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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: Enjoy 22 days holiday, pension contributions, and funded exams.
- Why this job: Make a real impact in wealth management while growing your career.
- Qualifications: Prior paraplanning experience and excellent communication skills required.
- Other info: Dynamic team environment with opportunities for professional development.
The predicted salary is between 28800 - 43200 £ per year.
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. If you haven't heard from us within 7 days, please assume your application was unsuccessful.
Paraplanner in Guildford employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Guildford
✨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 a lead 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 like they want!
✨Tip Number 3
Don’t forget to showcase your communication skills! Whether it’s in an interview or networking event, practice articulating your thoughts clearly and concisely. This will help you stand out as a team player with a can-do attitude.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner gig! 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 the process.
We think you need these skills to ace Paraplanner in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your paraplanning experience and any relevant skills that match the job description. We want to see how you can bring value to our wealth management team!
Show Off Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear and concise. Use professional language but keep it friendly – we love a bit of personality in applications!
Highlight Relevant Experience: If you've worked in an Independent Financial Advice firm or have experience with high-net-worth clients, make sure to mention it! We’re looking for someone who can hit the ground running, so showcase your relevant experience.
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 updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and any relevant financial services experience. Be ready to discuss specific cases or scenarios you've handled, especially those involving high-net-worth clients or inheritance tax planning.
✨Show Off Your Detail Orientation
Since the role requires a detail-oriented approach, prepare examples that showcase your attention to detail. Think about times when your thoroughness made a difference in client onboarding or portfolio administration tasks.
✨Communicate Clearly
Excellent communication skills are a must for this role. Practice articulating your thoughts clearly and concisely. You might even want to rehearse common interview questions with a friend to ensure you come across as confident and articulate.
✨Be Proactive
Demonstrate your proactive attitude by preparing thoughtful questions about the company and the team. This shows you're genuinely interested in the role and ready to contribute from day one. Ask about their approach to client service or how they support professional development.
