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- Tasks: Support Financial Advisors with advice processes and manage client financial tasks.
- Company: Award-winning Wealth Manager with a vibrant, friendly team culture.
- Benefits: Competitive salary, exam support, and hybrid working model.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience as a Paraplanner and knowledge of financial products required.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A multi-office, award-winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team on a hybrid basis, the office being based in North London. A competitive package is available.
The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves:
- Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to:
- Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance
- Fund switches
- Withdrawals
- Manage new business cases/submissions
- Keep abreast of the Adviser(s) new business pipeline, their targets and monitoring performance against targets; (at adviser’s discretion)
- Protection
- Pensions/retirement planning
- Investments
- Equity release
- Cash-flow forecasting
- Dynamic Planner
- X-Plan
- FE-Analytics
- Defaqto Engage
- Structured Edge
- Microsoft Office
- General understanding and navigation of the providers sites used throughout the business
- Obtaining the correct documentation to support business sign-ups (where applicable)
- Performing online transactions (as required) – including fund switching, withdrawals, cash management
Paraplanner in London employer: Rayment Recruitment
Contact Detail:
Rayment Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work as Financial Advisors or in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulations. We all know how important it is to show you’re on top of your game, so practice discussing how you’d handle various client scenarios and advice processes.
✨Tip Number 3
Don’t forget to showcase your tech skills! Familiarise yourself with X-Plan and other software mentioned in the job description. Being able to demonstrate your proficiency can really set you apart from other candidates.
✨Tip Number 4
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 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial products, compliance processes, and any relevant software like X-Plan. 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 your background makes you a great fit. Don’t forget to mention your understanding of the advice process and client suitability.
Showcase Your Research Skills: In your application, demonstrate your ability to research different financial products. Mention any specific examples where you've successfully matched products to clients' needs. This will show us that you can handle the responsibilities of the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Rayment Recruitment
✨Know Your Stuff
Make sure you have a solid understanding of the advice processes and financial products relevant to the Paraplanner role. Brush up on your knowledge of X-Plan and other software mentioned in the job description, as well as current regulations and legislation.
✨Showcase Your Research Skills
Be prepared to discuss how you would conduct research into different financial products. Think about examples where you've successfully matched products to client needs, highlighting your ability to weigh advantages and disadvantages.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle specific client scenarios. Practice writing suitability reports and be ready to explain your thought process behind investment choices and risk assessments.
✨Engage with the Interviewers
During the interview, don’t just answer questions—engage with the interviewers. Ask them about their team dynamics, the company’s approach to compliance, and how they support their Paraplanners. This shows your interest and helps you gauge if it’s the right fit for you.