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- Tasks: Support high-net-worth clients with tailored financial planning and detailed reports.
- Company: Join an award-winning Chartered financial planning firm known for excellence.
- Benefits: Enjoy hybrid working options and a collaborative team culture.
- Why this job: Be part of a dynamic team, mentoring others while making a real impact on clients' lives.
- Qualifications: 5+ years in IFA/paraplanning, CII Chartered, and expertise in complex investment strategies required.
- Other info: Leadership opportunities available for those interested in mentoring junior staff.
The predicted salary is between 43200 - 72000 £ per year.
An award-winning, Chartered financial planning firm is seeking a highly experienced Senior Technical Paraplanner to support its high-performing Private Client team. This client-facing role involves delivering holistic financial planning to HNW clients with complex needs.
You will be working closely with advisers and clients, producing detailed cashflow models, suitability reports, and bespoke financial plans covering tax, estate, and investment strategies. Ideally, you will also oversee and mentor a junior Paraplanner with potential to become an official Team Leader in the future, although leadership responsibilities are not essential if this isn’t something you wanted to do.
You will have 5+ years’ IFA/paraplanning experience, be CII Chartered, and have a strong understanding of asset allocation, tax, pensions, and complex investment products.
Our client offers hybrid working with 2-3 days a week working from home.
If you’re a detail-oriented problem solver who thrives in a collaborative, client-focused environment—apply now.
Senior Chartered Paraplanner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Chartered Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or in similar roles. Attend industry events or webinars to connect with potential colleagues and learn more about the specific skills and experiences that are valued in this position.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting high-net-worth clients. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss your experience with cashflow modelling and suitability reports in detail. Be ready to provide examples of how you've successfully navigated complex financial situations for clients, showcasing your problem-solving skills and attention to detail.
✨Tip Number 4
If you're interested in mentoring or leadership, think about how you can highlight your ability to support and develop junior team members. Even if you don't want a formal leadership role, showing that you can foster a collaborative environment will be a plus.
We think you need these skills to ace Senior Chartered Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of IFA/paraplanning experience. Emphasise your Chartered status and any specific skills related to asset allocation, tax, pensions, and complex investment products.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience in delivering holistic financial planning and how you can contribute to the Private Client team.
Showcase Relevant Experience: Provide examples of your previous work that demonstrate your ability to produce detailed cashflow models, suitability reports, and bespoke financial plans. Highlight any mentoring or leadership experience, even if it's informal.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial for a Senior Chartered Paraplanner.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Technical Expertise
As a Senior Chartered Paraplanner, it's crucial to demonstrate your in-depth knowledge of financial planning. Be prepared to discuss your experience with cashflow models, suitability reports, and complex investment strategies. Highlight specific examples from your past roles that showcase your technical skills.
✨Emphasise Client-Centric Approach
This role is client-facing, so it's important to convey your ability to build strong relationships with high-net-worth clients. Share anecdotes that illustrate how you've successfully addressed complex client needs and provided tailored financial solutions.
✨Discuss Mentorship Experience
Even if you’re not looking for a leadership role, mentioning any experience mentoring junior staff can set you apart. Talk about how you've supported others in their professional development and how you can contribute to the growth of the team.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Prepare by thinking through potential challenges you might encounter in the role and how you would approach them, particularly in relation to tax, estate, and investment strategies.
