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- Tasks: Support a Private Client Director in delivering exceptional financial planning services.
- Company: Join an award-winning wealth management firm known for its client-focused culture.
- Benefits: Enjoy flexible hybrid working and a competitive salary of £60,000 - £65,000.
- Why this job: Be part of a supportive team that values expertise and encourages professional growth.
- Qualifications: Experience in paraplanning with HNW clients; Chartered status preferred.
- Other info: Opportunity to work in a diverse environment with a commitment to ethical practice.
The predicted salary is between 60000 - 65000 £ per year.
Paraplanner Opportunity – Elevate Your Career in Financial Planning – with work from home.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients. This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.
Why Join This Team? This organisation is a leading boutique IFA firm specialising in wealth planning, asset management, and employee benefits. Independence allows for truly objective advice centered on client interests, delivered by a team with deep expertise. The firm has been recognised with Corporate Chartered status, representing the highest standards of ethical practice, professionalism, and commitment to quality. It has also been awarded accolades such as Best Financial Advisers to Work For, reflecting its supportive, inclusive, and diverse working environment.
Salary for the Paraplanner role is £60,000 – £65,000
Key Responsibilities:
- Prepare for and participate in client meetings, taking detailed notes and addressing post-meeting technical queries.
- Collect and analyse comprehensive client data for detailed reporting.
- Develop clear and comprehensive suitability letters.
- Create and present personalised lifetime cashflow models, addressing client queries and potential scenarios.
- Craft financial plans that include legacy and tax planning, wealth management, and contingency strategies.
- Conduct ongoing client reviews and manage complex inquiries.
- Stay updated on regulatory changes to ensure compliance and keep the team informed.
- Work closely with technical teams to maintain a consistent, high-quality client experience.
- Support and guide administrative staff on technical matters when required.
Ideal Candidate Profile:
- Experience: Experienced in aparaplanning role within the independent financial services sector, handling sophisticated HNW clients.
- Qualifications: Chartered Financial Planner status or progressing towards it, with AF1 and AF8 modules completed.
- Skills: Strong understanding of asset allocation, investment products, tax planning, and pension transfers. Familiarity with more specialized investment products (e.g., VCTs, EIS) and cashflow modeling tools like Voyant is advantageous.
- Competencies: Proactive problem-solver, analytical thinker, and team player with excellent communication skills.
- Technology: Proficient with Intelliflo and cashflow modeling software.
Work Environment & Benefits: The role is based in Farringdon, London, with a flexible hybrid working arrangement and a requirement to attend most London-based client meetings.
Advance Your Paraplanning Career This is an opportunity for a dedicated professional to join a team that values expertise, encourages growth, and strives for excellence in client service. If you are motivated to deliver high-quality financial planning and thrive in a collaborative environment, consider applying today.
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Paraplanner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the culture at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and asset allocation. Being knowledgeable about current market conditions and investment products will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with cashflow modelling tools, particularly Voyant. Highlight any specific projects where you've successfully used these tools to create financial plans for clients.
✨Tip Number 4
Showcase your proactive problem-solving skills by preparing examples of how you've addressed complex client inquiries in the past. This will demonstrate your ability to handle the responsibilities of the Paraplanner role effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, especially with high-net-worth clients. Emphasise relevant qualifications like Chartered Financial Planner status and any specific skills related to asset allocation and investment products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention your experience with client meetings and your ability to create detailed financial plans, as these are key responsibilities of the role.
Showcase Relevant Skills: In your application, clearly outline your proficiency with tools like Intelliflo and cashflow modelling software. Highlight your analytical thinking and problem-solving abilities, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial planning industry.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Financial Planning Fundamentals
Brush up on your knowledge of asset allocation, investment products, and tax planning. Be prepared to discuss how these elements play a role in creating comprehensive financial plans for high-net-worth clients.
✨Demonstrate Your Client-Facing Skills
Since this role involves direct interaction with clients, showcase your communication skills. Prepare examples of how you've effectively managed client relationships and addressed their needs in previous roles.
✨Familiarise Yourself with Relevant Software
Make sure you're comfortable discussing tools like Intelliflo and cashflow modelling software such as Voyant. If you have experience with these, be ready to share specific instances where they helped you in your paraplanning tasks.
✨Prepare for Technical Questions
Expect questions that test your analytical thinking and problem-solving abilities. Think of scenarios where you've had to tackle complex inquiries or regulatory changes, and be ready to explain your thought process.
