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For Companies At a Glance
- Tasks: Support Advisers by conducting research, preparing reports, and managing client communications.
- Company: Join an award-winning Chartered Financial Planning firm focused on bespoke Wealth Planning for HNW clients.
- Benefits: Enjoy hybrid working with 3 days in the office and 2 days from home, plus corporate perks.
- Why this job: Be part of a growing team that values professional development and client relationships.
- Qualifications: Level 4 CII Diploma in Financial Planning and 3 years of Paraplanning experience required.
- Other info: Ideal for those with a 'can do' attitude and strong analytical skills.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
An Award-winning Chartered Financial Planning firm are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to HNW clients and is part of a UK wide financial planning Group that is continuing to grow.
This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support. You will be the Paraplanning support for 1-2 Advisers and working with one Administrator across HNW and UHNW clients.
- Conducting extensive research and providing Advisers with technical assessments and reports
- Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
- Manage complex cases and find solutions to technical problems
- Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
- Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
- Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
- Translate complex information into easy-to-understand client correspondence
- Obtaining a selection of product quotes including personalised illustrations / key features documents / product literature / fund factsheets
- Ongoing review of existing portfolios and review client cash holdings on platforms
We are looking for a professional, experienced Paraplanner with high attention to detail and comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. You will have a "can do" attitude with an analytical and problem-solving approach. You will have experience of being client facing and be an excellent communicator and relationship builder.
Essential Requirements:
Level 4 – CII Diploma of Financial Planning (or CISI/LIBF), ideally progressing towards Chartered status.
Minimum of 3 years Paraplanning experience.
Experience of interacting with HNW clients.
NB: This company offers Hybrid working – 3 days in the office, 2 days from home.
Paraplanner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning, especially those affecting HNW clients. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the financial planning sector, particularly those who work with HNW clients. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your problem-solving skills and technical knowledge. Being able to articulate how you've successfully managed complex cases will set you apart from other candidates.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts in simple terms. This is crucial for engaging with clients who may challenge advice, and demonstrating this ability can make a strong impression during interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, especially your work with HNW clients. Emphasise your Level 4 CII Diploma and any progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical skills and problem-solving approach. Mention specific examples of how you've provided technical advice and managed complex cases in the past.
Showcase Your Communication Skills: In your application, demonstrate your ability to translate complex financial information into easy-to-understand terms. This is crucial for engaging with clients who may challenge advice.
Highlight Your Teamwork Experience: Since the role involves working closely with advisers and administrators, include examples of successful collaboration in your previous roles. This will show your ability to be a supportive team member.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your comprehensive understanding of Investment, Tax, Trust, and Pension products. Be prepared to discuss specific cases where you've applied this knowledge to solve complex problems for HNW clients.
✨Prepare for Client Interaction Scenarios
Since the role involves engaging with well-informed clients, practice how you would handle challenging questions or objections. Think of examples from your past experience where you successfully navigated difficult conversations.
✨Highlight Your Attention to Detail
Attention to detail is crucial in this role. Bring examples of how your meticulous nature has positively impacted your work, such as producing compliant suitability letters or preparing accurate cashflow models.
✨Demonstrate Your Problem-Solving Skills
The ability to manage complex cases and find solutions is key. Prepare to discuss specific instances where you've identified a problem and implemented a successful solution, showcasing your analytical approach.
