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For Companies At a Glance
- Tasks: Conduct research and analysis on financial products to support client goals.
- Company: Join a leading financial advisory firm in London with a collaborative team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by helping clients achieve their financial dreams.
- Qualifications: Level 4 qualification or equivalent; strong analytical and organisational skills required.
- Other info: Opportunity for continuous learning and career growth in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
About the Role
Our client is looking for an experienced Paraplanner to join their team in their London offices.
Responsibilities
- Research and Analysis
- Conduct in-depth research on financial products (e.g., pensions, investments, insurance) to determine the most suitable options for a client's financial goals.
- Analyse market trends, fund performance, and investment strategies to support the adviser's recommendations.
- Perform cash flow analysis, tax planning, retirement projections, and risk assessments to provide data for financial planning.
- Use financial planning tools to create and update financial forecasts, plan structures, and manage client data.
- Accurately input client data into financial planning systems, ensuring that information is up to date and aligned with the adviser's recommendations.
- Work with advisers to update plans based on new client information or changes in market conditions.
- Suitability Reports
- Draft detailed suitability reports that explain why specific financial products or strategies are recommended to clients, ensuring they align with the client's objectives, needs, and risk profile.
- Ensure that all reports and advice adhere to regulatory standards, documenting the rationale for each recommendation.
- Prepare financial plans that may include retirement planning, investment strategies, tax-efficient structures, estate planning, and protection strategies, all tailored to the client's needs.
- Use financial planning software to model various scenarios, helping the adviser to explain the potential outcomes of different strategies to clients.
- Regulatory Compliance and Risk Management
- Ensure that all financial advice, documents, and reports comply with relevant regulations, and anti-money laundering requirements.
- Maintain accurate records of client files and ensure they are audit-ready, meeting both internal and external regulatory standards.
- Identify potential compliance risks and ensure that financial recommendations are within regulatory limits.
- Advisers and Client Support
- Collaborate with financial advisers to provide technical support, answer queries, and ensure all recommendations are thoroughly researched and justified.
- Occasionally communicate with clients to clarify financial details or follow up on outstanding information.
- Assist client services support where information is missing or assist with their understanding of requirements.
- Where necessary co-ordinate with providers to gather required documents or information.
- Assist in completing and submitting application forms for complex cases where required.
- Continuous Learning and Development
- Stay updated on changes in financial regulations, products, tax laws, and industry best practices to provide up-to-date and relevant support to advisers.
- Pursue ongoing education and qualifications to improve technical expertise and compliance knowledge.
Qualifications
- Level 4 or equivalent – working towards level 6
Required Skills
- Strong financial and regulatory knowledge as well as good Industry awareness
- Technical paraplanning experience
- Good Knowledge of financial planning software
- Good organisational skills
- Strong analytical skills
- Client-centric approach
- Attention to Detail
- Multi-tasking and ability to prioritise
- An ability to contribute to a positive working culture within the physical office and remote working environment
Preferred Skills
- Experience in assisting financial advisers preparing cash flow models, and drafting personalised financial plans based on client needs.
- Hands-on experience researching and comparing financial products, analysing investment options, and understanding tax implications to support adviser recommendations.
- Knowledge of Regulatory Requirements
- Extensive use of financial planning software
To be considered for this exciting opportunity, please email your CV.
Senior 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 Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions and scenarios. We recommend role-playing with a friend or using mock interview tools to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like suitability reports or financial plans you've drafted. This will demonstrate your expertise and give potential employers a taste of what you can do.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Paraplanner role. Highlight your financial knowledge, paraplanning experience, and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Share specific examples of your research and analysis skills, and how you've supported advisers in the past.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We want to see that you can produce accurate reports and maintain compliance with regulations right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother 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 Financial Products
Before the interview, brush up on your knowledge of financial products like pensions, investments, and insurance. Be ready to discuss how you would conduct in-depth research and analysis to determine the best options for clients' financial goals.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical skills by discussing past experiences where you performed cash flow analysis or risk assessments. Use specific examples to illustrate how your insights supported advisers' recommendations.
✨Understand Regulatory Compliance
Familiarise yourself with relevant regulations and compliance standards in the financial industry. Be prepared to explain how you ensure that all financial advice and documentation adhere to these standards in your previous roles.
✨Emphasise Continuous Learning
Highlight your commitment to ongoing education and staying updated on changes in financial regulations and products. Share any recent courses or qualifications you've pursued to enhance your technical expertise and compliance knowledge.
