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- Tasks: Assist Advisers with client portfolios, conduct fact-finding calls, and prepare suitability reports.
- Company: Join a dynamic financial services firm based in stylish London offices.
- Benefits: Enjoy a hybrid work model with 3-4 days in the office and corporate perks.
- Why this job: Be part of a fast-paced team making a real impact on clients' financial futures.
- Qualifications: University degree, Level 4 Financial Planning qualification, and 3+ years in financial services required.
- Other info: Opportunity to work on ad hoc projects and improve efficiency within the organisation.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Senior Paraplanner to assist Advisers with their client portfolios and accounts providing advice in areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. This is a client facing role and you will be expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.
The Day-to-Day:
- Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
- Review and formulate plans for clients with highly specialised situations
- Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable
- Communicate advice to clients directly
- Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding
- Work with other departments to provide best client outcomes through developing new resources and providing training
- Work on ad hoc projects to improve efficiency
- Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Your Qualifications:
- A University degree or equivalent combination of education/experience
- Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
- 3+ years financial services experience required
- Very strong understanding of Financial Planning principles and client suitability
- Experience working with accuracy and ability to organise/time-manage
- Quantitative in nature
- Ability to work under pressure and in a dynamic team environment
This is a hybrid role with 3/4 days in the office. This is a great opportunity to join a dynamic, fast paced organisation, working from stylish offices in London. If interested in this role please email your CV or apply on here.
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or advisers. Attend industry events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a client-facing role.
✨Tip Number 3
Prepare to discuss your experience with fact-finding calls and suitability reports during interviews. Be ready to share specific examples of how you've successfully evaluated client needs and provided tailored advice.
✨Tip Number 4
Showcase your organisational and time-management skills by discussing how you handle multiple client portfolios simultaneously. Highlight any tools or methods you use to ensure accuracy and efficiency in your work.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Senior Paraplanner. Familiarise yourself with the key tasks such as conducting fact-finding discussions and preparing suitability reports.
Tailor Your CV: Highlight your relevant experience in financial services, particularly any roles that involved client interaction or financial planning. Emphasise your qualifications, especially if you hold a Level 4 Qualification in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of financial planning principles and your ability to communicate effectively with clients. Mention specific examples of how you've successfully managed client portfolios in the past.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. A well-presented application reflects your attention to detail, which is crucial in a role that requires accuracy and organisation.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Planning Principles
Make sure you have a solid understanding of financial planning principles, especially those related to pension transfers and investment taxation. Brush up on the latest regulations and best practices, as this will demonstrate your expertise and commitment to providing suitable advice.
✨Prepare for Fact-Finding Discussions
Since you'll be conducting fact-finding calls with clients, practice how to ask open-ended questions that encourage clients to share their financial goals and concerns. This will help you gather the necessary information to make informed recommendations.
✨Showcase Your Report Writing Skills
Be ready to discuss your experience in writing suitability reports and proposals. Bring examples if possible, and highlight your ability to communicate complex information clearly and concisely, as this is crucial for client understanding.
✨Demonstrate Team Collaboration
This role involves working with other departments, so be prepared to talk about your experience in collaborative projects. Share examples of how you've contributed to team success and improved client outcomes through teamwork.
