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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: Fast-track your career to become a Financial Planner with full support.
- Why this job: Gain hands-on experience with HNW clients and develop essential financial planning skills.
- Qualifications: Must have a 2:1 degree and Level 4 Diploma in Regulated Financial Planning.
- Other info: Located in Central London, this role offers a collaborative team environment.
The predicted salary is between 36000 - 60000 £ per year.
Central London
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
- 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: JR United Kingdom
Contact Detail:
JR United Kingdom 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 local finance-related events or webinars to meet potential colleagues and mentors who can provide insights into the role of a Paraplanner and help you get your foot in the door.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by the firm you're applying to. Understanding their unique approach will not only prepare you for interviews but also demonstrate your genuine interest in their business.
✨Tip Number 3
Consider reaching out to current or former employees of the firm on professional networking sites. They can provide valuable insights about the company culture and expectations, which can help you tailor your approach during the application process.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your discussions during interviews but also show that you are proactive and committed to your professional development.
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 and skills that align with the Paraplanner role. Emphasise your understanding of financial planning principles, investment products, and any previous experience working with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to become a Financial Planner. Mention your interest in working with HNW clients and how you can contribute to the firm's bespoke advice approach.
Highlight Relevant Qualifications: Clearly list your qualifications, such as your University degree and Level 4 Diploma in Regulated Financial Planning. This will demonstrate your commitment to professional development and compliance.
Showcase Soft Skills: In your application, highlight your organisational skills, attention to detail, and ability to build relationships with clients. These soft skills are crucial for a successful Paraplanner and future Financial Planner.
How to prepare for a job interview at JR United Kingdom
✨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 you can apply this knowledge in real-world scenarios during the interview.
✨Demonstrate Relationship-Building Skills
Since the role involves working closely with clients, highlight any previous experience where you've built trust and rapport. Share examples of how you've managed client relationships effectively, even in challenging situations.
✨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 communication and engagement.
✨Exhibit Organisational Skills
The role requires strong organisational and time management abilities. Be ready to discuss how you prioritise tasks and manage multiple responsibilities, especially when dealing with client enquiries and report drafting.
