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- Tasks: Prepare financial plans, cashflow models, and suitability reports for clients.
- Company: Join a dynamic New Business Team in a collaborative environment.
- Benefits: Enjoy comprehensive benefits, including private medical insurance and extra days off.
- Why this job: Build a long-term career in paraplanning while making a real impact.
- Qualifications: Level 4 Diploma in Financial Planning and paraplanning experience required.
- Other info: Hybrid work model with full support for professional development.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Paraplanner to join our client's New Business Team. This is an exciting opportunity to play a meaningful role in delivering high-quality financial planning, producing cashflow models, researching protection products, and preparing suitability reports and financial plans. This role is ideal for someone looking to build a long-term career in paraplanning while contributing to the evolution of the function in a small, collaborative team.
- Prepare suitability reports and financial plans for clients
- Produce cashflow models and research financial products
- Ensure all advice and documentation complies with regulatory standards
- Maintain accurate client records in back-office systems
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent) — essential
- Experience in a paraplanner role with suitability report writing
- Familiarity with cashflow modelling software (Voyant preferred)
- Experience with back-office systems (Intelliflo Office preferred)
- Understanding of FCA regulatory requirements and compliance standards
- Experience across pensions, investments, and protection products desirable
- Thrives in a high-performance environment and takes pride in quality work
Benefits:
- Comprehensive benefits including income protection, death in service, private medical insurance, pension scheme, and health cash plan
- Cycle-to-work and salary sacrifice car schemes
- Extra day off each month
- Full support for professional development and relevant qualifications
Location: Hybrid (office & home)
Job Type: Full-time
Paraplanner (Pensions Management) in London 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 (Pensions Management) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already in paraplanning roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your work, like suitability reports or cashflow models. This will help them see your expertise in action and how you can contribute to their team.
✨Tip Number 3
Stay updated on industry trends! Make sure you're aware of the latest developments in pensions and financial products. This knowledge will not only impress interviewers but also show that you're passionate about your career in paraplanning.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining us. It shows initiative and gives you a better chance to stand out in the hiring process.
We think you need these skills to ace Paraplanner (Pensions Management) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, especially your skills in writing suitability reports and using cashflow modelling software. We want to see how your background aligns with the role, so don’t hold back on showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our New Business Team. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Compliance Knowledge: Since understanding FCA regulatory requirements is key for this role, make sure to mention any relevant experience or training you have in compliance standards. We appreciate candidates who are well-versed in these areas and can ensure our advice meets all necessary regulations.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Familiarise yourself with the regulatory standards set by the FCA, as well as the specifics of suitability report writing. This will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Showcase Your Skills
Be prepared to discuss your experience with cashflow modelling software, especially if you've used Voyant. Bring examples of how you've produced cashflow models or suitability reports in the past. This practical demonstration of your skills can really set you apart from other candidates.
✨Ask Smart Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about how they collaborate within the New Business Team or how they ensure compliance with regulatory standards. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Emphasise Your Commitment
Let them know you're looking for a long-term career in paraplanning. Talk about your desire for professional development and how you plan to grow within the company. This aligns with their goal of building a collaborative team and shows that you're in it for the long haul.