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- Tasks: Join our team as a Senior Paraplanner, supporting Financial Advisers and managing client relationships.
- Company: We're a growing financial services firm located in the vibrant Tower Bridge area of London.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a dynamic work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals while working in a supportive team culture.
- Qualifications: Experience in paraplanning and a strong understanding of financial planning principles are essential.
- Other info: This role offers the chance to build lasting client relationships and develop your career in finance.
The predicted salary is between 43000 - 62000 £ per year.
Type of Position: Senior Paraplanner – London, Tower Bridge
Pay: £50k – £55k
Reference: TowerBridge1
Senior Paraplanner – London, Tower Bridge
Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of London.
The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser and the rest of the Administration team.
Areas of responsibility:
- Preparing and maintaining the client file
- Check all compliance paperwork is present.
- Confirm client risk profile is determined.
- Discuss client objectives with planner.
- Identify and obtain the information necessary to compile financial cashflow forecast.
- Compile draft net worth statement, income and expenditure statements and financial cash-flow forecast and discuss with planner.
- Preparing recommendations
- Identify areas for planning.
- Undertake research, both independently and with the Financial Adviser to identify suitable solutions to meet clients’ needs.
- Prepare information/comparisons for analysis by planner.
- Liaise with clients’ legal and tax advisers (if applicable).
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Prepare draft recommendation reports to be discussed/signed off by planner.
- Implementing recommendations
- Prepare suitability letters in accordance with the agreed recommendations.
- Ensure all compliance paperwork is in order.
- Make changes to clients’ investments as instructed.
- Implement the chosen investment strategies.
Review
- Act as the main point of contact and deal effectively with queries from clients and other parties through effective communication.
- Establish and build strong relationships with clients and attend client meetings with Adviser if required.
- Organise future planning meetings with client.
- Send planning figures to client for update and revision in preparation for next meeting.
- Initiate review meetings with clients.
- Responsibilities
Assist the Financial Adviser/Planner in establishing new client relationships. - Assess clients’ financial circumstances.
- Prepare financial statements to support the development of clients’ financial strategies. This may involve the use of Financial
- Planning software tools, such as O&M Profiler Analytics.
- Carry out research and analyse products and services that are appropriate to each client’s financial circumstances.
- Propose and draft financial solutions that meet clients’ goals, needs and objectives.
- Assist with the accurate completion of application and proposal forms.
- Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
- Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
- Develop productive working relationships with colleagues and clients throughout the financial services environment.
- Adhere to FCA rules and guidance.
- Act ethically, impartially and always in the best interests of clients.
- Meet the FCA (formerly FSA) Treating Customers Fairly requirements.
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Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - London, Tower Bridge
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software tools, such as O&M Profiler Analytics. Being proficient in these tools can set you apart from other candidates and demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience in compliance and client relationship management during interviews. Highlight specific examples where you've successfully navigated compliance paperwork or built strong relationships with clients.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and how they treat clients can help you tailor your approach and show that you're a good fit for their team.
We think you need these skills to ace Senior Paraplanner - London, Tower Bridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner. Focus on your skills in preparing client files, compliance paperwork, and financial forecasting, as these are key responsibilities for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and work ethic. Mention specific experiences where you successfully collaborated with Financial Advisers and how you’ve built strong client relationships.
Highlight Relevant Skills: Emphasise your proficiency with financial planning software and your ability to conduct thorough research. Mention any experience you have with compliance and regulatory requirements, as this is crucial for the position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Planning Tools
Familiarise yourself with financial planning software tools like O&M Profiler Analytics. Be prepared to discuss how you have used these tools in previous roles to analyse products and services tailored to clients' needs.
✨Demonstrate Compliance Knowledge
Understand the importance of compliance in the financial services sector. Be ready to explain how you ensure all compliance paperwork is in order and how you adhere to FCA rules and guidance in your work.
✨Showcase Your Communication Skills
As a Senior Paraplanner, effective communication is key. Prepare examples of how you've built strong relationships with clients and colleagues, and how you've handled queries or concerns in a professional manner.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you identified client objectives, proposed financial solutions, and implemented strategies successfully.
