At a Glance
- Tasks: Support wealth management team with client servicing, portfolio administration, and compliance.
- Company: Dynamic wealth management firm focused on exceptional client service.
- Benefits: Competitive salary, quarterly bonuses, pension contributions, and 22 days holiday.
- Other info: Office-based role with opportunities for growth in a diverse environment.
- Why this job: Join a proactive team and make a real impact in the financial services industry.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 30000 - 50000 € per year.
Our Client are seeking a detail-oriented and proactive Paraplanner to support their wealth management team in delivering exceptional service to their clients. The successful candidate will play a key role in client servicing, portfolio administration, compliance, and operational support, ensuring seamless execution of day-to-day activities.
Responsibilities
- Client Service & Relationship Support
- Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
- Maintain up-to-date client files, investment mandates, and regulatory records.
- Respond to client queries with professionalism and accuracy.
- Portfolio & Investment Administration
- Process investment instructions as instructed.
- Support preparation of portfolio valuations, performance reports, and investment proposals.
- Assisting IFA with research and running reports on FE.
- Building suitability reports and preparing for client review meetings.
- Organising fund values, LOAs and portfolio builds.
- Operational & Financial Support
- Liaise with investment platforms to ensure accurate settlements and reconciliations.
- Process payments and transfers in a timely manner.
- Compliance & Risk Management
- Ensure all processes comply with regulatory requirements.
- Conduct AML, KYC, and due diligence checks in line with internal policies.
- Administrative Support
- Diary management.
- Provide general administrative support to advisors.
Qualifications
- Familiarity with wealth management operations, compliance, and client servicing.
Required Skills
- Excellent attention to detail and accuracy in handling sensitive financial information.
- Strong organizational and multitasking skills in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM/portfolio management systems.
- Excellent written and verbal communication skills.
- Prior experience in financial services industry a must.
Pay range and compensation package
- Working hours 37.5 hours per week – office based.
- Salary £30-£50k+ based upon experience.
- Quarterly company bonus based upon company performance and Managers discretion.
- They provide access to a qualifying workplace pension with Standard Life. After 3 months of employment they contribute 3%, employee contributes 5% of basic pay.
- 22 days holiday.
Equal Opportunity Statement
Our Client is committed to diversity and inclusivity.
Paraplanner in City of London employer: mbi Staffing
Our Client is an exceptional employer, offering a supportive and inclusive work environment for Paraplanners in the wealth management sector. With a strong focus on employee growth, they provide opportunities for professional development alongside competitive benefits such as a quarterly bonus, a generous pension scheme, and 22 days of holiday. Located in a vibrant area, the company fosters a culture of teamwork and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and client servicing. We recommend practising common interview questions and scenarios related to portfolio administration, so you can showcase your skills confidently when it counts.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position. We’re always looking for detail-oriented candidates like you, and applying directly can help us see your application faster!
We think you need these skills to ace Paraplanner in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in client servicing, compliance, and portfolio administration. 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 passionate about wealth management and how you can contribute to our team. Keep it professional but let your personality show through.
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key. In your application, provide examples of how you've successfully managed sensitive information or complex tasks. We love seeing candidates who take pride in their work!
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. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at mbi Staffing
✨Know Your Stuff
Make sure you brush up on wealth management operations and compliance. Familiarise yourself with KYC/AML processes and be ready to discuss how you've handled sensitive financial information in the past.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Bring examples of how you've maintained accurate client files or processed investment instructions without errors. This will demonstrate your capability to handle the responsibilities of the role.
✨Prepare for Client Scenarios
Think about potential client queries you might face and how you'd respond. Practising these scenarios can help you convey professionalism and accuracy during the interview, which is key for client servicing.
✨Highlight Your Organisational Skills
Be ready to discuss how you manage multiple tasks in a fast-paced environment. Share specific examples of how you've organised diary management or supported advisors in previous roles to show you're the right fit for the job.
