At a Glance
- Tasks: Support wealth management by onboarding clients and maintaining accurate financial records.
- Company: Join a diverse and inclusive firm dedicated to exceptional client service.
- Benefits: Enjoy a competitive salary, quarterly bonuses, and 22 days holiday.
- Other info: Office-based role with opportunities for professional growth and a supportive team environment.
- Why this job: Make a real impact in the financial services industry while developing your skills.
- 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.
- 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.
- 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. They provide access to a qualifying workplace pension with Standard Life. 22 days holiday.
Our Client is committed to diversity and inclusivity.
Pension Paraplanner in London employer: mbi Staffing
Our Client is an excellent employer, offering a supportive and inclusive work environment where detail-oriented professionals can thrive. With a strong focus on employee growth, they provide opportunities for skill development and career advancement within the wealth management sector. Located in a vibrant area, employees enjoy a competitive compensation package, including a quarterly bonus and a workplace pension, all while being part of a team that values diversity and exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Paraplanner 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 Pension 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 feel confident discussing these topics, as they’re crucial for the role. Practice common interview questions and think about how your experience aligns with what the employer is looking for.
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've maintained accurate records or handled sensitive information in previous roles. This will demonstrate that you’re the proactive Paraplanner they need.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about making the process as smooth as possible for you, so take advantage of our resources and support.
We think you need these skills to ace Pension Paraplanner in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Pension Paraplanner role. Highlight your experience in financial services and any relevant skills, like KYC/AML checks or portfolio administration. 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 can prove they’ve got what it takes to manage client files meticulously.
Be Clear and Concise:When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point while still showcasing your personality and enthusiasm for the role. Let us know why you’re excited about joining our team!
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. Plus, it shows you’re keen on being part of our community at StudySmarter!
How to prepare for a job interview at mbi Staffing
✨Know Your Stuff
Make sure you brush up on your knowledge of KYC/AML checks and the financial services industry. Familiarise yourself with the specific regulations and compliance requirements that are relevant to the role. This will show that you're not just interested in the job, but that you understand the intricacies involved.
✨Showcase Your Attention to Detail
As a Pension Paraplanner, attention to detail is crucial. Prepare examples from your past experience where your meticulous nature made a difference. Whether it was ensuring accurate client files or processing investment instructions, be ready to discuss how your diligence has positively impacted your work.
✨Get Comfortable with Tech
Proficiency in Microsoft Office Suite and CRM systems is key for this role. Before the interview, practice using Excel for data analysis or PowerPoint for presentations. If you have experience with portfolio management systems, be prepared to discuss how you've used them effectively in previous roles.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client onboarding and compliance processes. This not only shows your interest in the role but also helps you gauge if the company aligns with your values, especially regarding diversity and inclusivity.
