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- Tasks: Lead Paraplanning and client administration while ensuring compliance with financial legislation.
- Company: A top wealth management firm based in Chester, known for its supportive culture.
- Benefits: Competitive salary, flexible working options, and comprehensive benefits package.
- Why this job: Make a real difference in clients' financial journeys while leading a dynamic team.
- Qualifications: Proven experience in managing Paraplanning teams and strong financial planning knowledge.
- Other info: Join a forward-thinking firm with opportunities for professional growth and development.
The predicted salary is between 43200 - 72000 £ per year.
A leading wealth management firm in Chester is seeking a Financial Planner to join their Financial Planning team. You will manage Paraplanning and client administration processes while ensuring compliance with legislation.
The ideal candidate will have proven experience in managing ParaPlanning teams and a strong understanding of financial planning. This role offers an opportunity to support client needs across various locations with competitive benefits.
Head of Paraplanning & Advice Operations in Chester employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Paraplanning & Advice Operations 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 paraplanning, so you can showcase how your experience aligns with their needs. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in managing paraplanning teams and how you ensure compliance with legislation. Confidence is key, and we believe in you!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get your application noticed. Plus, we’re always looking for talented individuals like you to join our team in making a difference in financial planning.
We think you need these skills to ace Head of Paraplanning & Advice Operations in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Head of Paraplanning & Advice Operations role. Highlight your management experience in ParaPlanning teams and any relevant financial planning qualifications.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've successfully managed client administration processes and ensured compliance with legislation in your previous roles.
Showcase Your Compliance Knowledge: Since compliance is key in this role, be sure to mention any relevant experience you have in adhering to financial regulations. This will show us that you understand the importance of compliance in wealth management.
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
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends and regulations in the industry, as well as the specific compliance requirements that the firm adheres to. This will show that you're not just experienced but also current and proactive.
✨Showcase Your Leadership Skills
Since you'll be managing Paraplanning teams, be ready to discuss your leadership style and past experiences. Prepare examples of how you've successfully led teams, resolved conflicts, or improved processes. This will demonstrate your capability to manage and inspire others.
✨Understand Their Client Base
Research the firm's client demographics and the types of services they offer. Be prepared to discuss how you can tailor financial advice to meet diverse client needs. This shows that you’re not only interested in the role but also in the clients they serve.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. Inquire about their approach to client management or how they measure success in the Paraplanning team. This not only shows your interest but also helps you gauge if the firm aligns with your values and career goals.
