Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse client portfolios and provide FCA-regulated financial advice.
- Company: Dynamic financial services firm in the heart of London.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: University degree and Level 4 Qualification preferred, with 3 years' experience.
- Other info: Join a supportive team focused on operational efficiency and client success.
The predicted salary is between 36000 - 60000 £ per year.
We have a new opportunity for a Senior Paraplanner to join our clients based in the City of London. The Senior Paraplanner within the UK Additions Team analyses client portfolios and accounts to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing and involves conducting fact-finding discussions, writing suitability reports, and delivering advice directly to clients.
Key Responsibilities:- Conduct fact-finding calls with clients to assess objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations.
- Review and develop plans for clients with highly specialised situations.
- Analyse clients' existing pension and investment bond arrangements to determine whether a transfer or surrender is appropriate.
- Communicate advice directly to clients in a clear and professional manner.
- Prepare written proposals and recommendations, presenting them to clients to ensure understanding.
- Collaborate with other departments to deliver optimal client outcomes, including developing resources and providing training.
- Contribute to ad hoc projects aimed at improving operational efficiency.
- Adhere to compliance requirements and internal procedures to ensure regulatory standards are met in the provision of regulated advice.
- University degree or equivalent combination of education and experience.
- Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma).
- Minimum of 3 years’ experience in financial services.
- Strong understanding of financial planning principles and client suitability.
- High attention to detail and ability to manage multiple tasks effectively.
- Strong numerical and analytical skills.
- Ability to perform under pressure and collaborate effectively in a dynamic team environment.
- Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter.
SENIOR PARAPLANNER - LONDON in City of London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SENIOR PARAPLANNER - LONDON in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities for a Senior Paraplanner. A friendly chat can often lead to job leads that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and client communication. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss specific examples of how you've analysed client portfolios or made recommendations. This will demonstrate your expertise and attention to detail, which are crucial for a Senior Paraplanner.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace SENIOR PARAPLANNER - LONDON in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial services, especially any work with pension transfers and investment taxation. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description, like conducting fact-finding calls or preparing suitability reports.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and professionally, just like we do with our clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining StudySmarter!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning principles and the specifics of FCA regulations. Being able to discuss pension transfers, investment taxation, and account structures confidently will show that you're not just familiar with the basics but can also handle complex client situations.
✨Practice Fact-Finding
Since this role involves conducting fact-finding discussions, it’s a good idea to practice how you would approach these conversations. Think about the types of questions you’d ask clients to assess their objectives and financial situations, and be ready to demonstrate your ability to listen and respond effectively.
✨Prepare Suitability Reports
Get comfortable with writing suitability reports. You might be asked to explain how you would present recommendations to clients. Consider preparing a mock report based on a hypothetical client scenario to showcase your analytical skills and attention to detail during the interview.
✨Show Team Spirit
Collaboration is key in this role, so be prepared to discuss how you've worked with other departments in the past. Share examples of how you contributed to team projects or improved operational efficiency, as this will highlight your ability to work well in a dynamic environment.
