Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse client portfolios and provide FCA-regulated financial advice on pensions and investments.
- Company: Join a leading recruitment consultancy in the heart of Greater London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for training and compliance expertise.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: University degree and Level 4 qualification preferred, with 3 years in financial services.
The predicted salary is between 40000 - 50000 £ per year.
Artemis Recruitment Consultants Ltd is seeking a Paraplanner in Greater London for their UK New Business team. The role focuses on analyzing client portfolios to provide FCA-regulated financial advice, including pension transfers and investment taxation.
Responsibilities include:
- Formulating asset allocation recommendations
- Training other teams
- Ensuring compliance with FCA regulations
Ideal candidates should have:
- A university degree
- Level 4 qualification preferred
- At least 3 years of experience in financial services
Strong analytical skills and attention to detail are essential.
Paraplanner – FCA-Regulated Pension & Investment Analysis in 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 – FCA-Regulated Pension & Investment Analysis in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on FCA regulations and current market trends. We want you to be able to discuss pension transfers and investment taxation confidently. Show them you’re not just a candidate, but a knowledgeable asset!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner gig! We’ve got all the latest listings, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Paraplanner – FCA-Regulated Pension & Investment Analysis in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services, especially any work with FCA regulations, pension transfers, and investment analysis. We want to see how your skills match what we're looking for!
Showcase Your Analytical Skills: Since strong analytical skills are a must for this role, include specific examples of how you've used these skills in past positions. Whether it's formulating asset allocation recommendations or analysing client portfolios, let us know how you’ve made an impact.
Be Clear and Concise: When writing your application, clarity is key! Use straightforward language and avoid jargon unless it’s relevant. We appreciate a well-structured application that gets straight to the point, so keep it concise and focused.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all the necessary documents in one go. Plus, it helps us keep track of your application!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Numbers
As a Paraplanner, you'll be dealing with financial data all the time. Brush up on your analytical skills and be ready to discuss specific examples of how you've successfully analysed client portfolios in the past. This will show your potential employer that you can handle the responsibilities of the role.
✨Understand FCA Regulations
Since compliance is key in this role, make sure you have a solid understanding of FCA regulations. Familiarise yourself with recent changes and be prepared to discuss how these impact pension transfers and investment taxation. This will demonstrate your commitment to staying updated in the field.
✨Prepare for Scenario Questions
Expect scenario-based questions where you might need to formulate asset allocation recommendations on the spot. Practice articulating your thought process clearly and logically. This will help you showcase your analytical skills and attention to detail effectively during the interview.
✨Showcase Your Training Experience
If you've trained other teams before, be ready to share those experiences. Discuss how you approached training, what methods you used, and the outcomes. This will highlight your leadership skills and ability to communicate complex information, which is crucial for a Paraplanner.