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For Companies At a Glance
- Tasks: Support financial advisers and deliver top-notch service to clients in a dynamic environment.
- Company: Join a growing wealth management team in Surrey with a focus on client success.
- Benefits: Competitive salary, flexible start date, and a referral bonus for bringing friends on board.
- Why this job: Make a real impact in the financial services industry while developing your skills.
- Qualifications: Experience in financial services and strong organisational skills are essential.
- Other info: Opportunity for career growth in a supportive and fast-paced team.
The predicted salary is between 30000 - 40000 £ per year.
Service Care Solutions are recruiting for an experienced Paraplanner to join a growing wealth management team. This role plays a key part in supporting advisers and ensuring the delivery of a high-quality, compliant, and efficient service to clients. The successful candidate will be detail-oriented, proactive, and confident supporting client servicing, portfolio administration, compliance, and day-to-day operational activities within a busy financial services environment.
Key Responsibilities
- Client Service & Relationship Support
- Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
- Maintain accurate and up-to-date client files, investment mandates, and regulatory records.
- Respond to client queries professionally and accurately.
- Portfolio & Investment Administration
- Process investment instructions as directed.
- Support the preparation of portfolio valuations, performance reports, and investment proposals.
- Assist advisers with research and run reports using FE Analytics.
- Build suitability reports and prepare documentation for client review meetings.
- Organise fund values, Letters of Authority (LOAs), and portfolio builds.
- Operational & Financial Support
- Liaise with investment platforms to ensure accurate settlements and reconciliations.
- Process payments and transfers in a timely and accurate manner.
- Compliance & Risk Management
- Ensure all processes are completed in line with regulatory requirements.
- Conduct AML, KYC, and due diligence checks in accordance with internal policies.
- Administrative Support
- Diary management for advisers.
- Provide general administrative support to the advisory team as required.
Candidate Criteria
- Prior experience within the financial services industry.
- Experience supporting advisers or working in a paraplanning / wealth management support role.
- Strong understanding of compliance, client servicing, and operational processes.
- High attention to detail and ability to handle sensitive financial information accurately.
- Strong organisational skills with the ability to manage multiple priorities.
- Proficient in Microsoft Office (Excel, Word, PowerPoint) and CRM / portfolio management systems.
- Excellent written and verbal communication skills.
Paraplanner in Surrey employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Surrey
✨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 Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and client servicing. Be ready to discuss how your experience aligns with the key responsibilities listed in the job description. We want to see that you can hit the ground running!
✨Tip Number 3
Don’t forget to showcase your attention to detail during the interview. Bring examples of how you've maintained accurate client files or handled sensitive information in the past. This will show that you’re the right fit for a role that demands precision.
✨Tip Number 4
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 take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any specific skills that match the job description, like compliance and client servicing. We want to see how you fit into our team!
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 the perfect fit. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, make sure to demonstrate this by avoiding typos and ensuring all information is accurate. We appreciate candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to us. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, compliance, and paraplanning. Familiarise yourself with KYC/AML processes and be ready to discuss how you've applied these in previous roles.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare examples from your past work where your meticulous nature made a difference, whether it was in client servicing or portfolio administration.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Be ready to explain how you would handle onboarding new clients or responding to queries, showcasing your proactive approach and problem-solving skills.
✨Practice Your Communication Skills
Since you'll be liaising with advisers and clients, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend to refine your verbal communication and ensure you come across as confident and knowledgeable.
