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- Tasks: Join a dynamic team as a Senior Paraplanner, supporting financial advisers and clients daily.
- Company: Be part of a growing financial services firm located in vibrant Tower Bridge, London.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Make a real impact on clients' financial futures while building strong relationships in a supportive culture.
- Qualifications: Experience in financial planning or paraplanning is essential; strong communication skills are a must.
- Other info: This role requires an EU work permit; apply before the expiry date for consideration.
The predicted salary is between 43200 - 72000 ÂŁ per year.
Social network you want to login/join with:
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Client:
Location:
London, United Kingdom
Job Category:
Other
–
EU work permit required:
Yes
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Job Reference:
9c6c0b016330
Job Views:
25
Posted:
31.07.2025
Expiry Date:
14.09.2025
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Job Description:
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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Senior Paraplanner - London, Tower Bridge employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants 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 sector, 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 the role.
✨Tip Number 3
Research the company culture and values of the organisation you're applying to. Tailor your approach during interviews to reflect how your personal values align with theirs, showcasing your potential fit within their team.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to build rapport, as these are crucial for a Senior Paraplanner role.
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 analysis. Use specific examples to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and work ethic. Explain why you are passionate about the role and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your ability to conduct research, prepare financial statements, and liaise with clients and advisers. Mention any experience with financial planning software, as this is crucial for the role.
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
✨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 FCA rules and guidance thoroughly. Be ready to explain how you ensure compliance in your work, particularly regarding client documentation and suitability letters.
✨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 needs and proposed financial solutions, and be ready to discuss these in detail.
