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: Great career growth opportunities and a culture that values your development.
- Why this job: Join a supportive team and make a real impact in wealth management.
- Qualifications: Minimum 3 years experience and ideally working with HNW clients.
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 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. As a Senior Paraplanner, you will benefit from a hybrid working model, generous holiday allowance, and comprehensive study support, all while working alongside a talented team dedicated to providing exceptional service to high-net-worth clients. This is an excellent opportunity for those seeking meaningful and rewarding employment in wealth management.
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
✨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 yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We want you to feel confident 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 your experience aligns with their supportive environment and team dynamics.
✨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
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 our supportive culture.
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 right from the start!
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 during the process.
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. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely interested in the role.
✨Tailor Your Approach
When preparing for the interview, think about how your past experiences align with the needs of high-net-worth clients. Be ready to share specific examples of how you've provided tailored solutions or support in previous roles.
✨Showcase Your Compliance Awareness
Since compliance is crucial in this field, be prepared to discuss how you've navigated regulations in your previous positions. Highlight any relevant training or certifications that demonstrate your commitment to maintaining high standards.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask during the interview. This could be about the firm's culture, their approach to client relationships, or how they support ongoing professional development. It shows you're engaged and serious about the opportunity.
