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- Tasks: Support advisors in delivering exceptional service and manage high-net-worth client portfolios.
- Company: Join a busy wealth management team focused on client success.
- Benefits: 22 days holiday, pension contributions, and funded exams.
- Why this job: Make a real impact in wealth management while growing your career.
- Qualifications: Paraplanning experience and excellent communication skills required.
- Other info: Dynamic team environment with opportunities for professional development.
The predicted salary is between 28800 - 48000 £ per year.
Do you have Paraplanning experience? Have you worked in an Independent Financial Advice firm previously? Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team?
Benefits:
- 22 days holiday plus bank holidays; office closed over Christmas.
- Pension contribution.
- Exams funded.
About the Company:
Our clients are seeking a detail-oriented and proactive Paraplanner to join their busy wealth management team. The successful candidate will support their advisors in delivering exceptional service to clients, working closely with senior team members on high-net-worth client portfolios, inheritance tax planning, and pensions consolidation.
Key Duties for this Paraplanner role:
- Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
- Process investment instructions and support portfolio administration tasks.
- Liaise with investment platforms to ensure accurate settlements and reconciliations.
- Support advisors with diary management and general office administration.
Skills Required for this Paraplanner role:
- Prior paraplanning or financial services experience (minimum 6 months preferred).
- Ideally started professional exams or fully qualified.
- Excellent written and verbal communication skills.
- Team player with a proactive, can-do attitude.
Apply Today for This Paraplanner Role: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided.
Paraplanner in Esher employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Esher
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of KYC/AML checks and investment platforms. Being able to discuss these topics confidently will show potential employers that you're detail-oriented and proactive, just what they're looking for!
✨Tip Number 3
Don’t forget to showcase your communication skills! Whether it’s during an interview or networking event, practice articulating your thoughts clearly and concisely. This will help you stand out as a team player who can effectively support advisors.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We’re here to help you every step of the way, so don’t hesitate to reach out if you need any tips or guidance during your job search.
We think you need these skills to ace Paraplanner in Esher
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant roles in independent financial advice firms. We want to see how your skills match the job description, so don’t be shy about showcasing your detail-oriented nature!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our busy wealth management team. Mention your proactive attitude and how you can support our advisors in delivering exceptional service.
Show Off Your Communication Skills: Since excellent written and verbal communication skills are key for this role, make sure your application reflects that. Keep your language clear and professional, but don’t forget to let your personality shine through!
Apply Promptly: Don’t wait around! The sooner you apply through our website, the better your chances of reaching the interview stage. We’re excited to hear from proactive candidates like you, so get your application in today!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Paraplanning Stuff
Make sure you brush up on your paraplanning knowledge before the interview. Be ready to discuss your previous experience in detail, especially any work you've done in independent financial advice firms. This will show that you understand the role and can hit the ground running.
✨Show Off Your Detail Orientation
Since this role requires a detail-oriented approach, prepare examples of how you've demonstrated this in past roles. Whether it's through meticulous documentation or ensuring compliance with KYC/AML checks, having specific instances ready will highlight your suitability for the position.
✨Communicate Like a Pro
Excellent communication skills are a must for this job. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so being able to simplify these for clients or team members will be key.
✨Be a Team Player
This role involves working closely with advisors and other team members, so be prepared to discuss how you collaborate effectively. Share examples of how you've supported colleagues in the past, whether through diary management or assisting with portfolio administration tasks.
