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- Tasks: Support Wealth Planners with research and documentation for financial planning.
- Company: Dynamic financial services firm focused on client outcomes.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Experience in paraplanning and knowledge of financial products required.
- Other info: Opportunity to mentor junior team members and enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
Actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes. A Paraplanner in this role would have significant experience to be able to support Wealth Planners delivering more complex advice.
Prepare client centric suitability reports and other documentation, adhering to the Company's processes and compliance framework. Paraplanners in this role are proactive in their support to Wealth Planners and take the initiative to maintain their technical knowledge and expertise keeping updated on developments and movements in the financial markets and industry.
As a Senior Paraplanner provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team. At all times those in this role ensures full compliance with the regulatory and organisational procedures, act honestly, fairly and professionally in accordance with the best interests of clients to deliver good outcomes.
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the ongoing advice service and existing products/services the client has, to enable the Wealth Planner to recommend a suitable solution to meet the client's needs and objectives with a good outcome. Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances. Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
Draft and co-ordinate technical documents and research for client presentation. When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Wealth Planner for them to discuss with the client. Act as a reference point for team concerns/queries, escalating to the Paraplanning Team Leader where appropriate.
Assist with training of new team members, providing extra support and oversight for those new in role. Support, motivate and coach colleagues in a collaborative way. Share knowledge to the benefit of the team and/or wider business.
Technical / Qualifications
- Experience of providing a first-class paraplanning service
- Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning advice
- Educated to at least A Level/Higher standard (or equivalent)
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
- Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
Systems/Internal Processes
- MC Office/Outlook - Proficient in Word, Excel and PowerPoint
- Experience of XPlan (Desired)
- Experience of Cashflow Planning software (Desired).
Senior Paraplanner in London employer: Canaccord Wealth
Contact Detail:
Canaccord Wealth Recruiting Team
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 financial planning 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
Get your research game on! Brush up on the latest trends in pensions, life insurance, and investment management. Being well-informed will not only impress potential employers but also help you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing with a friend or mentor. Focus on articulating how your experience aligns with the needs of Wealth Planners and how you can contribute to delivering great client outcomes.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your expertise in financial planning, especially in areas like pensions and investment management, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how your experience can support our Wealth Planners. Keep it client-centric and show us how you can deliver good outcomes.
Showcase Your Technical Knowledge: We want to see that you’re up-to-date with the latest developments in the financial markets. Mention any relevant training or qualifications, like your RQF level 4 Diploma, and how you’ve applied this knowledge in your previous roles.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Canaccord Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and services. Be ready to discuss pensions, life insurance, tax planning, and investment management in detail. This will show that you're not just familiar with the basics but can handle complex advice.
✨Prepare Suitability Reports
Practice drafting suitability reports before your interview. Think about how you would tailor these documents for different clients, especially those in vulnerable circumstances. Being able to demonstrate this skill will set you apart as a proactive candidate.
✨Show Your Team Spirit
Highlight your experience in coaching and supporting less experienced paraplanners. Share examples of how you've motivated colleagues or contributed to team improvements. This will showcase your collaborative nature, which is key for this role.
✨Stay Updated
Keep yourself informed about the latest developments in the financial markets and industry regulations. Bring up recent changes during your interview to demonstrate your commitment to maintaining technical knowledge and expertise.