Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Senior Paraplanner, supporting Financial Advisers and managing client relationships.
- Company: We're a growing financial services firm located in the vibrant Tower Bridge area of London.
- Benefits: Enjoy a competitive salary of £50k - £55k and opportunities for professional growth.
- Why this job: Be part of a dynamic team where your hard work and personality can shine while making a real impact.
- Qualifications: Experience in paraplanning and a strong understanding of financial planning processes are essential.
- Other info: You'll collaborate closely with clients and advisers, ensuring compliance and delivering tailored financial solutions.
The predicted salary is between 43000 - 77000 £ per year.
Type of Position: Senior Paraplanner – London, Tower Bridge
Pay: £50k – £55k
Reference: TowerBridge1
Senior Paraplanner – London, Tower Bridge
Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of London.
The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser and the rest of the Administration team.
Areas of responsibility:
- Preparing and maintaining the client file
- Check all compliance paperwork is present.
- Confirm client risk profile is determined.
- Discuss client objectives with planner.
- Identify and obtain the information necessary to compile financial cashflow forecast.
- Compile draft net worth statement, income and expenditure statements and financial cash-flow forecast and discuss with planner.
- Preparing recommendations
- Identify areas for planning.
- Undertake research, both independently and with the Financial Adviser to identify suitable solutions to meet clients’ needs.
- Prepare information/comparisons for analysis by planner.
- Liaise with clients’ legal and tax advisers (if applicable).
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Prepare draft recommendation reports to be discussed/signed off by planner.
- Implementing recommendations
- Prepare suitability letters in accordance with the agreed recommendations.
- Ensure all compliance paperwork is in order.
- Make changes to clients’ investments as instructed.
- Implement the chosen investment strategies.
Review
- Act as the main point of contact and deal effectively with queries from clients and other parties through effective communication.
- Establish and build strong relationships with clients and attend client meetings with Adviser if required.
- Organise future planning meetings with client.
- Send planning figures to client for update and revision in preparation for next meeting.
- Initiate review meetings with clients.
Additional Responsibilities
- Assist the Financial Adviser/Planner in establishing new client relationships.
- Assess clients’ financial circumstances.
- Prepare financial statements to support the development of clients’ financial strategies. This may involve the use of Financial Planning software tools, such as O&M Profiler Analytics.
- Carry out research and analyse products and services that are appropriate to each client’s financial circumstances.
- Propose and draft financial solutions that meet clients’ goals, needs and objectives.
- Assist with the accurate completion of application and proposal forms.
- Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
- Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
- Develop productive working relationships with colleagues and clients throughout the financial services environment.
- Adhere to FCA rules and guidance.
- Act ethically, impartially and always in the best interests of clients.
- Meet the FCA (formerly FSA) Treating Customers Fairly requirements.
#J-18808-Ljbffr
Senior Paraplanner - London, Tower Bridge employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - London, Tower Bridge
✨Tip Number 1
Make sure to network within the financial services community in London. Attend industry events, seminars, and workshops where you can meet potential colleagues and clients. Building relationships can often lead to job opportunities that aren't publicly advertised.
✨Tip Number 2
Familiarize yourself with the latest financial planning software tools, especially O&M Profiler Analytics, as mentioned in the job description. Being proficient in these tools will not only enhance your application but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience in compliance and client relationship management during the interview. Highlight specific examples of how you've successfully navigated compliance issues or built strong client relationships in your previous roles.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your responses and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Senior Paraplanner - London, Tower Bridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner. Focus on your skills in preparing client files, compliance paperwork, and financial forecasting, as these are key responsibilities for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific experiences that demonstrate your ability to work closely with Financial Advisers and your understanding of client objectives.
Showcase Your Research Skills: Highlight any experience you have with financial planning software or conducting research to identify suitable solutions for clients. This will show that you can effectively support the Financial Adviser in meeting clients' needs.
Emphasize Communication Abilities: Since the role involves liaising with clients and other parties, make sure to mention your strong communication skills. Provide examples of how you've built relationships with clients or handled queries effectively in previous roles.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Show Your Knowledge of Financial Planning
Make sure to brush up on your understanding of financial planning concepts and tools, especially those mentioned in the job description like cashflow forecasts and net worth statements. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.
✨Demonstrate Strong Communication Skills
As a Senior Paraplanner, you'll need to communicate effectively with clients and colleagues. Prepare examples of how you've successfully managed client relationships or resolved queries in the past. This will highlight your ability to build strong relationships, which is crucial for this position.
✨Prepare for Compliance Questions
Since compliance is a key part of the role, be ready to discuss your experience with compliance paperwork and regulations. Familiarize yourself with FCA rules and guidance, and be prepared to explain how you ensure adherence to these standards in your work.
✨Highlight Your Research Skills
The job involves conducting research to identify suitable financial solutions for clients. Be prepared to share specific examples of how you've conducted research in the past, what tools you used, and how your findings benefited your clients. This will showcase your analytical skills and attention to detail.
