At a Glance
- Tasks: Support financial planners and conduct extensive product research for HNW clients.
- Company: Reputable chartered financial planning firm in the City of London.
- Benefits: Up to £70,000 salary, hybrid working, generous holiday, and full study support.
- Other info: Flexible working environment with excellent career progression opportunities.
- Why this job: Join a supportive team and make a real impact in wealth management.
- Qualifications: Minimum 3 years experience and chartered or near completion.
The predicted salary is between 70000 - 70000 £ per year.
We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner. Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.
Role Overview
- Providing technical support to financial planners
- Attending client meetings
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- Cashflow modelling
- IHT Planning
- Writing & tailoring high quality suitability letters based on consultation with the Adviser
- Demonstrating an awareness of compliance & regulations
Key Requirements
- Minimum 3 years experience (essential)
- Experience working with HNW clients (desirable)
- Chartered/ near to completion (essential)
The Package
- Starting salary: up to c£70,000 + bonus
- Hybrid / flexible working
- Generous Pension Scheme
- 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service
- Full study support towards professional qualifications
- Group life assurance
- Income protection
- Vitality Healthcare plus full cover for therapy and counselling
To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.
Senior Paraplanner for HNW Clients | Hybrid & Study Support in London employer: Taylor James Professional Recruitment
Join a highly regarded chartered financial planning firm in the City of London, known for its supportive culture and commitment to employee development. With a focus on wealth management, this role offers hybrid working, generous benefits including a robust pension scheme, and full study support for professional qualifications, making it an ideal environment for experienced paraplanners looking to thrive in their careers.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner for HNW Clients | Hybrid & Study Support in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with HNW clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We want you to shine when discussing cashflow modelling and IHT planning, so practice makes perfect!
✨Tip Number 3
Tailor your approach! When you get the chance to meet potential employers, show them you understand their culture and values. Mention how you align with their supportive environment and commitment to professional development.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that Senior Paraplanner role.
We think you need these skills to ace Senior Paraplanner for HNW Clients | Hybrid & Study Support in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your experience with HNW clients and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your background makes you an ideal candidate for this position.
Showcase Your Technical Skills:Since the role involves providing technical support, be sure to mention your experience with cashflow modelling and IHT planning. We want to see how you can contribute to our team from day one!
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning, especially around cashflow modelling and IHT planning. Familiarise yourself with the latest regulations and compliance standards, as this will show that you're not just experienced but also up-to-date.
✨Tailor Your Approach
When discussing your experience, focus on your work with high-net-worth clients. Share specific examples of how you've provided tailored recommendations and support in previous roles. This will demonstrate your ability to meet the unique needs of their clientele.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture and team dynamics. Inquire about their approach to client meetings and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Showcase Your Commitment to Growth
Highlight your commitment to professional development, especially regarding your chartered status. Discuss how the full study support offered aligns with your career goals and how you plan to leverage it to contribute to the firm’s success.
