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- Tasks: Support financial advisers with research, report writing, and client presentations.
- Company: Join an award-winning Chartered IFA firm in Central London with a strong reputation.
- Benefits: Enjoy a competitive salary, study support for Chartered status, and generous holiday allowance.
- Why this job: Be part of a dynamic team making positive changes in wealth planning for diverse clients.
- Qualifications: Must be Level 4 Diploma qualified; passion for finance is a plus!
- Other info: Work 3 days in the office after training, with beautiful office surroundings.
The predicted salary is between 39000 - 91000 £ per year.
Senior Paraplanner Vacancy – Up to £65,000
Chartered IFA firm – West End Offices (Central London)
3 days in the office per week after training and induction
My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over 1000 clients in their current setup with cases ranging from £100k – £10m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.
The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 10+ members of them over the past few years. They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business are making many positive changes to the business. The Managing Director is creating 2 brand new roles for Paraplanners. You will occasionally attend meetings and be well versed in fund research, suitability report writing, calculations and creating illustrations to present to clients. Both roles require a candidate to be Level 4 Diploma qualified as a minimum. You will receive a full study support package towards achieving Chartered Status if you are working towards this.
- Senior Paraplanner – Must be Diploma Qualified
- Salary: Up to £65k
- 3 days in the office per week after initial onboarding
- Full study support towards Chartered status
- Benefits: pension, death in service cover, income protection,
- 25 days holiday + bank holiday
Please get in touch for more details –
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the specific financial products and services that the firm offers. Understanding their approach to wealth planning, especially for high-net-worth clients, will help you stand out during discussions.
✨Tip Number 2
Network with current or former employees of the firm. They can provide valuable insights into the company culture and expectations, which can be beneficial when you’re preparing for interviews.
✨Tip Number 3
Stay updated on the latest trends in financial planning and investment strategies. Being knowledgeable about current market conditions and regulatory changes will demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss your experience with fund research and report writing in detail. Highlight any relevant projects or cases you've worked on that showcase your analytical skills and attention to detail.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning, particularly in areas like pensions, investments, and tax planning. Use specific examples to demonstrate your skills and qualifications.
Craft a Strong Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention your Level 4 Diploma qualification and express your enthusiasm for the opportunity to work with a Chartered IFA firm.
Showcase Your Skills: Emphasize your proficiency in fund research, suitability report writing, and client presentations. Provide examples of how you've successfully supported advisers in previous roles.
Highlight Your Commitment to Professional Development: Mention your willingness to pursue Chartered Status and any relevant training or certifications you are currently undertaking. This shows your dedication to growth within the industry.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the firm. Be prepared to discuss pensions, investments, tax planning, and estate planning in detail, as this will demonstrate your expertise and readiness for the role.
✨Showcase Your Report Writing Skills
Since the role involves suitability report writing, be ready to provide examples of your previous work or discuss your approach to creating clear and concise reports. Highlight any experience you have with fund research and calculations.
✨Demonstrate Team Collaboration
The firm values teamwork, so be prepared to discuss how you've successfully collaborated with advisers and other paraplanners in the past. Share specific examples of how you contributed to team success and supported your colleagues.
✨Express Your Commitment to Professional Development
Since the company offers full study support towards achieving Chartered Status, express your enthusiasm for continuous learning and professional growth. Discuss any relevant qualifications you hold and your plans for further development in the financial sector.
