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For Companies At a Glance
- 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: Opportunity to grow in a dynamic environment with a focus on innovation and teamwork.
- 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
Contact Detail:
Stonehage Fleming 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, like financial plans or cashflow models, to demonstrate your expertise and how you can add value.
✨Tip Number 3
Be proactive! If you see a company you admire, reach out directly. Send a friendly email expressing your interest in their work and ask if they have any upcoming opportunities. It shows initiative and could put you on their radar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills effectively. Plus, it’s a great way to ensure your application gets seen by the right people.
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 examples of how you've applied your expertise in financial planning and analysis to real client situations, especially in a high net worth environment.
Communicate Clearly: Your written communication skills are crucial for this role. Ensure your application is clear, concise, and free from jargon. We want to see how you can explain complex matters simply and effectively.
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. Plus, it shows you’re keen to join our team!
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 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 from day one.
✨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 effectively and work as part of a team, as this is crucial for delivering high-quality advice.
✨Prepare for Scenario Questions
Expect to face questions that test your problem-solving skills in complex client scenarios. Think about real-life situations you've encountered and how you approached them. Be ready to explain your thought process and the outcomes, as this will showcase your analytical abilities.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest trends and changes in wealth management and financial planning. Being knowledgeable about current events and innovations in the industry will not only impress your interviewers but also show your commitment to continuous learning and improvement.