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- Tasks: Join a close-knit team to assist in preparing financial recommendations and reports.
- Company: A growing Family Office in London's West End with a supportive culture.
- Benefits: Enjoy a collaborative environment and opportunities for continuous personal development.
- Why this job: Be part of a dynamic team, engage in meaningful work, and enhance your financial expertise.
- Qualifications: Must have Level 4 Diploma for Financial Advisers and paraplanning experience.
- Other info: Opportunity to participate in investment strategies and client meetings.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for Family Office based in the West End who are looking for a Paraplanner to join their team. They are looking for a Paraplanner who has completed the Level 4 Diploma.
Position Summary:
This a growing business, with a small, close knit team with an excellent working environment and culture. This position will work in collaboration with the Financial Adviser, Client Manager and other colleagues, you will assist in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records. The role will involve promoting the company’s services in a professional and FCA compliant manner.
Core Duties & Responsibilities:
Qualifications and Skills:
Essential:
Desirable:
Technical knowledge may be validated from time to time through internal assessment.
Key Skills:
Paraplanner - London/West End employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - London/West End
✨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 specific software mentioned in the job description, such as Iress or Adviser Office. Consider taking online tutorials or courses to enhance your skills and demonstrate your commitment to the role.
✨Tip Number 3
Stay updated on the latest FCA regulations and financial planning trends. This knowledge will not only help you in interviews but also show that you are proactive and dedicated to your professional development.
✨Tip Number 4
Prepare to discuss your experience with client communications and report writing during interviews. Think of specific examples where you've successfully managed client queries or produced detailed reports, as these are key aspects of the Paraplanner role.
We think you need these skills to ace Paraplanner - London/West End
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and any relevant paraplanning experience. Emphasise your knowledge of investment, life, and pension products, as well as your familiarity with Iress/Adviser Office software.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the core duties, such as handling client queries and preparing suitability reports. Show that you understand the importance of compliance with FCA regulations.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, provide examples in your application of how you've effectively communicated with clients or colleagues in previous positions.
Highlight Continuous Development: Mention any ongoing professional development or training you are pursuing, especially if it relates to becoming a Certified or Chartered Financial Planner. This shows your commitment to staying updated in the financial planning field.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant paraplanning experience during the interview. Be prepared to discuss how your qualifications align with the role and how they can benefit the team.
✨Demonstrate Communication Skills
Since the role involves handling client queries and preparing reports, practice articulating your thoughts clearly. Use examples from your past experiences to showcase your ability to communicate effectively with clients and colleagues.
✨Familiarise Yourself with Financial Products
Brush up on your knowledge of investment, life, and pension products. Be ready to discuss how you would approach client needs and formulate recommendations based on these products, as this will be a key part of your role.
✨Prepare for Technical Questions
Expect questions that assess your understanding of tax, trusts, and pensions. Review common scenarios you might encounter in the role and think about how you would handle them, as this will demonstrate your analytical skills and attention to detail.
