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The Senior Paraplanner position offers an excellent career opportunity with ARTEMIS RECRUITMENT CONSULTANTS LIMITED based in London, England. This role is ideal for individuals who are experienced in financial services and are looking to contribute to a wealth planning team. Emphasizing both administrative responsibilities and technical work, the Senior Paraplanner will play a pivotal role in the administration of financial advice offerings.
The primary responsibilities outlined for the Senior Paraplanner role include a variety of administrative and technical tasks:
Conduct cash flow modelling and prepare detailed plan schedules to guide client financial strategies.
Compile suitability reports to ensure that financial advice adheres to regulatory requirements and client needs.
Oversee the day-to-day operations of the financial advisory business, ensuring smooth administration processes.
Manage administrative tasks and workflows, ensuring efficient case management through a Client Relationship Management (CRM) system.
Prepare data and documents required for both new client setups and ongoing client reviews.
Address administrative queries professionally from third parties, which may include clients, financial providers, Wealth Planners, and Investment Managers.
Take responsibility for the entire application process for new financial plans, ensuring thorough servicing of existing plans as well.
Contribute to various initiatives aiming to improve service offerings and client propositions, demonstrating a proactive approach to the role.
Candidates applying for the Senior Paraplanner position must possess a robust set of skills, knowledge, and qualifications that enable them to excel in the financial services environment:
A minimum of two years' experience as a Paraplanner, ideally within the Financial Services sector.
A degree-level qualification (preferably a 2:1 or above) is ideal, reflecting a strong educational background.
A proven track record in delivering regulated financial advice, particularly to High Net Worth clients, showcasing the ability to handle complex financial situations.
Possession of financial planning qualifications is essential, such as becoming a Chartered Paraplanner or actively working towards it, thus demonstrating ambition and commitment to the profession.
Advanced qualifications in pension planning (e.g., AF3) are preferred, especially with respect to the Chartered Institute of Insurance.
Holders of, or eligible for, a Statement of Professional Standing (SPS) are required, along with a commitment to ongoing compliance and meeting annual continuing professional development (CPD) requirements.
Candidates must possess GCSE in Maths and English Language with a grade of C or above. This reflects the need for strong numeracy and communication skills in the role.
Proficiency in Microsoft products, particularly Excel, and familiarity with financial planning CRM and Quotation software are necessary for managing data efficiently.
The ideal candidate should be client-centric, combining a commercial mindset with strong technical knowledge.
A motivated and energetic attitude is crucial, coupled with excellent communication and presentation skills, both written and verbal.
A professional demeanor and a willingness to embrace teamwork while mentoring others will be essential for integrating smoothly into the new team dynamics.
This role offers a hybrid working model in central London, providing both onsite and remote working opportunities, allowing for improved work-life balance while engaging with the team and clients effectively.
To apply for this Senior Paraplanner role, candidates need to submit their CV either via email or through the application portal provided. Ensuring a well-presented CV that highlights relevant experience and skills will be essential for making a strong impression on the hiring panel.
This role not only presents a pathway into a prestigious company but also serves those who are passionate about contributing to financial wellness and advisory services for clients. The position at ARTEMIS RECRUITMENT CONSULTANTS LIMITED, therefore, meets the needs of ambitious professionals eager to make an impactful contribution in the financial domain while advancing their careers.
This job offer was originally published on jooble.com
May 16, 2025
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This job offer summary has been generated using automated technology. While we strive for accuracy, it may not always fully capture the nuances and details of the original job posting. We recommend reviewing the complete job listing before making any decisions or applications.
