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- Tasks: Support high-net-worth clients and mentor junior consultants while conducting financial analysis.
- Company: Join a top-rated independent financial advice firm with a stellar reputation.
- Benefits: Enjoy hybrid working, a competitive salary, bonuses, and comprehensive benefits.
- Why this job: Be part of an award-winning team that values professional growth and integrity.
- Qualifications: Must be Chartered via CII with 3+ years in a similar role.
- Other info: Opportunities for further financial planning exams and ongoing development.
The predicted salary is between 60000 - 65000 £ per year.
A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice is looking to expand their Private Client team by hiring a Chartered Senior Paraplanner to support a Financial Adviser directly. You will join a team that has been awarded the "Best Financial Adviser to Work For" award multiple years in a row. This company offers a trustworthy and integrated approach to financial advice, with core values at the heart of their business. They have an excellent industry reputation and are growing their team.
Requirements:
- To be considered, candidates must be Chartered via the CII and have at least 3 years of relevant experience in a similar role.
Key Responsibilities:
- Support high-net-worth clients with complex cases
- Mentor a Junior Technical Consultant
- Research and analyze financial information
- Prepare product suitability letters and reports
- Conduct cash flow modeling
- Develop financial plans with the Adviser
- Stay updated on technical, legislative, and regulatory changes
- Supervise the work of Administrators
This role offers professional development opportunities, including support to pursue further Financial Planning exams.
Candidate Requirements:
- At least 3 years of experience in a Paraplanning role
- Chartered Financial Planner status by CII
- Experience with IO (desirable)
- Proven support experience to Financial Planners
- Excellent knowledge of investment, life, and pension products, and current legislation
- Experience with cash flow modeling
What’s on Offer:
- Salary up to £65,000
- Discretionary annual bonus of 10%
- 7.5% Employer Pension contribution
- Hybrid working (2 days in the London office)
- Comprehensive benefits and bonus package
- Private Medical Insurance
- Ongoing learning and development opportunities
Chartered Senior Paraplanner employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Stay updated on the latest trends and changes in financial legislation and products. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported financial planners in the past. Highlight your experience with complex cases and cash flow modelling, as these are key responsibilities for the Chartered Senior Paraplanner role.
✨Tip Number 4
Research the company’s values and recent achievements, such as their awards for being a great place to work. Tailor your conversations during interviews to reflect how your personal values align with theirs, showcasing why you would be a great fit for their team.
We think you need these skills to ace Chartered Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered status and relevant experience in paraplanning. Emphasise your skills in supporting high-net-worth clients and any mentoring experience you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your alignment with the company's core values. Mention specific achievements in your previous roles that demonstrate your expertise and commitment.
Highlight Relevant Experience: In your application, clearly outline your experience with cash flow modelling and preparing product suitability letters. Use examples to illustrate how you've successfully supported Financial Planners in the past.
Showcase Continuous Learning: Mention any ongoing professional development or further Financial Planning exams you are pursuing. This shows your commitment to staying updated on industry changes and improving your skills.
How to prepare for a job interview at TN United Kingdom
✨Showcase Your Chartered Status
Make sure to highlight your Chartered status from the CII during the interview. This is a key requirement for the role, and demonstrating your commitment to professional standards will set you apart.
✨Prepare for Technical Questions
Expect questions related to complex financial cases and cash flow modelling. Brush up on your knowledge of investment, life, and pension products, as well as current legislation to confidently answer these queries.
✨Demonstrate Mentorship Skills
Since mentoring a Junior Technical Consultant is part of the role, be prepared to discuss your experience in guiding others. Share specific examples of how you've supported colleagues in their professional development.
✨Research the Company Culture
Familiarise yourself with the company's core values and their reputation as a great place to work. Showing that you align with their ethos will demonstrate your genuine interest in becoming part of their team.
