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- Tasks: Support Financial Advisers by delivering accurate and compliant advice.
- Company: Join a dynamic SJP Practice in London focused on client experience and professional growth.
- Benefits: Enjoy hybrid working, training support, and funding for RO exams to boost your qualifications.
- Why this job: Be part of a collaborative team that values your input and encourages career progression.
- Qualifications: Previous experience as a paraplanner or financial administrator is preferred but not essential.
- Other info: This role offers a chance to work closely with clients and improve your financial knowledge.
The predicted salary is between 25000 - 30000 £ per year.
Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will support 3 Financial Advisers, along with a team of support staff and administrators. This position will be hybrid (4 days in office) and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified.
Key Responsibilities:
- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- Providing technical resource to the adviser team
- Acting as an effective point of liaison between adviser and support teams
- Contributing to the continued improvement of the client experience and the firm’s knowledge base
- Collating regulatory documentation to accompany advice
In order to be able to meet the demands of the role it is anticipated that the successful candidate will:
- Be willing to study and take RO exams to become Diploma qualified
- Have worked as a paraplanner or financial administrator previously
- Have experience of dealing with the common financial planning product solutions
- Be able to demonstrate their ability to work under pressure
- Have day-to-day involvement with clients
- Be capable of drafting concise and accurate correspondence
- Have previous experience working within an SJP Practice (although not essential)
Support for professional study is available and the company actively encourages staff to progress their careers.
Junior Paraplanner (SJP) - 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 Junior Paraplanner (SJP) - London
✨Tip Number 1
Familiarise yourself with the SJP Practice and its values. Understanding their approach to financial advice will help you align your responses during interviews and demonstrate that you're a good fit for their team.
✨Tip Number 2
Network with current or former employees of the SJP Practice. They can provide valuable insights into the company culture and expectations, which can give you an edge in your application process.
✨Tip Number 3
Stay updated on the latest trends in financial planning and paraplanning. Being knowledgeable about current market conditions and regulatory changes will show your commitment to the role and enhance your discussions with interviewers.
✨Tip Number 4
Prepare to discuss your previous experience in detail, especially any roles related to paraplanning or financial administration. Highlight specific examples where you successfully supported advisers or improved client experiences.
We think you need these skills to ace Junior Paraplanner (SJP) - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any previous roles as a paraplanner or financial administrator. Emphasise your ability to work under pressure and your familiarity with financial planning products.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Junior Paraplanner role and the opportunity to support Financial Advisers. Mention your willingness to study for RO exams and how you can contribute to improving client experiences.
Showcase Your Skills: Clearly demonstrate your skills in drafting concise and accurate correspondence. Provide examples of how you've successfully liaised between teams or improved processes in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Understand the Role
Make sure you have a clear understanding of what a Junior Paraplanner does. Familiarise yourself with the responsibilities listed in the job description, such as delivering compliant advice and supporting Financial Advisers. This will help you demonstrate your knowledge during the interview.
✨Showcase Relevant Experience
Be prepared to discuss your previous experience as a paraplanner or financial administrator. Highlight specific examples where you've dealt with financial planning products or worked under pressure, as these are key aspects of the role.
✨Demonstrate Your Willingness to Learn
Since the company supports professional study and encourages career progression, express your enthusiasm for taking RO exams and becoming diploma qualified. Share any relevant study experiences or qualifications you already have.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, training opportunities, or how they measure success in the role. It shows your interest in the position and helps you assess if it's the right fit for you.
