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- Tasks: Support senior paraplanners and financial planners with client administration and report preparation.
- Company: A progressive firm offering investment and financial planning advice to individuals and businesses.
- Benefits: Enjoy flexible working options, including up to two days from home after probation.
- Why this job: Gain valuable experience in finance with a clear path to becoming an adviser in five years.
- Qualifications: Ideal for graduates with a finance-related degree or interest; progress with Cii Diploma is a plus.
- Other info: Work near Finchley Road Station and collaborate with innovative financial institutions.
The predicted salary is between 24000 - 36000 £ per year.
My client provides investment, pension, protection and estate planning advice to both corporate and individual clients. They are passionate about client service and have a structured approach to regular client communication ensuring financial planning remains a priority. They work closely with many financial institutions to provide innovative solutions which will add value to our clients. They are a progressive organisation keen on recruiting talented individuals who have longer term goals of moving forward within the financial services industry.
Main Purpose of Job: They are seeking to recruit a Trainee Paraplanner to be based near Finchley Road Station, London, providing progression to adviser in 5 years. The successful candidate will work within two teams supporting senior paraplanners and senior financial planners. They provide flexible working with employees working up to two days from home, subject to manager approval post-probation.
Duties and Responsibilities: The successful candidate will assist their teams on client matters which will entail the following:
- Obtaining relevant literature to accompany client reports
- Dealing with client administration and ongoing client queries
- Preparation of packs for meetings with clients including investment valuations
- Preparation of reports to clients on financial planning matters
- Providing clear and concise instructions to the administration team, who place deals and process applications
- Learning and using all applications required for the job including: Excel / Word, Intelligent Office client management system, Investment Platforms, Defaqto Engage, CashCalc
- Attend client meetings with the senior financial planner and contribute to such meetings
- Undertake research as required on specific projects.
Experience: Graduate with a Finance Related Degree or Finance interest. Must be some progress with the Cii Diploma. Technical knowledge is not a pre-requisite, but knowledge of pension, investment and life products will be advantageous. Candidates should be able to demonstrate the skill set below: Strong organisational skills required.
Junior Paraplanner employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas like pensions, investments, and life products. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current paraplanners and financial advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock client report or presentation. This will showcase your ability to handle client matters and your proactive approach to learning the necessary tools for the job.
✨Tip Number 4
Research the company’s values and client service approach. Tailor your conversations during interviews to reflect how your personal values align with theirs, emphasising your commitment to excellent client service.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience or education related to finance. Emphasise your degree and any progress made towards the CII Diploma, as well as any skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and client communication. Mention why you are interested in the Junior Paraplanner role and how your long-term goals align with the company's vision.
Highlight Relevant Skills: In your application, focus on your organisational skills and any experience with client administration or financial planning. If you have used tools like Excel or any client management systems, be sure to mention them.
Show Enthusiasm for Learning: Express your eagerness to learn and grow within the financial services industry. Mention your willingness to attend client meetings and contribute actively, as well as your interest in undertaking research for specific projects.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Show Your Passion for Finance
Make sure to express your genuine interest in finance and financial planning during the interview. Share any relevant experiences or projects from your studies that highlight your enthusiasm for the industry.
✨Demonstrate Organisational Skills
Since strong organisational skills are crucial for this role, prepare examples of how you've successfully managed multiple tasks or projects in the past. This could be through university assignments, internships, or even personal projects.
✨Familiarise Yourself with Financial Products
While technical knowledge isn't a prerequisite, having a basic understanding of pensions, investments, and life products will set you apart. Do some research on these topics and be ready to discuss them if asked.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask your interviewers about the company culture, team dynamics, and opportunities for progression. This shows your interest in the role and helps you assess if it's the right fit for you.
