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- Tasks: Conduct client calls, evaluate financial situations, and prepare tailored recommendations.
- Company: Dynamic financial services firm located in Canary Wharf, London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a team where your expertise directly impacts clients' financial futures.
- Qualifications: University degree, Level 4 Qualification, and 3 years of financial services experience required.
- Other info: Opportunity for career growth in a fast-paced, collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Location: Canary Wharf, UK.
Responsibilities
- Conduct fact finding calls with clients to evaluate 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 clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable.
- Communicate advice to clients directly.
- Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding.
- Work with other departments to provide best client outcomes through developing new resources and providing training.
- 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.
Qualifications and Skills
- 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.
- Very strong understanding of Financial Planning principles and client suitability.
- Experience working with accuracy and ability to organise/time-manage.
- Quantitative in nature.
- Ability to work under pressure and in a dynamic team environment.
- 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.
Senior Paraplanner RDR Level 4 employer: linkup
Contact Detail:
linkup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner RDR Level 4
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities for a Senior Paraplanner. Don’t be shy; ask for introductions or advice!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning principles and client suitability. We recommend practising common interview questions and scenarios you might face in this role.
✨Tip Number 3
Showcase your skills! When you get the chance, share examples of how you've successfully handled complex client situations or improved processes in previous roles. This will help you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Paraplanner RDR Level 4
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial services and any relevant qualifications, like your Level 4 certification. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description, like conducting fact-finding calls or preparing written proposals.
Showcase Your Communication Skills: Since you'll be communicating advice directly to clients, it's crucial to demonstrate your communication skills in your application. Use clear and concise language, and make sure to proofread for any errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates about your application status. Plus, it’s super easy!
How to prepare for a job interview at linkup
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning principles and client suitability. Be ready to discuss specific scenarios where you've successfully evaluated client objectives and made recommendations. This will show that you not only understand the theory but can apply it in real-life situations.
✨Prepare for Fact-Finding Questions
Since you'll be conducting fact-finding calls, practice how you would approach these conversations. Think about the types of questions you’d ask clients to evaluate their financial situations and needs. Being able to demonstrate your ability to gather and analyse information effectively will impress the interviewers.
✨Showcase Your Communication Skills
You'll need to communicate advice clearly and prepare written proposals. Bring examples of how you've done this in the past, whether through presentations or written reports. Highlighting your ability to convey complex information in an understandable way will be key.
✨Demonstrate Team Collaboration
This role involves working with other departments, so be prepared to discuss your experience in team settings. Share examples of how you've collaborated on projects or improved processes. Showing that you can work well under pressure and contribute to a dynamic team environment will set you apart.
