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- Tasks: Assist Advisers with client portfolios, focusing on pensions and investments.
- Company: Join a dynamic firm dedicated to providing top-notch financial advice.
- Benefits: Enjoy a hybrid work model and opportunities for professional development.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: Level 4 Qualification in Financial Planning and 3+ years in financial services required.
- Other info: Collaborate across departments and engage in projects to enhance efficiency.
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.
Key responsibilities include:
- 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 clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable.
- 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.
Qualifications and experience required:
- 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.
- This is a hybrid role with 3/4 days in the office.
Paraplanner (Pensions Management) 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)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or advisers. Attend industry events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions management. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Prepare for fact-finding calls by practising your communication skills. Being able to effectively evaluate client objectives and financial situations is crucial, so role-play these scenarios with a friend or mentor.
✨Tip Number 4
Showcase your experience with compliance and regulatory standards in financial planning. Highlight any specific projects or training you've undertaken that align with the T&C scheme mentioned in the job description.
We think you need these skills to ace Paraplanner (Pensions Management)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Senior Paraplanner. Familiarise yourself with pension transfers, investment taxation, and client suitability to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 3+ years of financial services experience. Provide specific examples of how you've assisted advisers or worked on client portfolios, particularly in areas related to pensions and investments.
Showcase Qualifications: Mention your Level 4 Qualification, such as the CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma. This will demonstrate your commitment to professional development and regulatory compliance.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific needs of the company. Discuss how your skills and experiences align with their goals, especially in improving client outcomes and developing new resources.
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 pensions and investments. Be prepared to discuss how these principles apply to client suitability and how you've used them in your previous roles.
✨Demonstrate Your Client Interaction Skills
Since the role involves conducting fact-finding calls with clients, be ready to showcase your communication skills. Share examples of how you've effectively evaluated client objectives and provided tailored advice in the past.
✨Familiarise Yourself with Regulatory Compliance
Understanding the T&C scheme and regulatory compliance is crucial for this position. Brush up on relevant regulations and be prepared to discuss how you ensure compliance in your work.
✨Showcase Your Team Collaboration Experience
This role requires working with other departments to achieve the best outcomes for clients. Prepare examples of how you've collaborated with colleagues in the past to improve processes or develop resources.
