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- Tasks: Join a dynamic team to create bespoke investment portfolios and assist clients in their financial journeys.
- Company: A reputable, independent financial planning firm with over 50 years of heritage in Central London.
- Benefits: Enjoy a competitive salary, flexible working options, and regular team social events.
- Why this job: Be part of a loyal team with high staff retention and no glass ceiling for career growth.
- Qualifications: Must be Chartered qualified with 5+ years of Paraplanning experience and excellent technical knowledge.
- Other info: Work closely with founding partners in a collaborative pod model for enhanced learning.
The predicted salary is between 55000 - 75000 £ per year.
Our client is looking to recruit a Chartered Paraplanner to join their privately owned, independent financial planning business. The business works with private clients, charities and businesses providing independent financial planning and investment management to enable their financial objectives and aspirations. Due to the quality of their service, the business generates most of their new clients through word of mouth referrals.
The company consists of 40 people. In this role, you will be working with one of the founding partners as part of a pod model, consisting of yourself, a Junior Paraplanner and a dedicated Administrator. Therefore, benefiting from being part of a dedicated unit plus a wider team to share ideas and learn from.
Their client bank includes a range of wealth types and at every stage of their financial journey from those starting to grow their assets, through to those drawing income or looking to pass their wealth to the next generation(s). As a Chartered Paraplanner, you will be utilising your technical knowledge and experience to assist in creating bespoke investment portfolios, pensions and inheritance tax.
You will be joining a loyal team with very high staff retention, operating a flat structure with no glass ceiling. This vacancy is available due to the existing incumbent progressing internally.
Chartered Paraplanner Requirements- You must be Chartered qualified
- You must have 5+ years experience as a Paraplanner with excellent technical knowledge
- You must be self-motivated, with the ability to pick things up quickly
- You need to be confident in front of HNW & UHNW clients (you will attend some client meetings)
- Salary of £65,000 - £75,000 plus company benefits
- Ideally office based in their Central London premises, with potential for up to 2 days from home
- Highly collaborative environment, with regular team social activities and events
- Privately owned and managed firm
- Longstanding business with 50+ years heritage
Central London
Chartered Paraplanner in South West London employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner in South West London
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. Attend industry events or seminars in South West London to make connections and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the specific services offered by the company you're applying to. Understanding their approach to bespoke investment portfolios and client management will help you demonstrate your alignment with their values during interviews.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Be ready to share examples of how you've successfully managed client relationships and tailored financial solutions to meet their unique needs.
✨Tip Number 4
Showcase your collaborative skills, as this role involves working closely with a Junior Paraplanner and an Administrator. Highlight any past experiences where teamwork led to successful outcomes, emphasising your ability to contribute to a positive team dynamic.
We think you need these skills to ace Chartered Paraplanner in South West London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered qualifications and relevant experience as a Paraplanner. Emphasise your technical knowledge and any specific achievements that demonstrate your ability to work with HNW and UHNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention your experience in creating bespoke investment portfolios and how you can contribute to their team.
Highlight Team Collaboration Skills: Since the role involves working closely with a Junior Paraplanner and an Administrator, emphasise your teamwork skills. Provide examples of how you've successfully collaborated in previous roles to achieve client objectives.
Prepare for Client Interaction: As you'll be attending client meetings, prepare to discuss your approach to client relationships. Highlight your confidence and ability to communicate complex financial concepts clearly to clients at various wealth stages.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Technical Knowledge
As a Chartered Paraplanner, your technical expertise is crucial. Be prepared to discuss specific financial planning strategies, investment portfolios, and tax implications. Use examples from your past experience to demonstrate your knowledge and how you've applied it in real-world scenarios.
✨Demonstrate Client Interaction Skills
Since you'll be attending client meetings, it's important to convey your confidence in front of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Practice articulating complex financial concepts in a clear and relatable manner, showcasing your ability to build rapport and trust with clients.
✨Emphasise Team Collaboration
This role involves working closely with a Junior Paraplanner and an Administrator. Highlight your experience in collaborative environments and how you contribute to team success. Share examples of how you've worked effectively within a team to achieve common goals.
✨Research the Company Culture
Understanding the company's values and culture is key. Since this firm has a flat structure and high staff retention, express your enthusiasm for being part of a supportive team. Mention any relevant experiences that align with their collaborative and long-standing business ethos.
