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- Tasks: Join our team as a Paraplanner, supporting advisers and analyzing client data.
- Company: Work with a leading Wealth Management firm known for its expertise and client focus.
- Benefits: Enjoy a permanent position with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values compliance and client satisfaction while making a real impact.
- Qualifications: Experience in financial services and strong analytical skills are essential.
- Other info: Contribute to team development and enhance your career in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. Role Responsibilities: Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Liaise with Head of Technical/Head of Compliance when uncertain / guidance required. Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports. Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way. Carrying out all tasks in a manner consistent with compliance procedures and company process. Ensuring all client files are compliant on an ongoing basis. Ensure that significant risk issues are referred to the Head of Compliance where appropriate. Make a constructive contribution to the continuing development of the team. Proactiv…
Paraplanner employer: MERJE Ltd
Contact Detail:
MERJE Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest compliance regulations and wealth management practices. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the wealth management industry. Attend relevant events or join online forums to connect with current paraplanners and advisers who can provide insights into the role and company culture.
✨Tip Number 3
Prepare to discuss specific tools and software you have used for data analysis and client reporting. Being able to articulate your experience with these tools will set you apart from other candidates.
✨Tip Number 4
Showcase your ability to work collaboratively with advisers and compliance teams. Highlight any past experiences where you successfully contributed to team projects or improved processes.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, as this will help you tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in wealth management or similar roles. Provide specific examples of how you've successfully interpreted data, analyzed client needs, and created suitability reports.
Showcase Compliance Knowledge: Since compliance is a critical aspect of the role, mention any relevant training or experience you have in compliance procedures. This could include certifications or specific instances where you ensured compliance in past roles.
Tailor Your Application: Customize your cover letter to reflect your understanding of the firm's values and objectives. Mention why you are interested in working with them specifically and how you can contribute to their team.
How to prepare for a job interview at MERJE Ltd
✨Understand the Role Responsibilities
Make sure you thoroughly understand the responsibilities of a Paraplanner as outlined in the job description. Be prepared to discuss how your previous experience aligns with tasks like interpreting data and providing solutions for client needs.
✨Showcase Your Analytical Skills
During the interview, highlight your analytical skills and your ability to use research tools effectively. Prepare examples of how you've successfully analyzed data in past roles to meet client objectives.
✨Familiarize Yourself with Compliance Procedures
Since compliance is a key aspect of this role, demonstrate your knowledge of compliance procedures and how you have adhered to them in previous positions. Be ready to discuss any relevant experiences.
✨Prepare Questions for the Interviewers
Prepare insightful questions to ask the interviewers about the team dynamics, the tools they use, and their expectations for the Paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
