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- Tasks: Support Financial Planners by coordinating client meetings and preparing advice reports.
- Company: Join a leading financial advisory firm known for exceptional client service.
- Benefits: Enjoy opportunities for professional development and a dynamic team environment.
- Why this job: Make a real impact in financial planning while enhancing your skills and career.
- Qualifications: Strong education background, Microsoft Office proficiency, and excellent communication skills required.
- Other info: Ideal for those looking to grow in the financial sector with a supportive team.
The predicted salary is between 28800 - 48000 £ per year.
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.
Key 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 with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role of a Paraplanner.
✨Tip Number 2
Familiarise yourself with the latest compliance regulations and financial planning tools. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves preparing reports and liaising with clients, being articulate and clear will set you apart from other candidates.
✨Tip Number 4
Showcase your organisational skills by managing mock projects or case studies. This will help you illustrate your ability to handle multiple tasks efficiently, which is crucial for a Paraplanner.
We think you need these skills to ace Paraplanner, London
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks mentioned in the job description, such as preparing suitability reports and conducting technical research.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your organisational skills, attention to detail, and any previous experience in financial planning or advisory roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client service. Mention specific examples of how you've developed effective relationships with clients or contributed to team success in previous roles.
Highlight Professional Development: In your application, emphasise your commitment to ongoing professional development. Mention any relevant qualifications you are pursuing or have completed, and your dedication to maintaining an up-to-date CPD log.
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge before the interview. Understand key concepts and be ready to discuss how they apply to the role of a Paraplanner. This will show your potential employer that you're serious about the position and have the necessary background.
✨Demonstrate Your Communication Skills
Since the role involves coordinating with clients and preparing reports, it's crucial to showcase your verbal and written communication skills. Prepare examples of how you've effectively communicated complex information in the past, as this will highlight your ability to meet client expectations.
✨Showcase Your Organisational Skills
The job requires strong organisational and prioritisation skills. Be prepared to discuss how you manage multiple tasks and deadlines. You might want to share specific examples from previous roles where you successfully juggled various responsibilities.
✨Emphasise Continuous Professional Development
This firm values ongoing professional development, so be ready to talk about any relevant qualifications or training you've pursued. Discuss your commitment to staying updated with industry changes and how you plan to continue growing in your career as a Paraplanner.
