At a Glance
- Tasks: Support advisers by preparing quotes, reports, and conducting product research.
- Company: Market leader in Protection advice with a supportive team culture.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on quality and compliance.
- Why this job: Join a dynamic team and make a real impact in the financial advice sector.
- Qualifications: Experience in paraplanning and strong communication skills.
The predicted salary is between 50000 - 70000 £ per year.
Our Client is the market leader in Protection advice and due to ongoing success requires an additional Paraplanner.
Role Purpose: The Paraplanner – Adviser Team provides high-quality technical and administrative support to advisers in the delivery of life insurance advice. This role is responsible for preparing quotes and suitability reports, client communication on behalf of advisers, conducting product research and ensuring documentation is accurate, compliant and timely. The position enables advisers to focus on client relationships and strategic planning by managing key elements of the advice process behind the scenes, contributing to both efficiency and service excellence.
Key Responsibilities
- Advice Preparation Support
- Draft tailored suitability reports on protection advice.
- Ensure reports align with the adviser’s recommendations and comply with regulatory standards.
- Review client fact finds and meeting notes to inform advice documentation.
- Technical Research & Analysis
- Conduct product and provider research to support adviser recommendations.
- Compare costs, features and performance across solutions to aid in client outcomes.
- Keep up to date with insurance products, legislation and compliance requirements.
- Adviser Workflow Management
- Liaise with advisers to prioritise tasks and manage the timely delivery of advice documents.
- Work alongside the new business processing team to track progress of client cases and flag outstanding items or risks proactively.
- Compliance & Quality Assurance
- Ensure all client files are file check ready and meet internal and FCA documentation standards.
- Review and follow up on compliance feedback and file checks.
- Collaboration & Operational Support
- Work closely with the New Business processing team to streamline handovers.
- Provide support for internal projects and process improvements where required.
- Contribute to a positive team culture and knowledge-sharing environment.
- Culture & Workplace Contribution
- Contribute to a friendly, professional, and supportive team environment.
- Collaborate openly with colleagues and offer help when needed.
- Take pride in delivering consistent, high-quality work that contributes to team success.
This is a hybrid role with some office attendance required. Salary £50-£70,000 doe.
Senior Paraplanner in London employer: Cameron James
Our Client is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and collaboration. With a focus on delivering high-quality protection advice, employees benefit from ongoing training opportunities and the chance to work alongside industry leaders in a hybrid role that promotes work-life balance. The company's commitment to excellence and compliance ensures that every team member plays a vital role in achieving client success while enjoying a friendly and professional environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and insurance sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning and protection advice. We recommend role-playing with a friend or using online resources to get comfortable with your responses. Confidence is key!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience in drafting suitability reports and conducting product research. This will give potential employers a clear picture of what you bring to the table.
✨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 Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Paraplanner role. Highlight your experience in preparing suitability reports and conducting product research, as these are key responsibilities that we value.
Showcase Your Compliance Knowledge:Since compliance is a big part of the job, don’t forget to mention any relevant experience you have with regulatory standards. We want to see that you understand the importance of accurate and compliant documentation.
Demonstrate Team Spirit:We love a collaborative environment! Share examples of how you've worked with advisers or other teams in the past. This will show us that you can contribute to our positive team culture and support your colleagues.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application!
How to prepare for a job interview at Cameron James
✨Know Your Stuff
Make sure you brush up on the latest insurance products and compliance regulations. Being able to discuss recent changes in legislation or new product features will show that you're proactive and knowledgeable, which is key for a Senior Paraplanner.
✨Tailor Your Examples
Prepare specific examples from your past experience that demonstrate your ability to draft suitability reports and conduct thorough product research. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Show Your Team Spirit
This role requires collaboration with advisers and other teams, so be ready to discuss how you've contributed to a positive team culture in previous roles. Share instances where you’ve helped streamline processes or supported colleagues to achieve common goals.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions prepared about the company’s approach to client relationships or how they ensure compliance. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
