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- Tasks: Support high billing advisers with report writing and cashflow modelling.
- Company: Join a top Chartered Wealth Management firm in the heart of London.
- Benefits: Enjoy a competitive salary, bonuses, and flexible remote work options after training.
- Why this job: Be part of an ambitious team focused on growth and client success.
- Qualifications: Technical knowledge is essential; diploma not required.
- Other info: Work with HNW & UHNW clients and gain full study support to Chartered status.
The predicted salary is between 36000 - 66000 £ per year.
1 day ago Be among the first 25 applicants
This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Financial Divisions
Partner at Financial Divisions – Peter@financialdivisions.co.uk – Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers)
BRAND NEW ROLE: Paraplanner Vacancy – City of London offices
£45k basic salary + discretionary bonuses
Full study support to Chartered status
25 days holiday plus study leave and financial support
My client is a boutique independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK, but mainly London and Southeast based. The business has 15 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £500k – multiple millions. The top Advisers manage close to £100m of assets. The business has very ambitious plans to expand and grow so if you\’re looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.
The Managing Director is seeking a Paraplanner who has their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Practice Manager and team of experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. Possibly up to £50k for an outstanding candidate. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status.
For more details please contact Peter Fozard at Financial Divisions.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance
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Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software and tools commonly used in paraplanning, such as cashflow modelling software. Being proficient in these tools can set you apart during interviews and demonstrate your readiness for the role.
✨Tip Number 3
Research the company’s values and recent developments in the financial advice sector. Tailoring your conversations during interviews to reflect your understanding of their business model and growth plans can show your genuine interest in joining their team.
✨Tip Number 4
Prepare to discuss your technical knowledge in areas like pensions, investments, and tax planning. Be ready to provide examples of how you've applied this knowledge in previous roles or studies, as it will be crucial for supporting the high billing advisers effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with report writing, cashflow modelling, and the specific needs of HNW and UHNW clients.
Tailor Your CV: Highlight relevant experience in financial services, particularly any roles involving report writing or client management. Emphasise your technical knowledge and any qualifications that relate to the role, even if you are not diploma qualified.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention your interest in working with high net worth clients and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, having a solid understanding of financial products and regulations is crucial. Be prepared to discuss your knowledge of pensions, investments, and tax planning during the interview. Highlight any relevant experience or coursework that demonstrates your expertise.
✨Demonstrate Your Report Writing Skills
Since the role involves end-to-end report writing, it's important to showcase your ability to create clear and concise reports. Bring examples of previous work or be ready to discuss how you approach report writing, including your attention to detail and analytical skills.
✨Understand the Company Culture
Research the Chartered Wealth Management Firm and understand its values and culture. Be ready to explain why you want to work there and how you align with their entrepreneurial spirit. This will show your genuine interest in the company and the role.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared can set you apart from other candidates. Ask about the team dynamics, the onboarding process, or the company's future plans. This shows your enthusiasm for the position and helps you assess if it's the right fit for you.
