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For Companies At a Glance
- Tasks: Analyse client portfolios and provide tailored financial advice.
- Company: Established independent investment adviser firm with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: University degree, Level 4 Qualification, and 3+ years in financial services.
- Other info: Dynamic role with opportunities for career advancement and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Our client is an established independent investment adviser firm who are looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.
Key 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 the Group.
- Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.
Key Requirements
- 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 employer: MERJE
Contact Detail:
MERJE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨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 Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of FCA regulations and financial planning principles. We want you to be able to showcase your expertise confidently when discussing client portfolios and investment strategies.
✨Tip Number 3
Practice your fact-finding skills! Role-play with a friend or colleague to simulate client discussions. This will help you refine your ability to evaluate client objectives and communicate advice clearly, which is crucial for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Paraplanner
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 the CII Regulated Diploma. 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. Share specific examples of your experience with client portfolios and suitability reports. We love a good story!
Showcase Your Communication Skills: As a client-facing role, strong communication is key. In your application, demonstrate how you've effectively communicated complex financial advice in the past. We want to know you can make things clear for our clients!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and keep track of everything. Plus, it shows you're keen on joining StudySmarter. We can't wait to hear from you!
How to prepare for a job interview at MERJE
✨Know Your Stuff
Make sure you brush up on your financial planning principles and client suitability. Be ready to discuss specific cases where you've successfully analysed portfolios or provided advice, as this will show your expertise and experience in the field.
✨Practice Fact-Finding
Since you'll be conducting fact-finding calls with clients, it’s crucial to practice this skill. Role-play with a friend or colleague to simulate these discussions, focusing on how to evaluate client objectives and financial situations effectively.
✨Prepare Written Proposals
Get comfortable with writing suitability reports and proposals. Bring examples of your previous work to the interview, as this will demonstrate your ability to communicate complex information clearly and effectively to clients.
✨Show Team Spirit
This role involves working closely with other departments, so highlight your teamwork skills. Share examples of how you've collaborated on projects in the past and how you contributed to achieving the best outcomes for clients.
