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- Tasks: Lead a team of paraplanners and create tailored financial reports.
- Company: Join a chartered firm known for its high-net-worth clientele.
- Benefits: Enjoy a salary up to £70,000, bonuses, and flexible working options.
- Why this job: Be part of a dynamic team making impactful financial decisions.
- Qualifications: Chartered status and 3+ years of paraplanning experience required.
- Other info: Connect with Paul Taylor on LinkedIn for more details.
The predicted salary is between 42000 - 84000 £ per year.
We are partnered with a chartered firm of financial planners to appoint a senior, qualified Paraplanner to head up their paraplanning function. With a client bank of HNW private clientele, this role offers an experienced Paraplanner a real opportunity to act as an integral member of the team. Team leader/managerial experience would prove beneficial but not essential.
Duties & responsibilities (not limited to):
- Lead & manage a team of paraplanners
- Writing and tailoring high quality suitability letters based on consultation with the Financial Planners
- To complete compliant suitability reports
- Dealing with complex investments
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
The Person:
- Chartered status/near to completion (essential)
- Minimum of c3 years + paraplanning experience (essential)
- Manager/team leader experience (essential)
- Exposure to HNW clientele (desirable)
- Excellent working knowledge surrounding the key areas of Financial Planning
In return this opportunity offers a basic salary up to £70,000 + attractive bonus & wider benefits package. Home & flexible working is on offer.
To be considered for this opportunity, please submit the latest version of your CV and/or connect with Paul Taylor on LinkedIn.
Paraplanner Manager employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Manager
✨Tip Number 1
Make sure to highlight your leadership skills and experience in managing teams during any networking opportunities. This role values team management, so discussing your approach to leading a paraplanning team can set you apart.
✨Tip Number 2
Engage with professionals in the financial planning industry on platforms like LinkedIn. Follow key influencers and join relevant groups to stay updated on trends and potentially discover job leads.
✨Tip Number 3
Consider reaching out directly to the hiring manager or team members at the firm. A personal connection can make a significant difference and show your genuine interest in the position.
✨Tip Number 4
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share specific examples of how you've tailored financial solutions to meet their unique needs, as this will resonate well with the firm's clientele.
We think you need these skills to ace Paraplanner Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially any leadership roles you've held. Emphasise your qualifications and any relevant exposure to high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your managerial skills. Mention specific examples of how you've successfully led teams or managed complex projects in the past.
Highlight Relevant Qualifications: Clearly state your chartered status or progress towards it. Include any additional certifications or training that demonstrate your expertise in financial planning and paraplanning.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Showcase Your Leadership Skills
As a Paraplanner Manager, demonstrating your leadership abilities is crucial. Be prepared to discuss your previous experiences in managing teams, how you motivate others, and any strategies you've implemented to improve team performance.
✨Prepare for Technical Questions
Expect to be asked about complex investments and financial products. Brush up on your knowledge of the latest trends and regulations in financial planning, as well as your experience with HNW clients, to showcase your expertise.
✨Tailor Your Suitability Reports
Since writing high-quality suitability letters is a key responsibility, be ready to discuss your approach to creating these documents. Highlight your attention to detail and how you ensure compliance while tailoring reports to meet client needs.
✨Demonstrate Your Research Skills
Extensive product research is essential for this role. Prepare examples of how you've conducted thorough research in the past, the tools you used, and how your findings led to successful recommendations for clients.
