Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners in delivering tailored wealth management solutions for high-net-worth clients.
- Company: A leading financial planning firm known for its sophisticated approach.
- Benefits: Competitive salary up to £55k, generous bonuses, and comprehensive benefits.
- Why this job: Join a dynamic team and enhance your skills in a supportive environment.
- Qualifications: Must hold Level 4 Diploma and have experience in complex financial planning.
- Other info: Hybrid working model with excellent career progression opportunities.
The predicted salary is between 39600 - 66000 £ per year.
This HNW financial planning firm, that specialises in complex / sophisticated strategic financial planning for HNW clients is currently seeking a paraplanner to join its team in Surrey (hybrid working).
This firm sees the role of paraplanner as key in the advice process working very closely with the financial planners in providing a team based holistic wealth management approach based around the needs of the client.
The role is supported by experienced administrators so you can stay focussed on your core role. Excellent career and personal development opportunities including full support in further exams / qualifications.
You must be an experienced paraplanner holding full level 4 Diploma status (CII or equivalent) and ideally working towards chartered status and have experience dealing with complex / sophisticated financial planning advice.
Basic salary to £55,000, generous bonus scheme and benefits.
Technical Paraplanner - Surrey - Basic salary to £55k - generous bonus + benefits employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner - Surrey - Basic salary to £55k - generous bonus + benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with HNW clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of complex financial strategies. We want you to shine when discussing how you can contribute to the team-based approach at the firm. Show them you're not just a paraplanner, but a strategic partner!
✨Tip Number 3
Don’t forget to showcase your qualifications! Make sure you highlight your Level 4 Diploma and any progress towards chartered status during conversations. This will help us see your commitment to professional growth and expertise in sophisticated financial planning.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you on board!
We think you need these skills to ace Technical Paraplanner - Surrey - Basic salary to £55k - generous bonus + benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Technical Paraplanner role. Highlight your level 4 Diploma and any relevant qualifications or experiences that showcase your ability to handle complex financial planning.
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 with HNW clients and your approach to holistic wealth management.
Showcase Your Team Spirit: Since we value teamwork, make sure to include examples of how you've successfully collaborated with financial planners in the past. This will show us that you understand the importance of a team-based approach in delivering exceptional client service.
Apply Through Our Website: We encourage you to apply directly 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 MI Search Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Understand the complexities of HNW clients and be ready to discuss specific strategies you've used in the past. This will show that you're not just familiar with the basics, but that you can handle sophisticated financial advice.
✨Showcase Teamwork Skills
Since this role involves working closely with financial planners, be prepared to share examples of how you've successfully collaborated in a team setting. Highlight any experiences where your contributions made a significant impact on client outcomes or team efficiency.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management and their expectations for the paraplanner role. This demonstrates your genuine interest in the position and helps you assess if the company aligns with your career goals.
✨Highlight Your Development Goals
Discuss your aspirations for further qualifications and how they align with the firm's support for personal development. Showing that you're proactive about your professional growth can set you apart from other candidates.
