At a Glance
- Tasks: Support financial advisors by creating tailored financial plans and reports for clients.
- Company: Join Hewitts Consulting Limited, a dynamic firm in Canary Wharf.
- Benefits: Enjoy a competitive salary, full training, and a comprehensive benefits package.
- Other info: Full training provided, with opportunities for career growth in a supportive environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong numeracy and communication skills; experience with Microsoft Office is a plus.
The predicted salary is between 35000 - 35000 £ per year.
HEWITTS CONSULTING LIMITED is seeking a dedicated Paraplanner for a full-time, on-site position based in Canary Wharf, London. To provide paraplanning support to the Practice to ensure that clients receive the best technical service regarding financial strategies, plans and products.
Key Duties:
- Provide high level technical paraplanning support to the Practice;
- Work closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations;
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
- Communicate with clients and other relevant parties to ensure the case is followed through;
- Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile;
- Compile clear and comprehensive reports, with recommendations that are within compliance standards;
- Be the go-to individual for advice on technical queries and focus on supporting the full Client journey;
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Obtain information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
- Assist in the preparation of tax calculations where necessary;
- Prepare for and assist with Client review meetings when required;
- Work within and stay up to date with template changes and advice notes.
Key Skills:
- Strong numeracy skills;
- Comfortable using templated Suitability Letters;
- Confident in dealing with third parties and can work with total discretion;
- Highly organised with excellent communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
Full training will be given to the successful candidate, along with a competitive benefits package.
Paraplanner in London employer: HEWITTS CONSULTING LIMITED
Hewitts Consulting Limited is an exceptional employer, offering a supportive work culture in the vibrant setting of Canary Wharf, London. With a commitment to employee growth, we provide comprehensive training and a competitive benefits package, ensuring that our Paraplanners thrive while delivering top-notch financial strategies to our clients. Join us to be part of a dedicated team where your contributions are valued and your professional development is prioritised.
Contact Details:
HEWITTS CONSULTING LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about paraplanning roles. A friendly chat can lead to insider info or even a referral, which is often the golden ticket to landing that job.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be providing high-level support, make sure you can confidently discuss financial strategies and products. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects effectively. This will highlight your ability to handle the comprehensive reports and client reviews that are key in this role.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who take the initiative. Plus, it gives you a chance to showcase your enthusiasm for the role and the company right from the start.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant technical skills. We want to see how you can support our team and clients effectively!
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 skills align with our needs. Let us know what makes you the perfect fit for Hewitts Consulting!
Showcase Your Technical Skills:Since this role involves a lot of technical work, be sure to mention your proficiency with Microsoft Office and any experience with financial modelling. We love seeing candidates who are comfortable with tech!
Apply Through Our Website:We encourage you to apply through our website for a smoother application 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 HEWITTS CONSULTING LIMITED
✨Know Your Numbers
As a Paraplanner, strong numeracy skills are crucial. Brush up on your financial concepts and be ready to discuss how you would approach constructing financial planning solutions. Familiarise yourself with investment strategies, tax implications, and retirement planning to show you’re the right fit.
✨Master the Art of Communication
You’ll need to communicate effectively with clients and advisors. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to listen actively and respond thoughtfully to questions, showcasing your excellent communication skills.
✨Get Comfortable with Compliance
Understanding compliance standards is key in this role. Review the latest regulations and be prepared to discuss how you would ensure that your reports and recommendations meet these standards. Showing that you’re up-to-date will impress the interviewers.
✨Showcase Your Organisational Skills
Being highly organised is essential for a Paraplanner. Prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight your proficiency with Microsoft Office tools, especially Excel, as it’s vital for compiling reports and cash flow models.
