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- Tasks: Join our team as a Paraplanner, analysing client portfolios and providing tailored financial advice.
- Company: Be part of a global investment management firm with a strong reputation in the industry.
- Benefits: Enjoy a dynamic work environment, opportunities for training, and potential for career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals while developing your skills.
- Qualifications: A degree and Level 4 qualification in Financial Planning or Investment Advice is preferred.
- Other info: Ideal for those with 3+ years in financial services, looking to thrive in a collaborative team.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – London
Our client is looking for a Paraplanner for their London office. This is a hybrid role with only 2 days in the office. You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports.
They successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team. The client is at the heart of our values and therefore all communication should be bespoke to them and written in concise Plain English.
The successful candidate will need to ensure the advice provides is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner. You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. You will also need to regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
Requirements:
Benefits package includes:
Paraplanner - London employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - London
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as paraplanners or in investment management. 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 regulations and compliance requirements in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience where you successfully evaluated client portfolios or made asset allocation recommendations. This will showcase your practical skills and understanding of the role.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailor your conversations during interviews to reflect how your personal values align with theirs, which can significantly enhance your chances of landing the job.
We think you need these skills to ace Paraplanner - London
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with key concepts such as asset allocation recommendations and suitability reports, as these will be crucial in your application.
Tailor Your CV: Highlight your relevant experience in financial services, particularly any roles that involved client portfolio analysis or regulatory compliance. Make sure to emphasise your Level 4 Qualification and any specific achievements that demonstrate your expertise.
Craft a Compelling Cover Letter: Use your cover letter to explain why you're a great fit for this role. Discuss your understanding of financial planning principles and how your experience aligns with the company's needs. Be sure to mention your ability to work under pressure and in a team environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for a Paraplanner role. Consider asking a friend or colleague to review it as well.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Planning Principles
Make sure you have a solid understanding of financial planning principles, especially those related to pension transfers and investment taxation. Be prepared to discuss how these principles apply to real-world scenarios during the interview.
✨Demonstrate Your Analytical Skills
Since the role involves analysing client portfolios, be ready to showcase your analytical skills. You might be asked to evaluate a hypothetical client's financial situation, so practice articulating your thought process clearly.
✨Prepare for Technical Questions
Expect technical questions related to asset allocation recommendations and suitability reports. Brush up on relevant regulations and compliance issues to demonstrate your knowledge and commitment to adhering to industry standards.
✨Showcase Your Teamwork Abilities
This role requires working in a dynamic team environment, so be prepared to discuss your experience collaborating with others. Share examples of how you've contributed to team projects or led training sessions in the past.
