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- Tasks: Join our team as a Paraplanner, managing wealth for clients and preparing essential reports.
- Company: A leading wealth management firm in London, dedicated to personal client service.
- Benefits: Enjoy 22 days holiday, a paid birthday off, and a chance to earn bonuses.
- Why this job: Gain valuable experience and coaching from industry experts while advancing your career.
- Qualifications: Must have Level 4 Dip PFS qualification and experience in IFA or Wealth Management.
- Other info: Opportunities for growth into an Adviser role and support for becoming a business owner.
The predicted salary is between 34000 - 45000 £ per year.
Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families, and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.
The Role:
- Collating client information and preparing suitability letters for a variety of technical cases
- Preparing illustrations and reports for client meetings
- Managing cases to completion and working with internal processing systems
- Ensuring that the business obtained is being processed compliantly and in a timely manner
- Liaising with colleagues and third parties on a daily basis
You will be given full training on the relevant IT systems.
Requirements:
- This is an interesting and challenging role that would suit a confident, numerate, IT proficient, and professional Paraplanner who enjoys using their initiative and has a 'can do' working style.
- You will have been working within an IFA or Wealth Management environment and you have the Level 4 Dip PFS qualification and are potentially looking to be Chartered.
- You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products.
- You are highly organised and have excellent communication skills.
- You have a solution-focused approach to your work.
- It is essential that you are confident in dealing with third parties and can work with total discretion.
Our client has extensive experience in supporting and developing individuals from an employed role and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.
The Rewards:
- Negotiable salary depending on experience and qualifications
- 22 days holiday, increasing by 1 day each year up to 25 days
- Paid Birthday day off
- Discretionary bonus scheme
- Opportunity to grow to an Adviser role
- The opportunity to grow your skills and experience in line with a growing business
PARAPLANNER - LONDON employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PARAPLANNER - LONDON
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Paraplanners and financial advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in investment tax and retirement planning. Being knowledgeable about current market conditions and compliance requirements will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your problem-solving skills and ability to manage client relationships. This will showcase your practical knowledge and readiness for the role.
✨Tip Number 4
Research the company’s values and culture. Tailor your conversations to reflect how your personal work ethic aligns with their approach to client service and team collaboration, which can set you apart from other candidates.
We think you need these skills to ace PARAPLANNER - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Paraplanning experience and relevant qualifications, such as the Level 4 Dip PFS. Emphasise your skills in managing client information, preparing reports, and liaising with third parties.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your solution-focused approach. Mention specific experiences that demonstrate your ability to work in a compliant and timely manner.
Highlight Relevant Experience: In your application, detail your previous roles within an IFA or Wealth Management environment. Discuss your familiarity with IHT, Pension, and Investment products, as well as any training you've received on IT systems.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples of how you've effectively communicated with clients and colleagues in past positions. This will help demonstrate your professionalism and confidence.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Paraplanning Experience
Make sure to highlight your previous experience in paraplanning, especially within an IFA or Wealth Management environment. Be prepared to discuss specific cases you've managed and how you approached them, as this will demonstrate your capability and understanding of the role.
✨Demonstrate Your Technical Knowledge
Since the role involves dealing with complex financial products like IHT, pensions, and investments, brush up on your technical knowledge. Be ready to answer questions about these areas and provide examples of how you've applied this knowledge in your past roles.
✨Emphasise Your Communication Skills
As a paraplanner, you'll need to liaise with clients and third parties regularly. Highlight your communication skills during the interview by providing examples of how you've effectively communicated complex information to clients or colleagues in the past.
✨Express Your Willingness to Learn
The company values individuals who are keen to grow and develop. Make it clear that you are open to receiving training and coaching, and express your ambition to progress towards a Chartered status. This shows that you are committed to your professional development.
