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- Tasks: Assist Financial Planners with clients, conduct product research, and write suitability reports.
- Company: Join a top-tier HNW Wealth Planning company in Surrey with a collaborative culture.
- Benefits: Enjoy flexible/hybrid working options and a competitive salary with great company perks.
- Why this job: Be client-facing and work closely with Financial Planners in a supportive environment.
- Qualifications: Experience as a Paraplanner or in senior Sales Support; Level 4 qualification preferred but not essential.
- Other info: Opportunity for career growth and role customization based on your strengths.
The predicted salary is between 36000 - 60000 £ per year.
Role
Nigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner.
You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in their office) and dealing with client directly. You will build a strong rapport with both the Financial Planners and clients you are assigned to, offering a truly first-class end to end service. Our client would offer flexible/hybrid working but most of the week you would be expected to be in the office 3-4 days.
Requirements
To be considered for this role you will have experience working as a Paraplanner or in a senior Sales Support function within a financial planning practice. You will be ideally Level 4 qualified, but this is not essential as long as you have the relevant experience. You will be used to dealing with HNW clients, mainly pre and/or at retirement. You will also demonstrate the right characteristics by being hard working and professional in nature.
Why join?
You will be joining a brilliant business with a fantastic culture and a highly collaborative working environment. This will be a great opportunity to work alongside Financial Planners and be truly client facing given you will liaise with clients directly. Our client is highly adaptable in their approach when hiring and prefer the focus to be on getting the right people into the business to mould the role around them. They also are supportive and help drive their employees’ careers forward by offering plenty of scope in the business. For the right person they would look to offer a highly attractive basic salary and company benefits.
What next?
If you would like to find out more about this great role and client please apply below!
Senior Paraplanner employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Make sure to highlight your experience with HNW clients during any conversations or networking opportunities. This will show that you understand the unique needs and expectations of this clientele.
✨Tip Number 2
Demonstrate your knowledge of financial products and suitability reports in discussions. Being able to speak confidently about these topics will set you apart as a knowledgeable candidate.
✨Tip Number 3
Engage with current employees on platforms like LinkedIn to gain insights into the company culture and what they value in a Paraplanner. This can help you tailor your approach when you apply.
✨Tip Number 4
Be prepared to discuss how you can contribute to a collaborative working environment. Share examples from your past experiences where teamwork led to successful outcomes.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior Paraplanner position. Understand the responsibilities and requirements, especially the importance of client interaction and product research.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience as a Paraplanner or in a senior Sales Support role. Mention specific examples of how you've worked with HNW clients and contributed to financial planning.
Showcase Your Skills: Demonstrate your skills in writing suitability reports and conducting product research. Provide examples of how you have built rapport with clients and Financial Planners in previous roles.
Tailor Your Application: Customize your application to reflect the culture and values of the company. Mention your adaptability and willingness to work in a collaborative environment, as these traits are valued by the employer.
How to prepare for a job interview at Nigel James Associates Ltd
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Paraplanner or in a senior Sales Support role. Highlight specific examples of how you've assisted Financial Planners and dealt with HNW clients, especially during pre-retirement or retirement planning.
✨Demonstrate Rapport-Building Skills
Since building strong relationships is key in this role, think of instances where you've successfully built rapport with clients or colleagues. Share these stories to illustrate your interpersonal skills and professionalism.
✨Research the Company Culture
Understand the company's culture and values before the interview. Be ready to discuss how your work ethic and professional nature align with their collaborative environment, showing that you would be a great fit for their team.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready to ask the interviewers about the role, team dynamics, and opportunities for career growth. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
