Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by coordinating client meetings and preparing advice reports.
- Company: Join a leading financial advisory firm known for exceptional client service.
- Benefits: Gain valuable experience in a dynamic team with opportunities for professional development.
- Why this job: Enhance your career in financial planning while making a real impact on client satisfaction.
- Qualifications: Strong education background, proficiency in Microsoft Office, and excellent communication skills required.
- Other info: Ideal for those looking to grow in a supportive and collaborative environment.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial advisory firm is seeking a Paraplanner in London to support their Financial Planners. This role involves coordinating with clients to arrange review meetings, preparing written advice reports, and providing technical research services. The Paraplanner will ensure the delivery of high-quality advice, efficiently manage risks, and contribute to the achievement of business targets.
The firm\’s Global Partners Team, dedicated to providing exceptional service to clients, requires the Paraplanner to uphold the highest standards of customer service while assisting across various business functions.
Key Responsibilities:
- Develop and maintain effective relationships with colleagues and clients.
- Contact clients to schedule review meetings.
- Prepare suitability reports under relevant supervision and according to experience.
- Complete all necessary compliance documentation.
- Conduct technical research as part of the review process for existing arrangements.
- Ensure the accuracy and completeness of data in core systems, adhering to company policies and procedures.
- Stay informed of, and comply with, all compliance and legal obligations.
- Collaborate with Financial Planners to gather necessary client information for suitability checks.
- Support the Financial Planning team to achieve targets and meet client expectations.
- Actively participate in team meetings, take responsibility for issues, and follow through to resolution.
- Commit to continuous professional development and maintain an up-to-date CPD log.
- Keep advisers informed of progress and work with them to ensure timely completion of advice.
Skills and Qualifications:
- An excellent standard of education with a commitment to ongoing professional development and the pursuit of relevant qualifications.
- Proficiency in core Microsoft Office applications.
- Strong organizational and prioritization skills.
- Exceptional verbal and written communication abilities, with a keen eye for detail.
This position is ideal for individuals seeking to enhance their career in financial planning, offering the opportunity to work within a dynamic team and contribute significantly to client satisfaction and business success.
#J-18808-Ljbffr
Paraplanner, London employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, London
✨Tip Number 1
Make sure to familiarize yourself with the latest financial regulations and compliance requirements. This knowledge will not only help you in your role but also demonstrate your commitment to maintaining high standards of service.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves preparing reports and interacting with clients, being able to convey complex information clearly and effectively is crucial.
✨Tip Number 4
Stay organized and develop a system for managing your tasks and deadlines. As a Paraplanner, you'll need to juggle multiple responsibilities, so having strong organizational skills will set you apart from other candidates.
We think you need these skills to ace Paraplanner, London
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial planning or related fields. Mention specific tasks you've handled that align with the responsibilities listed, such as preparing reports or conducting research.
Showcase Communication Skills: Since exceptional verbal and written communication abilities are crucial for this role, provide examples in your application that demonstrate your strong communication skills. This could include experiences where you successfully coordinated with clients or prepared detailed reports.
Commitment to Professional Development: Mention any ongoing professional development or relevant qualifications you are pursuing. This shows your commitment to the field and aligns with the firm's emphasis on continuous learning and improvement.
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Showcase Your Communication Skills
As a Paraplanner, you'll need exceptional verbal and written communication abilities. During the interview, make sure to articulate your thoughts clearly and provide examples of how you've effectively communicated with clients or colleagues in the past.
✨Demonstrate Your Organizational Skills
Highlight your strong organizational and prioritization skills. Discuss specific instances where you successfully managed multiple tasks or projects, ensuring that deadlines were met while maintaining high-quality work.
✨Prepare for Technical Questions
Since the role involves conducting technical research and preparing suitability reports, be ready to answer questions related to financial planning concepts and compliance documentation. Brush up on relevant regulations and best practices to show your expertise.
✨Emphasize Team Collaboration
The firm values teamwork, so be prepared to discuss how you've collaborated with others in previous roles. Share examples of how you contributed to team goals and resolved issues collectively, demonstrating your commitment to achieving business targets.
