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For Companies At a Glance
- Tasks: Support advisers, manage team workloads, and conduct financial analysis for client recommendations.
- Company: Blakemore Recruitment connects talent with a thriving IFA in London.
- Benefits: Enjoy ongoing career development and competitive compensation in a dynamic environment.
- Why this job: Join a supportive team focused on client relationships and professional growth.
- Qualifications: Must be Chartered qualified with Paraplanning experience.
- Other info: Stay updated with legislation and participate in webinars for continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered)
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience.
General Responsibilities:
• Be a point of contact for any Adviser queries.
• Delegate work requests appropriately within the team.
• Ensure team member’s workloads are monitored regularly and that they receive adequate training and support.
• Ensure Suitability Reports are updated with current legislation.
• Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained.
• Offer support and guidance to the Administration team when required.
• Assess client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
• Discuss cases with the adviser and pro-actively update the adviser throughout.
• Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
• Prepare all relevant paperwork for client meetings.
• Prepare and compile financial analysis.
• Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
• Liaise with product providers and other relevant third parties.
• Ensure that all client requirements are followed through to the appropriate conclusion.
• Keep up to date with legislation.
• Participate in online provider webinars for continued technical knowledge and ongoing CPD. • Ensure thorough knowledge of product research and analytical tools.
• An understanding of FCA regulations and guidelines relating to financial services clients.
Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation?
Please apply for more information.
Chartered Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Chartered Paraplanners. Attend industry events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Stay updated on the latest FCA regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Prepare to discuss your experience in building client relationships and how you've successfully managed adviser queries in the past. Be ready to provide specific examples that showcase your proactive approach.
✨Tip Number 4
Familiarise yourself with various product research and analytical tools commonly used in paraplanning. Being knowledgeable about these tools can set you apart from other candidates during the interview process.
We think you need these skills to ace Chartered Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered qualifications and relevant Paraplanning experience. Use specific examples that demonstrate your ability to build client relationships and manage workloads effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed in the job description, particularly your experience with financial analysis and compliance standards.
Highlight Relevant Skills: In your application, emphasise your understanding of FCA regulations and your ability to conduct thorough product research. This will show that you are well-prepared for the responsibilities of 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 crucial in the financial services industry.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Chartered Qualification
Make sure to highlight your Chartered status during the interview. Discuss how this qualification has equipped you with the necessary skills and knowledge to excel in the role, especially in relation to compliance and regulatory standards.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in previous roles. This is crucial for the position, so be ready to discuss specific instances where your proactive approach made a difference.
✨Familiarise Yourself with Current Legislation
Stay updated on the latest financial regulations and compliance standards. Be prepared to discuss how you ensure that your work aligns with these requirements, as this will show your commitment to maintaining high professional standards.
✨Prepare for Technical Questions
Expect questions related to financial analysis and product research. Brush up on your knowledge of analytical tools and be ready to explain how you would approach drafting recommendation reports based on client needs.
