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- Tasks: Support financial advisors by preparing reports and researching investment options for clients.
- Company: Dynamic financial services firm in Central London with a focus on compliance and client satisfaction.
- Benefits: Competitive salary, professional development opportunities, and a collaborative work environment.
- Why this job: Join a team that values your input and helps you grow in the financial sector.
- Qualifications: University degree and 3+ years in financial services; Level 4 qualification preferred.
- Other info: Exciting opportunity to make a real impact in clients' financial journeys.
The predicted salary is between 36000 - 60000 £ per year.
We have a new opportunity for a Paraplanner to join our clients based in Central London. The role will involve liaising with advisers, providers and office staff to promote the company's services to the highest standards of compliance with current FCA regulations. The role may also include assisting the investment management team in research and execution of suitable investments for clients.
Responsibilities
- Prepare, complete and deliver reports, cash flow planning and annual reviews for clients to a high professional standard, including collating and providing the relevant information.
- Provide high-level administrative support to branch wealth managers / financial advisors and work closely and communicate clearly with the general branch administration support.
- Assist the Wealth managers in assessing and researching investment funds for client portfolios.
- Monitor clients portfolio to ensure they remain in line with chosen investment mandate.
- Gather and record client data as well as developing and maintaining all processes relevant to technical support and undertaking product-based research.
- Where appropriate, attend client meetings and communicate with clients (both face to face or remote) and with third parties / stakeholders as required.
- Provide reports on key measures on a regular basis and undertake professional development and training where relevant.
Qualifications & Experience
- A University degree or equivalent combination of education/experience.
- 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.
- Experience working with accuracy and ability to organise/time-manage.
PARAPLANNER - CENTRAL 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 PARAPLANNER - CENTRAL LONDON
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about paraplanning. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and financial planning principles. We want you to shine when discussing how you can help clients with their investment portfolios!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client data or supported wealth managers in the past. This will demonstrate your ability to handle the responsibilities of a 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 are proactive about their job search.
We think you need these skills to ace PARAPLANNER - CENTRAL LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your financial services experience and any relevant qualifications, like the CII Regulated Diploma. 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 passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Attention to Detail: As a Paraplanner, accuracy is key. In your application, demonstrate your attention to detail by ensuring there are no typos or errors. We appreciate candidates who take pride in their work!
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’re considered for the role. Plus, it shows you’re keen to join our team!
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 latest FCA regulations. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in financial services. Talk about how you've successfully supported wealth managers or handled client portfolios, as this will demonstrate your hands-on knowledge.
✨Communication is Key
Since the role involves liaising with advisers and clients, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable discussing complex topics in an easy-to-understand way.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions ready about the company’s approach to investment management or their compliance processes. This shows that you're engaged and thinking critically about how you can contribute.
