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- Tasks: Join us as a Paraplanner, crafting wealth strategies for high-net-worth clients.
- Company: Tate partners with a growing wealth management firm in Bishop's Stortford.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and excellent benefits.
- Why this job: Be part of an ambitious team, making a real impact in wealth management.
- Qualifications: Diploma level 4 or close, with a passion for financial planning and complex investments.
- Other info: Apply early; interviews are ongoing, and we prioritize your comfort and accessibility.
Paraplanner.
Salary: 45k to 50k plus discretionary bonus and excellent benefits
Location: Bishop’s Stortford, Office Based (5 days per week)
About the Company:
Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. As part of their ambitious growth plans, they are seeking a Paraplanner/Technical Manager, reporting directly to the Head of Wealth Planning.
Duties and Responsibilities of the Paraplanner:
- Work with advisers, relationship managers and when required, independently, to construct and develop wealth planning strategies for business owners and wealthy individuals and families, covering a range of complexity.
- Ensure the strategies are documented in Wealth Proposals and Recommendation Letters in a timely manner and within the company’s governance and compliance framework.
- Create and maintain excellent working relationships with both internal and external stakeholders, such as clients, advisers, our client services and investment operations teams, professional connections, product providers and so on.
- Provide technical support enhancing the service provided and enabling positive customer outcomes in relation to both FCA regulated and non-FCA regulated products and services.
- Conduct research and monitoring of solutions within the company’s governance framework.
- Identify the impact of any changes in legislation and assess the impact on the group’s clients, implementing the appropriate changes to the Wealth Planning Governance policy and formulating solutions for clients.
Knowledge, Skills and Experience
- A deep understanding of the fundamental aspects of wealth planning and the core best practice principles for HNW and UHNW individual and corporate clients, including a technical and practical knowledge of financial planning and complex investments, custody services and corporate solutions.
- Practical experience of more complex solutioning including estate planning strategies for UHNW families and onshore and offshore structuring for UK residents. This includes the role of special purpose vehicles, such as family investment companies, holding companies and trusts.
- Experience of in-house investment management proposition.
- Qualified to Diploma level 4 (or close to) with the desire to progress to level 6, and maybe other qualifications such as STEP, IMC and so on.
Key Competencies:
- To work accurately and with an attention to detail.
- Be organised with the ability to prioritise and balance multiple tasks.
- Dig beneath the facts to identify key or underlying issues in complex situations.
- Ensure familiarity with the Group’s compliance and risk management programmes including the accurate maintenance of CPD records.
- Ability to recommend new and innovative ways of working including the use of developing technology.
- Maintain a mature, constructive and professional presence in all circumstances.
- Becomes recognised as a credible source of information.
- Maintains and builds expertise to contribute to the success of the business, raising the team’s technical skills and expertise.
- Able to foster collaborative relationships across functions and businesses to facilitate cooperation and information exchanges that improve customer and business outcomes.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Paraplanner employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the specific wealth management services offered by the company. Understanding their unique client proposition will help you tailor your discussions and demonstrate your genuine interest in their approach during the interview.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience with high-net-worth individuals. This can provide you with insights into best practices and current trends that you can discuss in your interview.
✨Tip Number 3
Stay updated on recent changes in legislation affecting wealth planning. Being knowledgeable about these changes will not only enhance your credibility but also show your proactive approach to the role of a Paraplanner.
✨Tip Number 4
Prepare to discuss your experience with complex financial solutions, particularly in estate planning and investment strategies. Highlighting relevant examples from your past work will help illustrate your capability to handle the responsibilities of this position.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and requirements of the Paraplanner position. Highlight your relevant experience in wealth planning and technical support in your application.
Tailor Your CV: Customize your CV to reflect the skills and experiences that align with the job description. Emphasize your knowledge of financial planning, complex investments, and any relevant qualifications like Diploma level 4 or STEP.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to build relationships with clients and stakeholders. Mention specific examples of how you've successfully implemented wealth planning strategies in the past.
Highlight Your Technical Skills: Make sure to detail your technical skills related to FCA regulated products and services, as well as your experience with estate planning strategies. This will demonstrate your capability to provide the necessary support in this role.
How to prepare for a job interview at Tate
✨Understand Wealth Planning Fundamentals
Make sure you have a solid grasp of wealth planning principles, especially for high-net-worth individuals. Be prepared to discuss your knowledge of complex investments and financial planning strategies during the interview.
✨Showcase Your Technical Skills
Highlight your experience with estate planning strategies and your understanding of onshore and offshore structuring. Be ready to provide examples of how you've applied these skills in previous roles.
✨Demonstrate Relationship-Building Abilities
Since the role involves working closely with various stakeholders, be prepared to discuss how you've successfully built and maintained relationships in past positions. Share specific instances where your collaboration led to positive outcomes.
✨Be Familiar with Compliance and Governance
Research the company's compliance and risk management frameworks. During the interview, express your understanding of these areas and how you ensure adherence to governance policies in your work.
