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- Tasks: Evaluate client needs and create tailored financial plans for diverse situations.
- Company: Dynamic financial services firm based in London with a focus on client success.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Join a team where your expertise directly impacts clients' financial futures.
- Qualifications: University degree and Level 4 qualification in Financial Planning required.
- Other info: Collaborative environment with a commitment to regulatory compliance and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.
Responsibilities:
- Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
- Review and formulate plans for clients with highly specialised situations.
- Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable.
- Create and lead training for other groups within the firm as needed.
- Work on ad hoc projects to improve the efficiency of PCA Group.
- Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.
Skills and knowledge:
- A University degree or equivalent combination of education/experience.
- Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
- 3+ years financial services experience required.
- Experience working with accuracy and ability to organise/time-manage.
- Very strong understanding of Financial Planning principles.
- Exceptional understanding of client suitability.
- It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role.
Paraplanner - RDR Level 4 employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - RDR Level 4
✨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 hunt for a 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 brushing up on your financial planning knowledge. Be ready to discuss asset allocation recommendations and client suitability in detail. Show them you’re not just qualified, but passionate about helping clients achieve their financial goals.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position. We make it easy for you to showcase your skills and experience directly to employers looking for someone just like you!
We think you need these skills to ace Paraplanner - RDR Level 4
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualifications and relevant experience in financial services. We want to see how your skills align with the responsibilities listed in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your understanding of financial planning principles and client suitability.
Showcase Your Skills: Don’t forget to showcase your organisational and time-management skills in your application. We value accuracy and efficiency, so provide examples of how you've successfully managed projects or tasks in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Financial Planning Principles
Make sure you brush up on your understanding of financial planning principles. Be ready to discuss how you evaluate client objectives and asset allocation recommendations, as this will likely come up during the interview.
✨Showcase Your Experience
With 3+ years in financial services, you should have plenty of examples to share. Prepare specific instances where you've successfully reviewed client portfolios or formulated plans for specialised situations to demonstrate your expertise.
✨Prepare for Regulatory Questions
Since adherence to regulatory compliance is crucial, be prepared to discuss your understanding of the T&C scheme and how it relates to providing regulated advice. This shows that you take compliance seriously and understand its importance in the role.
✨Practice Your Training Skills
As part of the role involves creating and leading training, think about how you would approach this. Prepare to discuss any past experiences where you've trained others or improved processes, showcasing your ability to communicate complex information effectively.
