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- Tasks: Support Financial Advisers by managing client planning needs and drafting detailed financial reports.
- Company: Join an award-winning Wealth Management firm in the heart of the City, known for its dynamic culture.
- Benefits: Enjoy a collaborative work environment with opportunities for professional development and training.
- Why this job: Be a key player in enhancing financial strategies while building strong client relationships.
- Qualifications: 3+ years of relevant experience and a Level 4 Diploma in Regulated Financial Planning required.
- Other info: Opportunity to act as an Investment or Pension Specialist, providing advanced technical support.
The predicted salary is between 36000 - 60000 £ per year.
My client is a dynamic, award-winning Wealth Management firm based in the heart of the City. Due to expansion, they are now looking for 3 Senior/Technical Paraplanners to join their Advice team with the view that these individuals can help to develop and improve their current offering, process and be a technical expert reference point for the wider business.
The Senior Paraplanner will provide support to their assigned Financial Advisers. This role requires close collaboration with the Advisers to develop and maintain detailed financial plans, conduct thorough research, analyse complex data, and prepare comprehensive reports as well as technical administration. The role is client-facing, involving direct interaction with existing clients to provide comprehensive paraplanning support. You will be assigned specific Financial Advisers to assist, fostering strong relationships and delivering personalised client service on behalf of the firm.
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.
- Draft and present detailed financial reports, including suitability letters, transfer recommendations, and product illustrations.
- Handle other administrative duties promptly, including letters, new client take-on forms, preparation of advisory correspondence / annual reviews, and assisting with proposal preparation.
- Deal with insurance / investment companies, as required, to obtain client policy information or new illustrations and product information.
- Check that new business and client files / records are compliant and in line with Amicus procedures.
- Support the training and development of other paraplanners, sharing expertise and leading training sessions as required.
- Act as an Investment Specialist or Pension Specialist, providing advanced technical support and insights in these areas.
Knowledge
- 3+ 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.
- Good working knowledge of Microsoft Word, Excel and PowerPoint.
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.
Qualifications
- A University degree or equivalent combination of education/experience.
- Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma.
- Adhere to the T&C scheme to ensure regulatory compliance.
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Technical Paraplanner employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the latest FCA regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high professional standards.
✨Tip Number 2
Network with current professionals in the wealth management sector, especially those who work as paraplanners. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully collaborated with financial advisers in the past. Highlighting your ability to build strong relationships will be key in showcasing your fit for this client-facing role.
✨Tip Number 4
Stay updated on the latest financial products and market trends. Being knowledgeable about current offerings will allow you to provide valuable insights during discussions with potential employers.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Technical Paraplanner position. Understand the key responsibilities and required skills, as this will help you tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 3+ years of post-qualified experience in financial planning. Provide specific examples of how you've supported Financial Advisers, managed client relationships, and drafted detailed financial reports.
Showcase Technical Knowledge: Demonstrate your strong technical knowledge of financial planning principles, investment products, and compliance regulations. Mention any relevant qualifications, such as your Level 4 Diploma in Regulated Financial Planning or CISI Investment Advice Diploma.
Personalize Your Application: Address your application to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention how you can contribute to their team and improve their current offerings based on your expertise.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Showcase Your Technical Expertise
Be prepared to discuss your technical knowledge in financial planning principles, investment products, and pension transfers. Highlight specific examples from your past experience where you successfully applied this knowledge to assist clients or Financial Advisers.
✨Demonstrate Strong Communication Skills
Since the role is client-facing, practice articulating complex financial concepts in a clear and concise manner. Be ready to explain how you would handle client inquiries and build trust with them, especially when Advisers are unavailable.
✨Prepare for Compliance Questions
Familiarize yourself with FCA regulations and compliance related to financial advice. Expect questions on how you ensure that client files and records are compliant, and be ready to discuss your approach to maintaining regulatory standards.
✨Emphasize Team Collaboration
The role requires close collaboration with Financial Advisers and other paraplanners. Share examples of how you've worked effectively in a team setting, supported colleagues, and contributed to training or development initiatives.
