At a Glance
- Tasks: Support advisers with client recommendations and enhance processes using AI.
- Company: Dynamic financial firm focused on innovation and client satisfaction.
- Benefits: 26 days holiday, including your birthday, plus public holidays.
- Other info: Positive culture with opportunities for growth and development.
- Why this job: Join a forward-thinking team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and IT proficiency; working towards relevant financial qualifications.
The predicted salary is between 30000 - 40000 £ per year.
Responsibilities
- Providing support to our firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.
- Embrace AI and its development to enhance processes.
- Liaising with advisers as appropriate.
- Dealing with client queries in an efficient and timely manner.
- Making sure any updates and reports are issued to clients in a timely manner.
- Reviewing client investment portfolios, asset allocations, risk profiles etc. when requested.
- Preparing recommendations, including:
- Identifying and discussing areas with the adviser
- Undertaking relevant research
- Preparing documentation to be reviewed by the adviser
- Preparing suitability reports
- Completing applications / proposal forms
- Preparing and maintaining client files, including:
- Collecting all relevant information to support any recommendations to be made
- Making sure all relevant documentation held within a client file is compliant
- Making sure you follow the firm’s compliance processes and procedures at all times.
Relevant Experience, Skills & Knowledge
- Having a positive culture attitude at all times
- Good written / oral communication skills
- The ability to take on and understand the environment we operate in, and the issues this raises
- Good IT skills
- Ability to compile reports
- We expect an individual in this role to hold or be working towards the Diploma in Regulated Financial Planning (CII) or equivalent
What We Offer
- 26 days’ holiday per year (including your birthday as a paid day off), plus all public holidays.
Paraplanner in London employer: Sedulo
As a Paraplanner with us, you will thrive in a supportive and innovative environment that embraces AI to enhance our processes. We offer a positive work culture, ample opportunities for professional growth, and a generous benefits package including 26 days of holiday plus your birthday off, ensuring a healthy work-life balance. Join us in a role where your contributions are valued, and you can make a meaningful impact on our clients' financial journeys.
We think you need these skills to ace Paraplanner in London
Client Liaison
Report Compilation
Research Skills
Suitability Report Preparation
Compliance Knowledge
Investment Portfolio Review
Risk Profile Assessment
