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- Tasks: Support advisers with bespoke reports, cash flow modelling, and client reviews.
- Company: Join a respected boutique Chartered Independent firm in Central London.
- Benefits: Enjoy a competitive salary, hybrid work options, and potential bonuses.
- Why this job: Shape processes, mentor juniors, and tackle complex financial cases in a collaborative environment.
- Qualifications: Minimum 5 years paraplanning experience and Level 4 diploma in Financial Planning required.
- Other info: Long-term career growth towards management or advisory roles available.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
Senior Paraplanner Opportunity (Client facing)
Central London/Hybrid
Salary to £70,000 and excellent benefits/Bonus
Longer term route to Management or Advisory role in due course
An outstanding opportunity in a highly respected boutique Chartered Independent firm with a longstanding client base of private clients and their families
You would be providing full paraplanning support to three/four advisers with a growing book of clients, with a focus on efficiency, professionalism, quality, and accuracy. Main responsibilities will include bespoke Suitability Reports for UHNW cases, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT, and protection.
You will have the opportunity to be involved in ad-hoc projects, implementing and improving processes and playing a key part in shaping the processes. The ideal candidate will have a minimum of 5 years paraplanning experience, excellent attention to detail and great communication skills. You will be asked to mentor more junior members in the team and working on complex and technical paraplanning cases so you must enjoy a challenge and work in a collaborative manner
Essentially you must possess at least three years in a similar role, hold the level 4 diploma in regulated Financial Planning and ideally be close to or hold chartered status. Your experience must be gained in the independent sector and you will possess good technical financial and personal tax knowledge and experience of complex report writing and conducting whole-of-market product research.
This represents an ideal opportunity for a highly talented technical Paraplanning expert to join a superb employer and forge a long-term career in the business
CV to jim.m@financialdivisions.co.uk
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Client Facing)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in independent firms. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial products, particularly those relevant to UHNW clients. This knowledge will not only help you stand out but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience with complex report writing and cash flow modelling during the interview. Be ready to share specific examples of how you've successfully supported advisers in the past, showcasing your technical competence.
✨Tip Number 4
Highlight your mentoring experience when speaking with us. As this role involves guiding junior team members, demonstrating your ability to lead and support others will make you a more attractive candidate.
We think you need these skills to ace Senior Paraplanner (Client Facing)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially the technical skills and knowledge relevant to pensions, investments, IHT, and protection. Use specific examples that demonstrate your attention to detail and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your experience in mentoring junior team members and your ability to handle complex cases, as these are key aspects of the job.
Highlight Relevant Qualifications: Clearly state your qualifications, including the level 4 diploma in regulated Financial Planning and any progress towards chartered status. This will show your commitment to professional development and expertise in the field.
Showcase Your Research Skills: In your application, mention your experience with market research for financial products and investment opportunities. Provide examples of how you've successfully conducted whole-of-market product research and prepared bespoke Suitability Reports.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, IHT, and protection products. Be prepared to discuss specific cases where you've applied this knowledge, as it will demonstrate your technical competence to the interviewers.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex paraplanning cases. Think of examples from your past experience where you successfully navigated challenges, particularly in client-facing situations.
✨Highlight Your Attention to Detail
Given the emphasis on quality and accuracy in the job description, be ready to provide examples of how your attention to detail has positively impacted your work. This could include instances of producing bespoke Suitability Reports or conducting thorough market research.
✨Demonstrate Your Mentoring Skills
Since the role involves mentoring junior team members, prepare to discuss your experience in guiding others. Share specific examples of how you've supported colleagues in their development and contributed to a collaborative team environment.
