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- Tasks: Support financial advisers by coordinating client meetings and preparing essential documents.
- Company: Join a leading investment manager in London focused on financial planning.
- Benefits: Enjoy a 12-month contract with opportunities for professional growth and development.
- Why this job: Gain hands-on experience in finance while contributing to client success and enhancing your skills.
- Qualifications: Working towards CII Level 4 Financial Planning qualification; strong Excel and operational skills required.
- Other info: Open to all applicants, promoting diversity and inclusion in the workplace.
The predicted salary is between 36000 - 60000 £ per year.
Are you working towards your CII Level 4 Financial Planning qualification? Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
- Product knowledge of pensions, bonds and other wrappers
- Experience in the onboarding journey of a new client
- Strong Excel skills and experience
- Good knowledge of operational administration including settlement and transfers
- An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
- Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
- Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
- Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
- Draft client correspondence, including fund switches and withdrawals.
- Assist with new business processing, onboarding, and CRM updates.
- Maintain compliant advice files and support clients with queries.
- Manage prospect data and Adviser pipelines in Xplan.
- Handle dealing instructions for investments.
- Ensure accurate and timely client communication (emails, letters, reports).
- Oversee workloads to enhance client experience and improve procedures.
- Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
Paraplanner employer: Core-Asset Consulting
Contact Detail:
Core-Asset Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the CII Level 4 Financial Planning qualification if you haven't already. Understanding the core concepts and requirements will not only boost your confidence but also demonstrate your commitment to potential employers.
✨Tip Number 2
Brush up on your Excel skills, especially in areas like data analysis and reporting. Being able to showcase your proficiency in Excel during interviews can set you apart from other candidates.
✨Tip Number 3
Gain a solid understanding of the onboarding journey for new clients. Being able to discuss your experience or knowledge in this area will show that you're ready to hit the ground running in the role.
✨Tip Number 4
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your knowledge of pensions, bonds, and operational administration, as well as any experience with client onboarding.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your progress towards the CII Level 4 Financial Planning qualification and how your skills can support the Advisers in meeting their targets.
Showcase Your Excel Skills: Since strong Excel skills are required, consider including examples of how you've used Excel in previous roles. This could be in the form of data analysis, reporting, or managing client information.
Highlight Compliance Knowledge: Given the importance of maintaining compliant advice files, make sure to mention any relevant experience you have in compliance and regulatory matters within the financial services sector.
How to prepare for a job interview at Core-Asset Consulting
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of pensions, bonds, and other financial products. Be prepared to discuss how these products work and their relevance in client portfolios, as this will demonstrate your understanding of the role.
✨Highlight Your Excel Skills
Since strong Excel skills are essential for this position, be ready to talk about your experience with Excel. You might even want to mention specific functions or tools you’ve used that could be relevant to producing business reports or managing data.
✨Prepare for Client Interaction Scenarios
Think about past experiences where you've interacted with clients or supported advisers. Prepare examples that showcase your ability to handle client queries, manage onboarding processes, and maintain compliant advice files.
✨Demonstrate Team Collaboration
This role involves working closely with various teams, so be prepared to discuss how you’ve successfully collaborated in the past. Highlight any experiences where you improved service levels or streamlined procedures through teamwork.
