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- Tasks: Support Financial Planners by coordinating client meetings and preparing advice reports.
- Company: Leading financial advisory firm known for exceptional client service.
- Benefits: Career growth opportunities, professional development, and a dynamic team environment.
- Why this job: Enhance your career in financial planning while making a real impact on client satisfaction.
- Qualifications: Strong communication skills, attention to detail, and proficiency in Microsoft Office.
- Other info: Join a collaborative team dedicated to achieving business targets and delivering high-quality advice.
The predicted salary is between 28800 - 48000 £ per year.
Overview
A leading financial advisory firm is seeking a Paraplanner in London to support their Financial Planners. This role involves coordinating with clients to arrange review meetings, preparing written advice reports, and providing technical research services. The Paraplanner will ensure the delivery of high-quality advice, efficiently manage risks, and contribute to the achievement of business targets. The firm\’s Global Partners Team, dedicated to providing exceptional service to clients, requires the Paraplanner to uphold the highest standards of customer service while assisting across various business functions.
Responsibilities
- Develop and maintain effective relationships with colleagues and clients.
- Contact clients to schedule review meetings.
- Prepare suitability reports under relevant supervision and according to experience.
- Complete all necessary compliance documentation.
- Conduct technical research as part of the review process for existing arrangements.
- Ensure the accuracy and completeness of data in core systems, adhering to company policies and procedures.
- Stay informed of, and comply with, all compliance and legal obligations.
- Collaborate with Financial Planners to gather necessary client information for suitability checks.
- Support the Financial Planning team to achieve targets and meet client expectations.
- Actively participate in team meetings, take responsibility for issues, and follow through to resolution.
- Commit to continuous professional development and maintain an up-to-date CPD log.
- Keep advisers informed of progress and work with them to ensure timely completion of advice.
Skills and Qualifications
- An excellent standard of education with a commitment to ongoing professional development and the pursuit of relevant qualifications.
- Proficiency in core Microsoft Office applications.
- Strong organizational and prioritization skills.
- Exceptional verbal and written communication abilities, with a keen eye for detail.
This position is ideal for individuals seeking to enhance their career in financial planning, offering the opportunity to work within a dynamic team and contribute significantly to client satisfaction and business success.
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Paraplanner, London employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that Paraplanner role you’re after!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their values and services. Be ready to discuss how your skills align with their needs, especially around client relationships and compliance. Show them you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be an awesome addition to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Paraplanner position!
We think you need these skills to ace Paraplanner, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight your experience in preparing reports, conducting research, and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background aligns with our values. Keep it concise but engaging!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application demonstrates your exceptional communication abilities. Pay attention to detail and ensure everything is clear and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Stuff
Make sure you understand the role of a Paraplanner inside out. Brush up on financial planning concepts, compliance requirements, and the tools you'll be using. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and colleagues, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated complex information in the past. Use examples that highlight your verbal and written communication prowess.
✨Demonstrate Team Spirit
The firm values collaboration, so be ready to talk about your experience working in teams. Share specific instances where you contributed to team goals or resolved conflicts. This will show that you're not just a lone wolf but someone who thrives in a team environment.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and expectations for the Paraplanner role. This shows that you're engaged and serious about finding the right fit for both you and the firm.
