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- Tasks: Support advisers with client meetings, documentation, and ongoing client support.
- Company: Join 7IM, a dynamic financial services firm focused on delivering exceptional client experiences.
- Benefits: Enjoy a full-time role with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team, enhancing your skills while making a real impact on clients' lives.
- Qualifications: A levels or equivalent literacy and numeracy skills; financial planning qualifications are a plus.
- Other info: This entry-level position offers a chance to learn and grow in the finance sector.
The predicted salary is between 28800 - 48000 £ per year.
1 week ago Be among the first 25 applicants
- Working closely with 2-3 advisers within the 7im group supporting them with their own workloads and the day to day activities and ongoing support for both new and existing clients.
About The Role
Purpose
- Working closely with 2-3 advisers within the 7im group supporting them with their own workloads and the day to day activities and ongoing support for both new and existing clients.
Responsibilities
- Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation.
- Creating Statements of Suitability (SOS) for clients post meeting and ensure the annual review process is completed in a timely manner.
- Producing simple new business reports including ISA/GIA top ups and pension transfers to a high standard and in line with our suitability assurance programme requirements.
- Creating ad hoc letters for clients including fund switches and withdrawals.
- Support the Advisers with new business processing and onboarding journey on the CRM system, ensuring the system is kept up to date.
- Maintain compliant advice files in Practice Management System (Xplan).
- Be a second point of contact for clients to assist with queries and updates on transfers.
- Help to input, manipulate and maintain prospect data on Xplan including management of Adviser pipeline.
- After appropriate training, the Paraplanner will be required to take dealing instructions directly from clients and the Advisers for ongoing placement including switches, rebalances, investing monies and raising funds.
- Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports.
- Manage own workloads and that of the Advisers to ensure the best client experience is provided.
- Review and create procedures across the team as and when required.
- Liaise closely with Client Servicing Team and members of 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels.
- Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan (practice management system)
- Complete monthly compliance modules in timely fashion before deadlines.
- Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required.
- Filing, in accordance with 7IM and FCA procedures.
- Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives.
- Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices.
- Other duties, as reasonably required by the line manager and 7IM.
Skills
About You
- Accuracy and attention to detail when writing reports.
- Organisation of own workload to meet deadlines.
- Client focused, delivering a high standard of client service.
- Must be proactive and able to use initiative.
- Good communication skills, both oral and written.
- Adaptive to change.
- Proficient in MS Word/Excel.
- Ability & willingness to identify and suggest improvements in processes / service levels.
Qualifications
- Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
- An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired but not essential.
Other Relevant Information
- Reports into the Operations Manager
About Us
Not Specified
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Finance and Sales
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Paraplanner (Edinburgh) employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Edinburgh)
✨Tip Number 1
Familiarise yourself with the Xplan practice management system, as it's crucial for managing client data and communications. Understanding how to navigate and utilise this system will give you a significant advantage during the interview process.
✨Tip Number 2
Demonstrate your attention to detail by preparing a mock Statement of Suitability or a simple new business report. This will showcase your ability to produce high-quality documentation, which is a key responsibility of the role.
✨Tip Number 3
Research 7IM’s mission and values thoroughly. Be ready to discuss how your personal values align with theirs, as cultural fit is often just as important as skills and experience in the hiring process.
✨Tip Number 4
Prepare examples of how you've proactively improved processes or service levels in previous roles. This will demonstrate your initiative and problem-solving skills, which are highly valued in a Paraplanner.
We think you need these skills to ace Paraplanner (Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Paraplanner. Focus on your attention to detail, organisational skills, and any experience in client servicing or financial planning.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the role at 7IM. Mention your understanding of the responsibilities, such as creating Statements of Suitability and managing client communications, and express your enthusiasm for supporting advisers.
Showcase Relevant Qualifications: If you have any industry qualifications, such as CII Level 4 Financial Planning, be sure to mention them. If you're working towards such qualifications, include that information as well to demonstrate your commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as accuracy is crucial for this role. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at 7IM
✨Showcase Your Attention to Detail
As a Paraplanner, accuracy is key. Be prepared to discuss examples from your past experiences where your attention to detail made a significant difference in your work. This could include writing reports or managing client communications.
✨Demonstrate Your Organisational Skills
The role requires managing multiple workloads and deadlines. Share specific strategies you use to stay organised, such as prioritising tasks or using tools like calendars and task lists to manage your time effectively.
✨Prepare for Client-Focused Scenarios
Since the job involves direct client interaction, think of scenarios where you provided excellent client service. Be ready to explain how you handled client queries or ensured their needs were met, showcasing your proactive approach.
✨Familiarise Yourself with Xplan
Understanding the Practice Management System (Xplan) will be beneficial. If you have experience with similar systems, mention it. If not, do some research on Xplan to show your willingness to learn and adapt to new technologies.
