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- Tasks: Provide FCA-regulated advice on pensions and investments while engaging directly with clients.
- Company: Dynamic financial services firm based in London, focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Level 4 qualification preferred and at least 3 years in financial services.
- Other info: Collaborative culture with opportunities for operational improvement projects.
The predicted salary is between 36000 - 60000 £ per year.
We have a new opportunity for a Senior Paraplanner to join our clients based in London. The Senior Paraplanner gives FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing and involves conducting fact-finding discussions, writing suitability reports, and delivering advice directly to clients.
Key Responsibilities:
- Conduct fact-finding calls with clients to assess objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations.
- Analyse clients' existing pension and investment bond arrangements to determine whether a transfer or surrender is appropriate.
- Collaborate with other departments to deliver optimal client outcomes, including developing resources and providing training.
- Contribute to ad hoc projects aimed at improving operational efficiency.
- Adhere to compliance requirements and internal procedures to ensure regulatory standards are met in the provision of regulated advice.
Qualifications:
- Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma).
- Minimum of 3 years’ experience in financial services.
- Strong understanding of financial planning principles and client suitability.
Pension Paraplanner 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 Pension Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already working as paraplanners. They can provide insights and might even refer you to open positions.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pension transfers and investment taxation. We recommend practising common interview questions and scenarios that relate to client-facing roles to show off your expertise.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Paraplanner role. We make it easy for you to showcase your skills and experience directly to employers looking for talent like yours!
We think you need these skills to ace Pension Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in pension transfers and investment taxation, as well as any relevant qualifications. We want to see how your skills match what we're looking for!
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 your experience aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Client-Facing Skills: Since this role is client-facing, make sure to highlight your communication skills and any experience you have conducting fact-finding discussions. We want to know how you connect with clients and deliver advice effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of pension transfers, investment taxation, and account structures. Being able to discuss these topics confidently will show that you're well-prepared and understand the role inside out.
✨Practice Fact-Finding
Since this role involves conducting fact-finding discussions, practice asking open-ended questions that help uncover a client's financial situation. This will not only help you in the interview but also demonstrate your client-facing skills.
✨Showcase Collaboration Skills
Be ready to talk about how you've worked with other departments in the past. Highlight any experiences where you contributed to projects aimed at improving efficiency or client outcomes, as collaboration is key in this role.
✨Understand Compliance
Familiarise yourself with compliance requirements and internal procedures relevant to the financial services industry. Being able to discuss how you ensure regulatory standards are met will set you apart as a candidate who takes their responsibilities seriously.