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- Tasks: Join our team as a Paraplanner, handling financial advisory administration and client management.
- Company: We're a dynamic financial services firm based in Moorgate, London, focused on wealth planning.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a collaborative office environment.
- Why this job: Be part of a supportive team, enhance your skills, and make a real impact in clients' lives.
- Qualifications: Degree level education, 2+ years in financial planning, and relevant financial qualifications required.
- Other info: This role is office-based, perfect for those eager to grow in the financial services industry.
The predicted salary is between 45000 - 55000 £ per year.
Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London. Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering. The role holder will be accountable for implementing and maintaining Wealth Planning administration services. This position will be office based in Moorgate, London.
Key Responsibilities
- Technical work including cash flow modelling, preparation of plan schedules, and pension scheme analysis.
- Suitability report writing.
- Responsible for the smooth delivery of the administration of the financial advisory business.
- Own the administrative tasks and workflow.
- Data and document preparation for new clients and existing client reviews.
- Case management using a Client Relationship Management system; ability to accurately record and maintain client and plan data.
- Respond professionally and capably to administration queries from third parties including clients, providers, Wealth Planners and Investment Managers.
- Own the end-to-end application process for new plans.
- Efficient servicing of existing plans.
- Get involved in initiatives to enhance what we do and our client proposition.
Skills, Knowledge and Experience
- Ideally educated to Degree level (2:1 or above).
- At least two years' experience working as a financial planner in the Financial Services industry.
- Proven track record in delivering regulated financial advice to High Net Worth clients.
- Financial planning qualifications essential (Chartered Financial Planner or working towards).
- Possess advanced Chartered Institute of Insurance pension qualifications such as AF3 Pension Planning.
- Holder of/Eligible for a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements.
- GCSE Maths and English Language (grade C or above essential).
- Trained in the Microsoft suite of products especially Excel and financial planning.
- Client Relationship Management and Quotation software.
- Client-centric.
- Combination of commercial focus and sound technical knowledge.
- Energetic, desire to get involved and contribute.
- Confident communication and presentation skills including good written and verbal skills.
- Professional and can-do attitude.
- Willing to embrace being part of a new team and encourage/mentor others.
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - London, Moorgate
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as paraplanners or financial planners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools, particularly Client Relationship Management systems. Being proficient in these tools can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss your experience with cash flow modelling and suitability report writing during interviews. Be ready to provide examples of how you've successfully managed these tasks in previous roles.
✨Tip Number 4
Showcase your commitment to ongoing professional development by mentioning any relevant courses or qualifications you are pursuing. This demonstrates your dedication to staying current in the field and your desire to grow within the company.
We think you need these skills to ace Paraplanner - London, Moorgate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and relevant qualifications. Emphasise your technical skills, such as cash flow modelling and report writing, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client service. Mention specific experiences that demonstrate your ability to manage administrative tasks and enhance client propositions.
Highlight Relevant Qualifications: Clearly list your financial planning qualifications, including any progress towards becoming a Chartered Financial Planner. This will show your dedication to professional development and compliance.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients and colleagues. Strong written and verbal communication skills are essential for this role, so make sure to highlight them.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Technical Skills
As a Paraplanner, you'll need to demonstrate your technical expertise. Be prepared to discuss your experience with cash flow modelling, pension scheme analysis, and suitability report writing. Bring examples of your previous work to illustrate your capabilities.
✨Understand the Company’s Client Base
Research the company’s target clients, especially High Net Worth individuals. Understanding their needs and how you can contribute to enhancing the client proposition will show that you're aligned with the company's goals.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about past experiences where you successfully managed client queries or administrative tasks, and be ready to explain your thought process.
✨Demonstrate Your Team Spirit
Since the role involves being part of a new team, highlight your ability to collaborate and mentor others. Share examples of how you've contributed to team initiatives or supported colleagues in previous roles.
