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For Companies At a Glance
- Tasks: Conduct research and analysis on financial products to support client goals.
- Company: Dynamic financial services firm based in London, fostering a collaborative environment.
- Benefits: Competitive salary, ongoing training, and opportunities for professional growth.
- Why this job: Join a team where your insights directly impact clients' financial futures.
- Qualifications: Level 4 qualification or equivalent; strong analytical and organisational skills required.
- Other info: Embrace continuous learning in a fast-paced, supportive workplace.
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 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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills and experience, especially those related to financial planning and compliance. Remember, confidence is key!
✨Showcase Your Skills
Create a portfolio that highlights your best work, including any suitability reports or financial plans you've drafted. This will give potential employers a tangible sense of your capabilities. We love seeing candidates who can demonstrate their expertise in a practical way!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can sometimes give you an edge, as we’re always on the lookout for passionate individuals who fit our culture. Let’s get you that Senior Paraplanner role!
We think you need these skills to ace Senior Paraplanner
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 past work that align with the responsibilities listed in the job description.
Showcase Your Analytical Skills: Since this role involves a lot of research and analysis, be sure to mention any tools or methods you’ve used in the past. We love seeing how you approach problem-solving and decision-making!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and insurance. Be ready to discuss how these products can align with different client goals, as this will show your expertise and understanding of the role.
✨Master the Art of Analysis
Prepare to demonstrate your analytical skills by discussing market trends and fund performance. Bring examples of how you've used cash flow analysis or risk assessments in past roles to support your recommendations, as this will highlight your practical experience.
✨Suitability Reports are Key
Be ready to talk about your experience drafting suitability reports. Think of specific instances where you explained complex financial strategies to clients, ensuring they understood the rationale behind your recommendations. This shows your ability to communicate effectively.
✨Stay Updated on Regulations
Show that you're committed to continuous learning by discussing recent changes in financial regulations or tax laws. Mention any ongoing education or qualifications you're pursuing, as this demonstrates your dedication to staying compliant and knowledgeable in the field.
