At a Glance
- Tasks: Support wealth management by onboarding clients and maintaining accurate financial records.
- Company: Join a diverse and inclusive wealth management team dedicated to exceptional client service.
- Benefits: Enjoy a competitive salary, quarterly bonuses, and 22 days holiday.
- Other info: Office-based role with excellent career growth opportunities.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Detail-oriented with prior experience in financial services and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 € 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.
Responsibilities include:
- Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
- Maintain up-to-date client files, investment mandates, and regulatory records.
- Process investment instructions as instructed.
- Support preparation of portfolio valuations, performance reports, and investment proposals.
- Assist IFA with research and running reports on FE.
- Build suitability reports and prepare for client review meetings.
- Liaise with investment platforms to ensure accurate settlements and reconciliations.
- Ensure all processes comply with regulatory requirements.
- Conduct AML, KYC, and due diligence checks in line with internal policies.
Requirements:
- Excellent attention to detail and accuracy in handling sensitive financial information.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM/portfolio management systems.
- Prior experience in financial services industry a must.
Working hours: 37.5 hours per week – office based.
Quarterly company bonus based upon company performance and Managers discretion.
Access to a qualifying workplace pension with Standard Life.
22 days holiday.
Our Client is committed to diversity and inclusivity.
Paraplanner (Pensions Management) in London employer: mbi Staffing
Our Client is an excellent employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a focus on delivering exceptional service in the wealth management sector, employees benefit from a competitive compensation package, including a quarterly bonus and a workplace pension scheme. Located in a vibrant area, the company fosters a collaborative environment where attention to detail and proactive engagement are highly valued, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in 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 KYC/AML processes and investment administration. We want you to be able to showcase your expertise and attention to detail, so practice answering common interview questions related to these areas.
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, make sure to highlight your relevant experience in financial services and your proficiency with Microsoft Office Suite. This will help you stand out as the ideal candidate for the Paraplanner position.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the perfect fit for their wealth management team.
We think you need these skills to ace Paraplanner (Pensions Management) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any relevant skills, like KYC/AML checks or portfolio management. We want to see how you can bring value to our team!
Showcase Attention to Detail:Since this role requires excellent attention to detail, include examples in your application that demonstrate your accuracy in handling sensitive information. We love candidates who take pride in their work!
Be Clear and Concise:When writing your cover letter, keep it clear and concise. Address how your skills align with the job description and why you’re excited about joining our wealth management team. We appreciate straightforward communication!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at mbi Staffing
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions management and the financial services industry. Familiarise yourself with KYC/AML processes and investment administration, as these are key aspects of the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past experience where you've demonstrated this skill. Whether it’s maintaining accurate client files or ensuring compliance with regulations, having specific instances ready will help you stand out.
✨Get Comfortable with Tech
Proficiency in Microsoft Office Suite and CRM systems is essential. Before the interview, practice using Excel for data analysis or PowerPoint for presentations. If you have experience with portfolio management systems, be ready to discuss how you've used them effectively in previous roles.
✨Prepare Questions
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, and their approach to client service. This not only shows your interest but also helps you determine if the company is the right fit for you.
