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- Tasks: Support advisers in delivering high-quality financial advice and analysis.
- Company: Leading independent advisory firm focused on wealthy families and individuals.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Join a dynamic team that values collaboration and technical excellence.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: Level 4 qualified with significant paraplanning experience in a regulated firm.
The predicted salary is between 50000 - 60000 £ per year.
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.
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:
- Minimum Level 4 qualified and working to or already Chartered, with 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) in London employer: Stonehage Fleming
Contact Detail:
Stonehage Fleming Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner (Paraplanner) in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Wealth Planner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical expertise and experience in paraplanning. We want to see how you can apply your knowledge to real client situations, so share examples of your past work and how it made a difference!
✨Be Prepared for Interviews
Do your homework before any interview! Understand the company’s approach to wealth planning and be ready to discuss how you can contribute to their goals. We recommend preparing questions that show your interest in their processes and how you can fit into their collaborative team.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows you’re genuinely interested in joining our team at Stonehage Fleming. Plus, it gives us a chance to see your application in the best light possible. Let’s get you started on this exciting journey together!
We think you need these skills to ace Wealth Planner (Paraplanner) in London
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 the responsibilities mentioned in the job description. We want to see how you can contribute to our collaborative team!
Showcase Your Technical Skills: Since this role requires a strong technical background, don’t shy away from showcasing your qualifications and experience. Mention specific financial planning tools or techniques you've used, as well as any relevant certifications. We love seeing that expertise shine through!
Communicate Clearly: Your written communication skills are crucial for this position, so ensure your application is clear and concise. Use straightforward language to explain complex concepts, just like you would when preparing client documentation. We appreciate clarity and attention to detail!
Apply Through Our Website: We encourage you to submit your application directly 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 Stonehage Fleming!
How to prepare for a job interview at Stonehage Fleming
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth planning and financial analysis. Familiarise yourself with the latest products, solutions, and planning techniques that are relevant to high net worth clients. This will not only help you answer questions confidently but also show that you're committed to staying informed.
✨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 any experiences where teamwork led to improved client outcomes or enhanced processes, as this will demonstrate your ability to fit into their collaborative culture.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that test your analytical skills and judgement. Think about complex client situations you've encountered before and how you approached them. Be ready to explain your thought process and the rationale behind your decisions, as this will showcase your problem-solving abilities.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. During the interview, focus on clear and effective communication, both verbally and in writing. This is crucial for a Wealth Planner, as you'll need to convey intricate details to clients who may not have a financial background. A strong ability to communicate will set you apart.