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- Tasks: Assist Financial Advisers and attend client meetings to build relationships.
- Company: Join a prestigious boutique Wealth Planning firm with an in-house DFM team.
- Benefits: Enjoy a fast-track route to becoming a Financial Planner with full support.
- Why this job: Work with HNW clients and gain invaluable experience in financial planning.
- Qualifications: 2+ years experience, a 2:1 degree, and Level 4 Diploma in Regulated Financial Planning required.
- Other info: Collaborative team culture focused on professional development and client success.
The predicted salary is between 42000 - 84000 £ per year.
Central London
£50,000 - £60,000
Are you an ambitious Paraplanner, seeking to start their journey as an Adviser? Do you want to work with HNW clients? Are you interested in a firm that has its own DFM team, providing truly bespoke advice?
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Paraplanner, seeking a fast-track route to becoming a Financial Planner. Joining the business as a Paraplanner, you will be working closely with the Advisors and attending meetings, where you will be introduced to new and existing clients, enabling you to start building relationships with them to understand the key skills required to become a high calibre Financial Planner. The business works collaboratively as a team and this role offers full support and guidance to ensure you become a trusted Financial Planner, capable of attending client meetings to secure new clients, as well as managing clients that are handed to you.
Responsibilities
- Assist Financial Advisers in managing clients' planning needs and solutions, including assessing and researching options and solutions.
- Be an additional point of contact when the Advisers are not available and develop relationships of trust with the clients, managing all client-related enquiries in a timely manner.
- Attend client meetings with the Financial Planners.
- Draft and present detailed financial reports, including suitability letters, transfer recommendations, and product illustrations.
- Deal with insurance/investment companies, as required, to obtain client policy information or new illustrations and product information.
Knowledge
- 2+ years post qualified relevant experience.
- Strong all round technical knowledge of financial planning principles, investment products, pension transfers and taxation and client suitability.
- Understanding of FCA regulations and compliance related to financial advice.
- Proficiency in drafting and presenting detailed financial reports.
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.
Qualifications
- A minimum University degree of 2:1 or above.
- Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma.
- Adhere to the T&C scheme to ensure regulatory compliance.
- Strong organisational and time management abilities and proficiency at multitasking.
- Highly numerate, with the ability to analyse financial data and provide insights.
- Meticulous when it comes to attention to detail with a strong focus on accuracy and compliance.
- Professional, presentable and motivated self-starter.
Paraplanner - Defined Route to Financial Planner employer: ZipRecruiter
Contact Detail:
ZipRecruiter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Defined Route to Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, seminars, or webinars where you can meet potential colleagues and mentors who can provide insights into the role and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a Paraplanner aiming to become a Financial Planner.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients. Be ready to share specific examples of how you've managed client relationships and provided tailored solutions, as this will be key in showcasing your suitability for the role.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and the unique aspects of their DFM team. This knowledge will help you tailor your responses and show genuine interest in becoming part of their team.
We think you need these skills to ace Paraplanner - Defined Route to Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your technical knowledge, qualifications, and any specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to transition into a Financial Planner role. Mention your experience with HNW clients and your understanding of financial planning principles, as well as your motivation for joining this particular firm.
Highlight Relevant Skills: In your application, focus on skills such as client relationship management, report drafting, and compliance knowledge. Use specific examples to demonstrate how you've successfully applied these skills in previous roles.
Showcase Continuous Learning: Mention any ongoing professional development or relevant courses you are undertaking. This shows your commitment to staying updated with industry standards and regulations, which is crucial for a role in financial planning.
How to prepare for a job interview at ZipRecruiter
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning principles, investment products, and FCA regulations. Be prepared to discuss how your technical knowledge can benefit the firm and its clients.
✨Demonstrate Relationship-Building Skills
Since this role involves working closely with clients, be ready to share examples of how you've successfully built trust and rapport in previous roles. Highlight your ability to manage client enquiries effectively.
✨Prepare for Client Meeting Scenarios
Anticipate questions about how you would handle client meetings. Think about how you would present financial reports and recommendations, and be ready to discuss your approach to client interactions.
✨Emphasise Your Commitment to Professional Development
Discuss your plans for continual professional development and how you stay updated with industry changes. This shows your ambition and dedication to becoming a high-calibre Financial Planner.
