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- Tasks: Support financial planning by preparing client files and conducting research for meetings.
- Company: Established Financial Planning firm in London with a proactive approach.
- Benefits: Competitive salary, career development opportunities, and supportive work environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Relevant financial planning qualification and strong report writing skills.
- Other info: Flexible working environment with excellent growth potential.
The predicted salary is between 36000 - 54000 £ per year.
This is a brilliant opportunity for a technical and professional individual to take on a new role within a well established Financial Planning firm.
The ideal candidate will have:
- Hold certificate in or working towards relevant financial planning qualification
- A good understanding of the financial planning processes
- Able to work within defined business processes
- Strong report writing ability and experience
- Ability to achieve agreed outcomes without supervision
- Confident customer facing manner
- Ability to carry out needs analysis and make recommendations to Adviser
- Good all round financial services experience - ideally gained with an IFA
- IT aptitude
- Flexibility and tenacity
- Understanding of general compliance and FCA requirements
The role offers excellent scope and shall include:
- Preparing and maintaining client files.
- Carrying out research for the Practice Principle client meetings, including:
- Discussing client objectives with Practice Principle
- Provision of technical expertise
- Ensuring all compliance, risk profile and product provider paperwork is present
- Identifying and obtaining the information necessary to compile financial planning options
- Presenting completed file to Practice Principle
- Identify areas for planning
- Undertake research to identify suitable solutions to meet the clients needs
- Prepare information/comparisons for analysis
- Liaise with client's legal and tax advisers (if applicable)
- Consider current and future allocation of assets for investment strategy with regard to client risk profile
- Prepare suitability letters in accordance with the agreed recommendations
- Complete application forms and proposals
- Ensure all compliance paperwork is in order
- Submit file for compliance checking and address any issues raised
- Make changes to clients’ investments as instructed
- Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly
- Act as main technical point of contact and deal effectively with queries from clients and other parties through effective communication
- Establish and build strong relationships with clients
- Organise future planning meetings with client
- Review investment portfolio, asset allocation, risk profile etc
- Send planning figures to client for update and revision in preparation for next meeting
- Prepare post review summary letters for issue to clients
Some excellent benefits on offer - This is an excellent opportunity to develop your career with a proactive employer. Please apply or get in touch for more information.
Paraplanner/ Senior Administrator - London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/ Senior Administrator - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, attend industry events, and join relevant online forums. We can’t stress enough how important it is to make those personal connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your report writing abilities and any successful projects you've worked on. This will give potential employers a tangible sense of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner/ Senior Administrator - London
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight any relevant financial planning qualifications you have or are working towards. We want to see your commitment to the field, so don’t be shy about showcasing your achievements!
Demonstrate Your Technical Skills: Since this role requires a good understanding of financial planning processes and IT aptitude, be sure to mention any specific tools or software you’re familiar with. We love tech-savvy candidates who can hit the ground running!
Craft a Strong Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Paraplanner role. We appreciate a personal touch, so feel free to share your passion for financial planning and how you can contribute to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important details. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge before the interview. Understand the processes and regulations, especially around compliance and FCA requirements. Being able to discuss these confidently will show that you're serious about the role.
✨Show Off Your Report Writing Skills
Since strong report writing ability is key for this position, prepare a few examples of reports or documents you've created in the past. Be ready to discuss how you approach writing recommendations and ensuring all compliance paperwork is in order.
✨Demonstrate Your Client Relationship Skills
This role involves building strong relationships with clients, so think of examples where you've successfully managed client interactions. Highlight your customer-facing experience and how you've effectively communicated complex information to clients.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Brush up on your knowledge of investment strategies, risk profiles, and asset allocation. Being able to articulate your thought process when making recommendations will set you apart from other candidates.
