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For Companies At a Glance
- Tasks: Help clients with financial planning and asset allocation recommendations.
- Company: Join a well-established wealth management firm in London.
- Benefits: Enjoy a full-time role with opportunities for training and professional growth.
- Why this job: Make a real impact on clients' financial futures while working in a dynamic team.
- Qualifications: University degree and 3+ years in financial services required; Level 4 qualification preferred.
- Other info: Submit your CV to apply and kickstart your finance career!
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.
Key Responsibilities
- 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
- Collaborate with advisers and support the delivery of new business
- Proactively identify opportunities to improve processes and client service
Skills & Experience
- 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
About You
- Positive, proactive, and curious with a commitment to continuous learning
- Thrives in a high-performance environment and takes pride in quality work
- Works effectively within a small, collaborative team
- Able to manage and prioritise workload independently
- Willing to go above and beyond when required
Up to £45,000 starting salary
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
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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
Network with professionals in the financial services industry, especially those who work as paraplanners or in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest regulations and compliance requirements in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your analytical skills and ability to formulate asset allocation recommendations. This will showcase your practical understanding of the role.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and client base, so you can tailor your responses to align with their goals and demonstrate how you can contribute to their success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved asset allocation recommendations or client suitability assessments. Use specific examples to demonstrate your skills.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities of the Paraplanner role. Mention your qualifications, such as your Level 4 Qualification and any relevant experience, and explain why you are a good fit for the firm.
Highlight Relevant Qualifications: Clearly list your educational background and any certifications, like the CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma. This will show your commitment to the profession and regulatory compliance.
Showcase Your Analytical Skills: In your application, provide examples of how you've evaluated client portfolios and formulated asset allocation recommendations in previous roles. This will demonstrate your quantitative abilities and understanding of financial planning principles.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Planning Principles
Make sure you have a solid understanding of financial planning principles, especially those related to asset allocation and client suitability. Brush up on your knowledge of pension transfers and investment taxation, as these are likely to come up during the interview.
✨Prepare for Scenario-Based Questions
Expect to be asked about specific client scenarios. Prepare examples of how you would evaluate a client's portfolio and make recommendations. This will demonstrate your analytical skills and ability to apply your knowledge in real-world situations.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate complex financial concepts clearly. Practice explaining your thought process and recommendations in a straightforward manner. This will help the interviewers see your potential to write suitability reports effectively.
✨Demonstrate Team Collaboration
Highlight your experience working in a team environment. Discuss any past projects where you collaborated with others to improve efficiency or deliver results. This will show that you can thrive in a dynamic team setting, which is crucial for this role.