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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 in shaping clients' financial futures and gain valuable experience.
- Qualifications: Experience in financial planning and strong communication skills.
- Other info: Opportunity for growth in a collaborative and innovative workplace.
The predicted salary is between 36000 - 60000 £ 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
Effective Communication & Support:
- 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
Preparation of Advice:
- 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
Reporting:
- 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
The successful candidate will have experience of the following:
- Complex IHT and Estate Planning
- VCT, EIS and BR Products
- Pension/retirement planning
- Carry forward and lifetime allowance calculations
- Structured products
- Trusts
Paraplanner (IFA) - London, Harrow employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (IFA) - London, Harrow
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work as Paraplanners or in similar roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss complex IHT and estate planning, as well as VCT and EIS products. We want you to impress the interviewers with your expertise!
✨Tip Number 3
Showcase your communication skills! During interviews, be ready to demonstrate how you effectively communicate with clients and colleagues. Share examples of how you've collaborated on financial strategies or resolved client concerns.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Paraplanner (IFA) - London, Harrow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning, compliance, and any relevant qualifications. 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 the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves a lot of technical research and analysis, make sure to showcase your expertise in areas like IHT, estate planning, and pension calculations. We want to know you can hit the ground running!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of financial strategies, products, and the specific responsibilities of a Paraplanner. Familiarise yourself with complex IHT and estate planning, as well as VCT, EIS, and BR products. This will show that you're not just interested in the role but also understand the intricacies involved.
✨Showcase Your Communication Skills
Since effective communication is key in this role, prepare examples of how you've successfully communicated with clients or colleagues in the past. Think about times when you had to explain complex information clearly or resolve issues promptly. This will demonstrate your ability to support Wealth Planners effectively.
✨Be Ready for Technical Questions
Expect questions that test your technical knowledge, especially around pension planning and cash flow analysis. Brush up on relevant calculations and be prepared to discuss how you would approach preparing financial planning reports. This will help you stand out as a knowledgeable candidate.
✨Demonstrate Team Spirit
This role involves working closely with colleagues, so be ready to talk about your experience in team settings. Share examples of how you've collaborated on projects or supported others when needed. Highlighting your ability to work well within a team will show that you're a great fit for their culture.
