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- Tasks: Join our team as a Paraplanner, supporting Financial Advisers and managing client relationships.
- Company: We're a growing financial services business located in the heart of London.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: This role offers hands-on experience in finance, helping clients achieve their goals while building strong relationships.
- Qualifications: Experience in financial planning or related fields is preferred; a positive attitude is essential.
- Other info: If you're ready to make an impact, send your CV to sam@artemisrecruitment.co.uk.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Senior Paraplanner to assist Advisers with their client portfolios and accounts providing advice in areas such as pension transfers, bond surrenders, investment taxation and account structure suitability.
This is a client facing role and you will be expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.
The Day-to-Day:
• Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
• Review and formulate plans for clients with highly specialised situations
• Review clients\’ existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable
• Communicate advice to clients directly
• Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding
• Work with other departments to provide best client outcomes through developing new resources and providing training
• Work on ad hoc projects to improve efficiency
• Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Your Qualifications:
• A University degree or equivalent combination of education/experience
• Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
• 3+ years financial services experience required
• Very strong understanding of Financial Planning principles and client suitability
• Experience working with accuracy and ability to organise/time-manage
• Quantitative in nature
• Ability to work under pressure and in a dynamic team environment
This is a hybrid role with 3/4 days in the office.
This is a great opportunity to join a dynamic, fast paced organisation, working from stylish offices in London.
If interested in this role please email your CV or apply on here.
Paraplanner 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
✨Tip Number 1
Make sure to familiarize yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in your role but also demonstrate your commitment to ethical practices during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Gain proficiency in financial planning software tools like O&M Profiler Analytics. Being able to showcase your skills in these tools can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your experience in building client relationships and how you've successfully managed client queries in the past. Highlighting your communication skills will be crucial in demonstrating your fit for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner as outlined in the job description. Highlight your relevant experience and skills that align with these responsibilities in your application.
Tailor Your CV: Customize your CV to reflect your experience in financial planning, compliance, and client relationship management. Use specific examples that demonstrate your ability to prepare financial statements and implement investment strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and work ethic. Discuss why you are passionate about the role and how your background makes you a great fit for the company. Mention any relevant software tools you are familiar with, such as O&M Profiler Analytics.
Follow Application Instructions: Ensure you follow the application instructions carefully. Since the job posting requests to email your CV, make sure to send it to the specified address (sam@artemisrecruitment.co.uk) and include a clear subject line indicating the position you are applying for.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Show Your Personality
Since the role requires a mix of hard work and a shining personality, make sure to let your character shine through during the interview. Share personal anecdotes that highlight your enthusiasm for the financial services industry and your ability to build relationships.
✨Demonstrate Your Technical Skills
Be prepared to discuss your experience with financial planning software tools, such as O&M Profiler Analytics. Highlight specific examples where you've used these tools to prepare financial statements or cash flow forecasts, showcasing your technical proficiency.
✨Understand Compliance Requirements
Familiarize yourself with FCA rules and guidance, as well as the Treating Customers Fairly requirements. Be ready to discuss how you ensure compliance in your previous roles and how you would apply this knowledge in the new position.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask the interviewer about the company culture, team dynamics, and expectations for the Paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
