- Review fund selection and identify fund switches
- Review portfolios to identify product sales and purchases
So some of your key duties will include:
- Attend client meetings with Financial Planners and take minutes of the meeting to reflect accurate and concise information
- Liaison with clients and keeping updated and arranging review meetings
- Conducting research and analysis of various products to match clients financial needs and circumstances – discuss these findings with the relevant Financial Planner
- Prepare recommendation reports and ensure adhere to regulatory standards before submitting to Financial Planner
- Conduct quarterly reviews of client’s portfolios to assess clients account and any changing circumstances
- Utilise various planning and research systems on a daily basis
- Keep up-to-date with industry knowledge and compliance
The perfect candidate will love Financial Services, be confident in communicating and be high on attention to detail and accuracy. You will be confident in working on your own but also be comfortable within a team environment. Good report writing skills also required. You will have experience within a similar role and possess either CII or Level 4 Diploma in Regulated Financial Planning as a minimum requirement.
You will be given every opportunity to progress your Financial Services career further and study for further relevant qualifications.
Brilliant company benefits include:
- Private Healthcare
- 33 days holidays (rising to 38)
- Excellent bonuses
- Parking
So if you want to be part of an award winning business and really enjoy the Financial Services sector we want to hear from you.
Paraplanner - Wealth Management employer: McGregor Recruitment
Contact Detail:
McGregor Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wealth Management
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Financial Services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to wealth management and be ready to discuss how your skills as a Paraplanner can contribute to their success. Tailor your answers to show you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you’ll need to convey complex financial information clearly. Role-play with a friend or family member to get comfortable explaining tax planning or portfolio reviews in simple terms. This will help you shine in interviews!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job in Wealth Management. Plus, applying directly shows your enthusiasm and commitment to joining an award-winning team. Let’s get you started on this exciting journey!
We think you need these skills to ace Paraplanner - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services, especially in areas like tax planning and portfolio reviews. 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! Share your passion for financial services and explain why you’re the perfect fit for our team. Don’t forget to mention any relevant qualifications like the CII or Level 4 Diploma.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, provide examples of how you've demonstrated this skill in previous roles. We love candidates who can communicate clearly and accurately!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar. We can’t wait to hear from you!
How to prepare for a job interview at McGregor Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of tax planning, estate planning, and portfolio reviews. Familiarise yourself with the latest trends in financial services and be ready to discuss how they relate to the role of a Paraplanner.
✨Showcase Your Communication Skills
Since you'll be liaising with clients and Financial Planners, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex financial concepts in the past, as this will demonstrate your ability to build strong relationships.
✨Be Detail-Oriented
Attention to detail is crucial in this role. Bring along examples of reports or analyses you've prepared that highlight your accuracy and thoroughness. This will show that you understand the importance of precision in financial planning.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions about their approach to client management or how they support their Paraplanners' professional development. This shows your genuine interest in the company and the role.