At a Glance
- Tasks: Support Advisers with client management and technical report generation.
- Company: Dynamic financial services firm based in Brighton.
- Benefits: Competitive salary and opportunities for professional growth.
- Other info: Office-based role with a focus on collaboration and client success.
- Why this job: Join a supportive team and make a real difference for clients.
- Qualifications: Experience in paraplanning and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Our client based in Brighton is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end management of their clients.
Responsibilities
- Technical knowledge of products and procedures as well as law.
- Ability to work with defined business processes, for example:
- Participates in weekly meetings to organise and prioritise workload.
- Organises regular touch points during the week to ensure that activities and deliverables are carried out to plan and within deadlines.
- Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email or letter (as per client specification), as well as attending meetings with clients.
- Works with the Adviser(s) to ensure that client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office using the standard templates where appropriate; and producing/updating/writing more technical reports as required.
- Supports the Adviser(s) in utilising other agreed toolsets to provide data for client identification for example lifestyle planning via cashflow analysis, risk reports, investment analysis etc.
- Conducting research required to support advice from Adviser(s) including all relevant analysis, technical product research, producing illustrations etc.
- HNW client support as required.
- Support administrators on group corporate pensions and associated group benefits as required.
- Acts as main point of contact between Providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients. This includes dealing with letters of authority, processing new applications, following up with ongoing transactions, resolving issues etc.
- Ensures that the client is kept informed on progress and is notified when transactions are completed.
- Ensures that client fees and commission (initial, ongoing and ad-hoc) are set up and maintained correctly in Intelligent Office to support accurate monthly payments to the Adviser(s) and provide an accurate view on actual and forecast income for the FCA RMAR (Gabriel) report.
- Ad-hoc paraplanning tasks on behalf of the Adviser.
- Liaising with Compliance Teams, and completing any remedial work required to allow the Adviser(s) to proceed with the business.
- Provides support for Head of Support Services in defining and carrying out organisational projects and initiatives.
If you are interested in this position then please submit a copy of your CV to Riley at Artemis Recruitment.
Paraplanner (SJP) employer: Artemis Recruitment Consultants Ltd
Join a dynamic team in Brighton as a Paraplanner, where you will benefit from a supportive work culture that prioritises employee growth and development. With competitive salaries and opportunities to engage with high-net-worth clients, this role offers a rewarding career path in a collaborative environment that values your expertise and contributions.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (SJP)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about paraplanning roles. A friendly chat can lead to insider info or even a referral, which is always a bonus!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss products, procedures, and relevant laws confidently. We want you to shine when they ask about your experience and how you can support their Advisers.
✨Tip Number 3
Showcase your organisational skills! Be ready to talk about how you manage workloads and prioritise tasks. Use examples from your past experiences to demonstrate how you keep everything running smoothly, just like in the job description.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Paraplanner (SJP)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your technical knowledge and experience in supporting advisers, as well as any relevant qualifications. We want to see how you can bring value to our team!
Showcase Your Communication Skills:Since you'll be the key point of contact for clients, it's essential to demonstrate your communication skills. Use clear and concise language in your application, and don’t forget to mention any experience you have in client correspondence.
Highlight Your Organisational Skills:We love a well-organised candidate! Mention any experience you have with managing workloads, prioritising tasks, or using tools like Intelligent Office. This will show us that you can handle the responsibilities of the role effectively.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your CV and cover letter. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products and procedures. Familiarise yourself with relevant laws and regulations, as well as the specific tools and software mentioned in the job description, like Intelligent Office.
✨Show Your Organisational Skills
Be prepared to discuss how you manage your workload and prioritise tasks. Think of examples where you've successfully organised meetings or touchpoints, and how that helped keep projects on track.
✨Client Communication is Key
Since you'll be acting as a key point of contact for clients, practice articulating how you handle client correspondence. Share examples of how you've effectively communicated via phone, email, or in meetings, ensuring clients feel informed and valued.
✨Research and Analysis
Demonstrate your ability to conduct thorough research and analysis. Be ready to talk about past experiences where you've supported advisers with data analysis, cashflow planning, or investment research, showcasing your analytical skills.
