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- Tasks: Prepare reports and assist in client meetings while managing special projects.
- Company: Join a forward-thinking financial services firm that values innovation and teamwork.
- Benefits: Competitive salary, supportive work culture, and opportunities for professional growth.
- Why this job: Be part of a happy team making a real difference in clients' financial journeys.
- Qualifications: Experience with financial tools and a passion for learning and progress.
- Other info: Dynamic environment focused on compliance and ethical standards.
The predicted salary is between 36000 - 60000 £ per year.
The role will be as Paraplanner, working in a business that is embracing change in order to deliver the best outcomes for clients. The business is using the recent lockdown to improve on all processes and communication methods so the ideal candidate will need to embrace change, be able to manage projects and have a clear vision of where the financial service industry needs to progress to. Ideally, they have experience in Intelligent Office (or another back-office system), Financial Express / Analytics and Cash Calc (or another cash flow planning tool). This is a great opportunity to join a very happy business and one rewards hard work.
General responsibilities
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
- Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
- Keep up to date with all relevant product, legislative and technical changes, as required.
- Follow appropriate ethical standards within the firm at all times.
- Ensure all dealings with clients are carried out in a professional and courteous manner.
Specific responsibilities
- Preparation of reports for IFAs, including recommendation letters and sign up documents.
- Assisting the Director with new and existing client meetings.
- Working with the Director and leading special projects designed to improve the business.
- Working with compliance to ensure that all processes are adhered to.
Skills required
- Patience
- Able to work in a team
- Willing to learn
- Able to work on their own
- Being trustworthy
- Being organised
- Attention to detail
- Good listening skills
- Good telephone manner
- Above all enthusiasm to progress, learn and produce the best outcomes for our clients
Senior Paraplanner - Upminster employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Upminster
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its recent changes. Show them you’re not just another candidate; demonstrate your understanding of their vision and how you can contribute to their goals, especially in embracing change.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients and preparing reports, being articulate and professional is key. Consider mock interviews or role-playing scenarios to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly shows your enthusiasm for joining our happy business. Let’s get you started on this exciting journey!
We think you need these skills to ace Senior Paraplanner - Upminster
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the financial services industry shine through. We want to see that you're excited about the role and ready to embrace change, just like we are!
Tailor Your Experience: Make sure to highlight your experience with tools like Intelligent Office or Cash Calc. We’re looking for someone who can hit the ground running, so show us how your skills align with what we need.
Be Professional and Courteous: Remember, your written application is your first impression. Keep it professional, polite, and clear. We value good communication, so make sure your application reflects that!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on the latest trends in the financial services industry. Familiarise yourself with Intelligent Office, Financial Express, and Cash Calc. Being able to discuss these tools confidently will show that you're ready to hit the ground running.
✨Embrace Change
Since the company is focused on improving processes, be prepared to discuss how you've adapted to change in your previous roles. Share specific examples of projects you've managed or improvements you've implemented to demonstrate your proactive approach.
✨Showcase Your Team Spirit
This role requires collaboration, so highlight your experience working in teams. Talk about how you've contributed to team success and how you handle challenges within a group setting. A positive attitude towards teamwork can set you apart.
✨Attention to Detail is Key
Given the nature of the role, attention to detail is crucial. Prepare to discuss how you ensure accuracy in your work, especially when preparing reports or dealing with compliance. Maybe share a story where your meticulousness made a difference.
