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- Tasks: Support Financial Planners and enhance client experiences through effective paraplanning.
- Company: Join a leading financial services recruiter with a focus on talent in wealth management.
- Benefits: Structured training, professional development, hybrid work, and collaboration with experienced professionals.
- Other info: Exciting opportunity for career growth in a dynamic London-based team.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Level 4 qualified in Financial Planning with strong communication and technical skills.
The predicted salary is between 40000 - 50000 £ per year.
We’re seeking a talented individual to join our Paraplanning team in London, which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.
As a Paraplanner you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from. This is a hybrid working role and we ask that you come into office two days a week.
Responsibilities:
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- Carry out any necessary technical research
- Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
- Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Responsible for managing process, tasks and complying with FCA guidelines
Qualifications:
- Must be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning
- Level 6/Chartered status would be an advantage, as would AF7
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice - 4 years experience required
- Excellent communication skills with the ability to explain complex issues in writing and face-to-face
- Very strong understanding of the FCA's COBS requirements for suitability
- Good stakeholder management with positive influencing skills
Location: London, England, United Kingdom
Paraplanner employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already in paraplanning roles. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of FCA guidelines. We recommend practising common interview questions with a friend or mentor to boost your confidence.
✨Tip Number 3
Showcase your skills during interviews by sharing specific examples of how you've supported financial planners in the past. Highlight your experience with cashflow modelling and client interactions to stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in paraplanning and financial advice. 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 the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Knowledge: Since this role requires solid technical knowledge, make sure to mention any specific financial products or advice types you've worked with. We want to know you can hit the ground running!
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’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Nelson Scott
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and financial products. Be ready to discuss your experience in preparing suitability reports and how you've collaborated with financial planners in the past.
✨Showcase Your Communication Skills
Since you'll need to explain complex issues clearly, practice articulating your thoughts. Consider doing mock interviews with a friend where you explain financial concepts or your previous work experiences.
✨Understand FCA Guidelines
Familiarise yourself with the FCA's COBS requirements for suitability. Being able to discuss these guidelines confidently will show that you’re serious about compliance and client care.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the team dynamics. This not only shows your interest but also helps you gauge if the company culture aligns with your values and career goals.