Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist Advisers with client portfolios, conduct fact-finding calls, and prepare suitability reports.
- Company: Join a dynamic, fast-paced organisation based in stylish London offices.
- Benefits: Enjoy a hybrid work model with 3-4 days in the office and corporate perks.
- Why this job: Make a real impact by providing tailored financial advice in a supportive team environment.
- Qualifications: University degree, Level 4 Qualification preferred, and 3+ years in financial services required.
- Other info: Opportunity to work on ad hoc projects and improve efficiency.
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.
Paraplanner employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to adhering to industry standards, which is crucial for a role like a Paraplanner.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who are already working as Paraplanners or in similar roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios during your interview. Being able to articulate how you would handle complex client situations will showcase your expertise and problem-solving skills, which are essential for this position.
✨Tip Number 4
Demonstrate your quantitative skills by being ready to discuss financial analysis tools or software you are proficient in. Highlighting your ability to work with data will set you apart, especially in a role that requires accuracy and organisation.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in areas like pension transfers and investment taxation. Use specific examples to demonstrate your understanding of financial planning principles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your qualifications and enthusiasm for the Senior Paraplanner role. Mention your experience with client-facing discussions and your ability to prepare suitability reports.
Showcase Relevant Qualifications: Clearly list your Level 4 Qualification and any other relevant certifications. If you have experience with regulatory compliance or working under pressure, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in a role that requires accuracy.
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 and client suitability. Brush up on key concepts related to pension transfers, investment taxation, and account structures, as these will likely come up during your interview.
✨Prepare for Fact-Finding Scenarios
Since this role involves conducting fact-finding discussions with clients, practice how you would approach these conversations. Think about the types of questions you would ask to evaluate a client's objectives and financial situation.
✨Showcase Your Report Writing Skills
Be ready to discuss your experience in writing suitability reports and proposals. Bring examples if possible, and be prepared to explain how you ensure clarity and understanding in your written communications.
✨Demonstrate Team Collaboration
Highlight your ability to work within a team and collaborate with other departments. Share examples of past projects where you contributed to improving efficiency or developed new resources, as this is crucial for providing the best client outcomes.
