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- Tasks: Lead a team in financial planning and client administration, ensuring top-notch service and compliance.
- Company: A leading wealth management firm known for its supportive culture in Chester.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real difference in clients' lives while enhancing your leadership skills.
- Qualifications: Professional qualification and experience in managing teams in the HNW sector.
- Other info: Join a dynamic team with opportunities for growth and innovation.
The predicted salary is between 43200 - 72000 £ per year.
A leading wealth management firm in Chester is seeking a Financial Planning Manager to oversee Paraplanning and client administration, ensuring compliance and efficiency. The ideal candidate will have a professional qualification and proven experience in managing teams within the HNW private client sector. This role involves enhancing internal processes and maintaining high client service standards, contributing to a dynamic and supportive financial planning environment.
Head of Advice Operations & Paraplanning in Chester employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Advice Operations & Paraplanning in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and client service, so you can showcase how your experience aligns with their values during the chat.
✨Tip Number 3
Practice your pitch! Be ready to explain how your background in managing teams and enhancing processes can benefit their operations. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Let’s get you that dream job!
We think you need these skills to ace Head of Advice Operations & Paraplanning in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your qualifications and any relevant experience in managing teams within the HNW private client sector.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Head of Advice Operations & Paraplanning role. Share specific examples of how you've enhanced internal processes and maintained high client service standards in your previous roles.
Showcase Your Qualifications: Since a professional qualification is key for this role, be sure to prominently display yours. Let us know how your qualifications have prepared you for overseeing Paraplanning and client administration.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around paraplanning and compliance. Familiarise yourself with the latest regulations and best practices in the HNW private client sector to show that you're not just qualified, but also current.
✨Showcase Your Leadership Skills
Since this role involves managing teams, be ready to discuss your leadership style and past experiences. Prepare examples of how you've successfully led teams, improved processes, or enhanced client service standards in previous roles.
✨Understand Their Culture
Research the firm’s values and culture. Be prepared to explain how your personal values align with theirs and how you can contribute to a dynamic and supportive environment. This shows that you’re not just looking for any job, but that you’re genuinely interested in being part of their team.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask at the end of the interview. This could include inquiries about their approach to client service or how they measure success in the paraplanning team. It demonstrates your interest in the role and helps you assess if it’s the right fit for you.
