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- Tasks: Support financial advisers by attending client meetings and preparing detailed reports.
- Company: Join Womble Bond Dickinson Wealth, a reputable firm known for innovative financial solutions.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a unique team that combines legal and financial expertise to make a real impact.
- Qualifications: Must have experience in financial planning and hold RO1 to RO6 qualifications.
- Other info: Ideal for those who thrive under pressure and are tech-savvy.
The predicted salary is between 36000 - 60000 £ per year.
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We\’re looking for a Wealth Paraplanner to join our Private Wealth team in Newcastle. The team operates as part of Womble Bond Dickinson Wealth Limited and has a solid reputation for providing creative financial planning, tax solutions and investment advice to a wide range of private clients.
The team
Our Private Wealth team are a collaboration of lawyers, accountants, financial advisors and tax specialists. Their expertise are highly regarded and ensure that our clients\’ wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.
The role
You\’ll join our Investments and Pensions team in Newcastle, working primarily on clients of the law firm, including individuals, corporates, trusts and charities.
Our Wealth Paraplanners have a crucial role in supporting the advisers, and on a day-to-day basis you\’ll attend client meetings, act as a key point of contact for clients, undertake research into financial products, prepare and present lifetime cashflow analysis, develop solutions and draft recommendation reports and letters. You\’ll also be involved in implementing those recommendations and regularly reviewing client portfolios. Much of our work is done in close collaboration with lawyers and accountants in the wider private client team, which allows us to formulate complex and holistic advice for clients which factors in the full range of financial planning, legal and tax issues.
The candidate
This is a busy team and you\’ll need to be prepared to work under pressure with a high volume of work. We operate in a highly procedural environment, shaped by the practices of a law firm as well as the usual FCA regulations, so a good grasp of processes and procedures is required. Your communication skills will be first-class, both written and verbal, and you\’ll have excellent technical knowledge, plus experience in recommending investments, pensions, and life assurance. Familiarity with a wide range of IT packages is expected, including Microsoft Office, plus ideally (though not essential) Intelliflo and Voyant or other cashflow analysis tools.
To be successful in this role, you\’ll need as a minimum;
- Experience of working within a financial planning environment
- RO1 to RO6 qualifications
- Experience in recommending investments, pensions and life assurance
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Wealth Paraplanner employer: Womble Bond Dickinson
Contact Detail:
Womble Bond Dickinson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who work in wealth management. Attend industry events or webinars to connect with potential colleagues and learn more about the role of a Wealth Paraplanner.
✨Tip Number 2
Familiarise yourself with the specific software tools mentioned in the job description, such as Intelliflo and Voyant. Consider taking online courses or tutorials to enhance your skills in these applications, as this will make you stand out during the interview process.
✨Tip Number 3
Prepare for the interview by brushing up on your knowledge of FCA regulations and financial products. Being able to discuss these topics confidently will demonstrate your understanding of the procedural environment you'll be working in.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts in simple terms. This is crucial for a Wealth Paraplanner, as you'll need to convey information clearly to clients and colleagues alike.
We think you need these skills to ace Wealth Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly any roles where you've worked with investments, pensions, or life assurance. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Wealth Paraplanner role and explain why you are a good fit for the team. Mention your understanding of the unique collaboration between lawyers, accountants, and financial advisors, and how you can contribute to that dynamic.
Showcase Your Technical Skills: Highlight your familiarity with IT packages, especially Microsoft Office, and any experience with cashflow analysis tools like Intelliflo or Voyant. This will demonstrate your readiness to handle the technical aspects of the role.
Prepare for Potential Questions: Think about how you would respond to questions regarding your experience in a high-pressure environment and your understanding of FCA regulations. Be ready to discuss specific scenarios where you've successfully managed client relationships or complex financial situations.
How to prepare for a job interview at Womble Bond Dickinson
✨Understand the Role
Make sure you have a clear understanding of what a Wealth Paraplanner does. Familiarise yourself with the responsibilities mentioned in the job description, such as attending client meetings and preparing cashflow analysis. This will help you demonstrate your knowledge during the interview.
✨Showcase Your Technical Skills
Be prepared to discuss your technical knowledge and experience with financial products, investments, and pensions. Highlight any relevant qualifications like RO1 to RO6, and be ready to provide examples of how you've successfully recommended financial solutions in the past.
✨Demonstrate Communication Skills
Since communication is key in this role, practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so think about how you can simplify these for clients. Good verbal and written communication will set you apart.
✨Prepare for Pressure Scenarios
Given that the team operates under pressure with a high volume of work, be ready to discuss how you handle stress and manage multiple tasks. Share specific examples from your previous roles where you successfully navigated busy periods while maintaining quality work.
