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- Tasks: Join us as a Technical Paraplanner, analysing financial data and preparing reports.
- Company: Work with a leading investment management firm in the heart of London.
- Benefits: Enjoy career progression, development opportunities, and a supportive work environment.
- Why this job: Make a real impact on clients' financial futures while growing your skills in a dynamic team.
- Qualifications: Must have a Level 4 Diploma in Financial Planning or equivalent experience.
- Other info: EU work permit required; perfect for those seeking a rewarding career in finance.
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 experience of servicing clients for many years. They are looking to hire an experienced Paraplanner and the key duties are as follows:
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client’s needs.
- Request and obtain information/comparisons for analysis by the Adviser.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Check all compliance paperwork and internal sign off documents are present.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser.
- Ensure any recommendations detailed in a report are in line with any internal guidance/procedures.
- Discuss client objectives with the Adviser during debrief.
- Identify any shortfalls in client information and discuss with the Adviser.
- Submit paperwork when advice taken up in accordance with Company procedures.
- Ensure all paperwork is in order.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- Undertake annual reviews, where appropriate.
- On-going servicing of clients as and when required.
- Understanding of the Financial Planning/Corporate Advice process, where appropriate.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- Ability to multi-task and to prioritise and plan own workload.
- Good report writing and communication skills.
- Regulated Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning.
This is an excellent opportunity to work for a major employer with progression and development opportunities on offer.
Technical Paraplanner - Investment Management Firm employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner - Investment Management Firm
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the role of a Technical Paraplanner.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their experiences. This can provide you with valuable information about the company culture and expectations for the Technical Paraplanner role.
✨Tip Number 4
Prepare to discuss specific examples of your analytical skills and how you've successfully managed client information in previous roles. Being able to articulate your experience will set you apart during the interview process.
We think you need these skills to ace Technical Paraplanner - Investment Management Firm
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Paraplanner. 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 any financial planning diplomas or certifications, and showcase your ability to work independently and manage multiple tasks.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are a great fit for the role. Mention specific experiences that demonstrate your understanding of financial planning processes and your ability to meet client needs.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and 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
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning and investment strategies. Be prepared to discuss how you would approach asset allocation based on different client risk profiles, as this is a key part of the role.
✨Demonstrate Your Analytical Skills
Be ready to showcase your ability to analyse financial data and produce reports. You might be asked to walk through a sample analysis or report you've created in the past, so have examples at hand.
✨Familiarise Yourself with Compliance Procedures
Understanding compliance is crucial in this role. Make sure you can explain the importance of compliance paperwork and internal sign-off processes, as well as how you ensure accuracy in documentation.
✨Prepare Questions for the Adviser
Show your engagement by preparing thoughtful questions to ask the Adviser during the interview. This could include inquiries about their approach to client objectives or how they handle ongoing client servicing.
