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- Tasks: Support advisers in delivering top-notch financial advice and create tailored financial plans.
- Company: Join a leading family office managing over $170Bn for 250+ families worldwide.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Dynamic role with opportunities for growth and exposure to complex client scenarios.
- Why this job: Make a real impact on clients' financial futures while working with a talented team.
- Qualifications: Degree-level education and experience in a Paraplanning role within a regulated firm.
The predicted salary is between 50000 - 60000 £ per year.
Stonehage Fleming is one of the world’s leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people. Stonehage Fleming Wealth Planning is a leading independent advisory business supporting wealthy families and individuals with complex financial affairs. We provide advice across wealth structuring, generational planning, tax and legal considerations, working with approximately 300 families with investable assets of £3 million and above. Our approach is built on technical excellence, collaboration and long-term client relationships.
OVERALL PURPOSE
As a Wealth Planner (paraplanner), you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
- Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients’ individual circumstances and objectives
- Providing technical analysis and professional judgement on existing financial and legal arrangements
- Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long‑term outcomes
- Preparing suitability letters, financial plans and supporting client‑specific documentation and communications
- Attending client meetings where appropriate to support the advice process
- Maintaining up‑to‑date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate
QUALIFICATIONS AND EXPERIENCE
- Likely to be educated to degree or equivalent level
- Minimum Level 4 qualified and working to or already Chartered
- Significant experience in a Paraplanning role within a regulated firm
- Evidence of ability to apply technical product knowledge to client situations in a high net worth environment
- Demonstrable ability to apply technical knowledge pragmatically to real client situations
COMPETENCIES, SKILLS AND BEHAVIOURS
- Excellent organisational skills, able to prioritise and juggle multiple demands on time
- Strong interpersonal skills to work across the business at all levels
- Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing
- High attention to detail and strong numerical capability
- A collaborative team‑focused approach, with a willingness to share knowledge and contribute to collective standards
- Openness to adopting new technology and systems to improve efficiency, quality and client experience
Wealth Planner (Paraplanner) employer: Stonehage Fleming Group
Contact Detail:
Stonehage Fleming Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner (Paraplanner)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with wealth planning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or attend industry events, don’t be shy. Bring along examples of your work or case studies that highlight your technical expertise and problem-solving abilities.
✨Tip Number 3
Prepare for interviews by diving deep into the company’s values and recent projects. Tailor your responses to show how your experience aligns with their mission, especially in delivering high-quality advice to clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Wealth Planner (Paraplanner)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Planner role. Highlight your experience in paraplanning and how it aligns with our focus on delivering high-quality, technically robust advice.
Showcase Your Technical Skills: We love seeing candidates who can demonstrate their technical knowledge. Include specific examples of how you've applied your skills in real client situations, especially in a high net worth environment.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language to explain complex matters, as this reflects the communication skills we value at StudySmarter.
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’re considered for the role without any hiccups!
How to prepare for a job interview at Stonehage Fleming Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth planning and paraplanning. Understand the key financial products and legal considerations that are relevant to high net worth clients. This will help you demonstrate your expertise and show that you're ready to contribute to the team.
✨Showcase Your Collaboration Skills
Since the role involves working closely with advisers and client services teams, be prepared to discuss examples of how you've successfully collaborated in the past. Highlight your ability to communicate complex information clearly and effectively, as this is crucial for building strong client relationships.
✨Prepare for Scenario Questions
Expect to face questions that test your problem-solving skills in real client situations. Think about specific scenarios you've encountered in your previous roles and how you approached them. This will showcase your analytical abilities and your understanding of the nuances involved in wealth planning.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest trends and developments in wealth management and financial planning. Being knowledgeable about current market conditions and regulatory changes will not only impress your interviewers but also demonstrate your commitment to providing informed advice to clients.