Paraplanner
Descrizione del posto
Texte original importé depuis Reed
- Paraplanner vacancy
- Boutique Wealth Management Firm
- Working with HNW & UHNW clients
- Leatherhead Offices (Surrey)
- Up to £45k basic salary plus benefits
My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years.
The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.
The CEO is creating a brand-new role for Paraplanner who is pragmatic, organised and can “muck in” within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous.
If this role sounds of interest or any other roles I am working on please get in touch.
Competenze chiave estratte
La nostra IA ha analizzato l'offerta per identificare le competenze richieste.
I nostri consigli per candidarsi
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Lead your Personal Statement with your Level 4 Diploma progress (units passed, expected completion date) — the advert explicitly requires active study towards CII, CISI or LIBF.
📊 Quantify the client portfolios you have supported: e.g. "Prepared suitability reports for 80+ HNW clients with investable assets averaging £1.2M" to mirror the firm's £600k–£8m client range.
🛠️ Name Intelligent Office and Voyant explicitly in your Skills section — the advert flags both as highly advantageous and ATS systems will scan for them.
🎯 Tailor your experience bullets to the full end-to-end report writing cycle (fact-find, research, suitability letter, implementation) as the role covers the entire process, not just one stage.
🤝 Highlight any experience working across pensions, investments, IHT and retirement planning in a single role — the firm advises across all four areas and wants a Paraplanner who can cover the breadth.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Produced end-to-end suitability reports for 65 HNW clients with investable assets averaging £900k, covering pension consolidations, ISA portfolios and IHT trust arrangements.
- •Built Voyant cashflow models for 30 retirement planning cases, enabling advisers to illustrate sustainable income strategies across a 25-year projection horizon.
- •Managed a pipeline of 40 active advice cases in Intelligent Office, reducing average case-to-completion time by 15% through improved provider chasing and document tracking.
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Votre lettre de motivation est prête
Nous avons rédigé une lettre pour Financial Divisions. Découvrez l'ouverture, puis débloquez la version complète personnalisée.
Aperçu — adapté à Financial Divisions
Dear Hiring Manager,
Financial Divisions' Paraplanner vacancy at the Chartered wealth planning firm near Leatherhead is precisely the role I have been targeting. With hands-on experience in end-to-end suitability report writing across pensions, investments and IHT, and active progress through my CII Level 4 Diploma, I am confident I can contribute to the client services team from day one.
My background in paraplanning within an independent advice environment has given me a thorough grounding in supporting HNW clients through complex financial planning scenarios, including retirement income modelling and inheritance tax mitigation. I have worked with cashflow modelling tools to produce clear, compliant advice documentation and am comfortable acting as a direct point of contact for both clients and product providers across a varied caseload.
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Domande probabili del colloquio
10 questions générées à partir de cette offre.
Tecniche
- ›Walk me through your end-to-end process for producing a suitability report for a pension transfer case.
- ›How have you used Voyant (or a comparable cashflow modelling tool) to illustrate retirement income projections to a client?
- ›What is your current progress with your Level 4 Diploma, and which units have you completed?
- ›How do you approach IHT planning within a suitability report for a UHNW client with a £5m estate?
- ›Describe how you have used Intelligent Office (or similar back-office software) to manage client records and track advice cases.
Comportamentali
- ›Tell me about a time you managed multiple suitability reports simultaneously under a tight deadline — how did you prioritise?
- ›Describe a situation where you identified an error or compliance risk in a piece of advice documentation before it reached the adviser. What did you do?
- ›Give an example of when you acted as the main point of contact for a client or provider and had to resolve a complex query independently.
- ›Tell me about a time you proactively expanded your technical knowledge outside of formal exams — what did you study and why?
- ›Describe a situation where you had to adapt quickly to a change in FCA regulation or product rules that affected a live advice case.
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you managed multiple suitability reports simultaneously under a tight deadline — how did you prioritise?
Describe a situation where you identified an error or compliance risk in a piece of advice documentation before it reached the adviser. What did you do?