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For Companies At a Glance
- Tasks: Create personalised financial plans and support clients with expert advice.
- Company: Established wealth management firm focused on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in wealth management and knowledge of financial planning essentials.
- Other info: Opportunity for career advancement and ongoing training.
An established wealth management firm is seeking an experienced Paraplanner / Client Manager to support a Director and deliver high-quality, client-focused financial planning.
Key responsibilities:
- Preparing tailored financial plans, cashflow models and review reports
- Researching pensions, investments and tax planning solutions
- Producing compliant suitability reports and client meeting packs
- Liaising with clients, providers and internal teams to progress cases
Requirements:
- Experience as a Paraplanner or Client Manager within wealth management
- Strong knowledge of investments, pensions and tax planning
- Level 4 Diploma in Financial Planning (or working towards Chartered)
- Confident using financial planning software (e.g. Voyant)
Benefits:
Paraplanner in Liverpool employer: Staff Power Group
Contact Detail:
Staff Power Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Liverpool
✨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 a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning software and current market trends. We want you to be able to impress with your expertise, so practice answering common interview questions related to pensions, investments, and tax planning.
✨Tip Number 3
Showcase your skills through real-life examples! When chatting with potential employers, share specific instances where you've successfully prepared financial plans or liaised with clients. This will help them see how you can add value to their team.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team in the wealth management space.
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in wealth management and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past roles where you've prepared financial plans or liaised with clients. This helps us see how you’ve applied your knowledge in real-world situations.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon unless it’s necessary. Make sure we can easily understand your experience and how it relates to the role of a Paraplanner.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Staff Power Group
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax planning. Familiarise yourself with the latest trends and regulations in wealth management, as this will show your potential employer that you're serious about the role.
✨Tailor Your Financial Plans
Prepare a few examples of tailored financial plans or cashflow models you've worked on in the past. Being able to discuss these in detail will demonstrate your hands-on experience and ability to deliver high-quality, client-focused financial planning.
✨Practice Makes Perfect
Rehearse common interview questions related to paraplanning and client management. Think about how you would explain complex financial concepts in simple terms, as this is crucial when liaising with clients and internal teams.
✨Show Your Software Savvy
If you're confident using financial planning software like Voyant, be ready to discuss how you've used it in your previous roles. Highlight any specific features you find particularly useful and how they enhance your workflow.
