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- Tasks: Support Wealth Planners with financial strategies and client documentation.
- Company: Dynamic financial services firm based in Harrow.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a key role that shapes financial futures and enhances your skills.
- Qualifications: Knowledge of financial planning and strong communication skills.
- Other info: Opportunity for career growth in a collaborative atmosphere.
The predicted salary is between 30000 - 40000 £ per year.
Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.
Key Responsibilities- Adherence to Management System & Controls
- Maintain an up to date knowledge of company policies and procedures
- Ensure timely execution of adviser instructions
- Work with colleagues to ensure adherence to company procedures and standards
- Refer all client complaints and concerns promptly to your Manager, the Adviser and the Compliance Officer
- Ensure all client documents and relevant correspondence is saved to client files to ensure advice files are complete
- Maintain records according to the company standard
- Communicate with colleagues, clients and product providers as needed
- Attend regular Paraplanning meetings to discuss ongoing work and ensure advice approach across the team is similar
- Assist the wider team when needed and when there is capacity to do so
- Produce financial planning reports for consideration and signoff by advisers taking into account standards for suitability and quality
- Analyse client portfolios/products and other relevant information in order to prepare the above
- Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client
- Prepare cash flow analysis as required
- Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations
- Liaise with the Compliance department as necessary throughout the advice process
- Be a point of technical reference for advisers
- Build and maintain various company/ provider panels
- Maintain the workflow log including the addition of new work requests and updating of completed work
- Ensure that work items are closed correctly on the CRM once the work has been carried out
- Complex IHT and Estate Planning
- VCT, EIS and BR Products
- Pension/retirement planning
- Carry forward and lifetime allowance calculations
Paraplanner (IFA) - London, Harrow in Harrow on the Hill employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (IFA) - London, Harrow in Harrow on the Hill
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend events, and join relevant groups. You never know who might have the inside scoop on a Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss complex IHT and estate planning confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just wait for job alerts! Actively search for opportunities on our website and apply directly. This shows initiative and can set you apart from other candidates who are just waiting for roles to come to them.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind. Plus, it’s a great chance to reiterate why you’re the perfect fit!
We think you need these skills to ace Paraplanner (IFA) - London, Harrow in Harrow on the Hill
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience and skills that match the job description, like financial planning and communication abilities. We want to see how you can support our Wealth Planners!
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 team. Share specific examples of your past work that relate to the responsibilities listed in the job description. We love a good story!
Showcase Your Technical Skills: Since this role involves technical research and analysis, make sure to highlight any relevant qualifications or experiences. Mention your familiarity with IHT, estate planning, and other financial products. We’re looking for someone who knows their stuff!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around complex IHT and estate planning, VCT, EIS, and BR products. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Communication Skills
As a Paraplanner, effective communication is key. Prepare examples of how you've successfully communicated with clients or colleagues in the past. This could be through resolving issues or presenting financial strategies. It’ll demonstrate your ability to work well within a team and with clients.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Brush up on cash flow analysis and portfolio analysis techniques. Being able to explain your thought process and how you approach these tasks will impress the interviewers and show your analytical skills.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to financial planning and how they support their Paraplanners. This shows your interest in the role and helps you gauge if the company is the right fit for you.
