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- Tasks: Assist in financial analysis and prepare reports for client discussions.
- Company: Join a leading private banking organisation focused on wealth management.
- Benefits: Enjoy opportunities for progression, development, and a supportive work environment.
- Why this job: Make a real impact on clients' financial goals while growing your career.
- Qualifications: Must hold a Level 4 Regulated Diploma in Financial Planning or equivalent.
- Other info: This role requires strong communication skills and the ability to manage tasks independently.
The predicted salary is between 36000 - 60000 £ per year.
Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives. They offer financial advice and investment management services provided by highly qualified professionals with extensive experience.
They are looking to hire an experienced Paraplanner with the following key duties:
- Request and review all necessary information and undertake financial analysis to produce reports for discussion with the Adviser.
- Research suitable solutions to meet client needs and consider asset allocation strategies based on client risk profiles.
- Check compliance paperwork and internal sign-off documents.
- Prepare draft recommendation reports for review and approval by the Adviser, ensuring compliance with internal procedures.
- Discuss client objectives during debriefs and identify any shortfalls in client information.
- Submit paperwork following advice procedures, ensuring accuracy and completeness.
- Record data accurately in the company's back-office systems and update as per procedures.
- Undertake annual reviews and ongoing client servicing as needed.
- Understand the Financial Planning/Corporate Advice process where applicable.
- Work within defined processes to achieve outcomes without supervision.
- Prioritize tasks and manage workload effectively.
- Maintain good report writing and communication skills.
- Hold a Regulated Diploma in Financial Planning (CII) - Level 4 or equivalent.
This is an excellent opportunity to work for a major employer with prospects for progression and development.
Paraplanner Private Banking organisation employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Private Banking organisation
✨Tip Number 1
Network with professionals in the private banking sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the role of a Paraplanner.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and compliance requirements. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully analysed financial information and provided recommendations. This will showcase your practical experience and problem-solving skills.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Tailor your conversations to reflect how your personal values align with theirs, which can make a strong impression during interviews.
We think you need these skills to ace Paraplanner Private Banking organisation
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner in a Private Banking organisation. Familiarise yourself with the key duties mentioned in the job description, such as financial analysis, compliance checks, and report writing.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your qualifications, particularly your Regulated Diploma in Financial Planning (CII) - Level 4 or equivalent, and any previous roles that involved financial analysis or client servicing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific experiences that demonstrate your ability to meet client needs and manage workloads effectively, as well as your strong communication skills.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your information is accurate and that your application reflects professionalism, as attention to detail is crucial in this field.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning and investment management. Be prepared to discuss asset allocation strategies and how they relate to different client risk profiles.
✨Demonstrate Attention to Detail
Since the role involves checking compliance paperwork and preparing recommendation reports, highlight your attention to detail. Share examples from your past experiences where accuracy was crucial.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about how you would handle specific client situations or compliance issues, and be ready to explain your thought process.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be prepared to discuss how you would convey complex financial information to clients and ensure they understand their options clearly.
