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- Tasks: Assist Financial Advisers and clients, conduct research, and produce suitability reports.
- Company: Join a respected Private Client Wealth Management firm in Central London with impressive growth.
- Benefits: Enjoy hybrid working, study support, and excellent career progression opportunities.
- Why this job: Build advisory relationships and work with high-net-worth clients from day one.
- Qualifications: 18 months experience as a Financial Administrator or Junior Paraplanner required.
- Other info: Receive full training and mentoring in a collaborative team environment.
The predicted salary is between 27600 - 38400 £ per year.
We’re delighted to be recruiting on behalf of one of our longest-standing clients—a highly respected Private Client Wealth Management firm based in Central London. Due to an internal promotion, they have created a brand-new opportunity for a Junior Paraplanner to join their expanding team.
This firm specialises in providing holistic financial advice, estate planning, and tax strategies to high-net-worth individuals, business owners, and their families. The company has experienced impressive organic growth, nearly doubling in size during our partnership.
The Opportunity
This role is ideal for someone with approximately 18 months of experience as a Financial Administrator, who has also gained some initial exposure to report writing (either templated or bespoke). You’ll play a vital role in bridging the gap between the Financial Advisers and their clients, with the opportunity to attend client meetings and begin building advisory relationships.
Key Responsibilities:
- Assisting with product and market research
- Liaising with providers and ensuring AML/KYC requirements are fulfilled
- Gathering information on clients’ existing financial products
- Supporting the transition of client funds to agreed investment platforms
- Learning to produce bespoke, high-quality suitability reports
- Receiving full training and mentoring from an experienced team
What’s on Offer:
- Full training and support towards becoming a Chartered Paraplanner
- Clear progression pathways: remain in a technical Paraplanning role or move towards advising
- Work with complex, high-net-worth client cases from day one
- Study support toward the Level 4 Diploma (if not yet achieved)
- A collaborative, close-knit team that prioritises long-term career development
- Hybrid working model (split between office and home)
About You:
To be considered, you’ll likely be:
- An experienced Financial Administrator or Junior Paraplanner (c.18+ months’ experience)
- Comfortable speaking with clients and business professionals
- Confident in your written communication, with some exposure to report writing
- Eager to learn and develop within a dynamic and high-performing environment
Please contact Sam Negbenebor at Financial Divisions.
Junior Paraplanner, Central London, £46,000 + Bonus, Study Support, Excellent Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner, Central London, £46,000 + Bonus, Study Support, Excellent Benefits
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Junior Paraplanners or Financial Advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare to discuss your experience with report writing in detail. Think of specific examples where you've contributed to reports, even if they were templated. This will demonstrate your ability to bridge the gap between advisers and clients effectively.
✨Tip Number 4
Show your eagerness to learn and develop by researching the company’s values and culture. Be ready to articulate how your career goals align with their commitment to training and progression, which is a key aspect of this role.
We think you need these skills to ace Junior Paraplanner, Central London, £46,000 + Bonus, Study Support, Excellent Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Administrator or Junior Paraplanner. Emphasise any exposure to report writing and client interactions, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention your experience in financial administration and your eagerness to learn and develop in a paraplanning role.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as research abilities, communication skills, and attention to detail. Provide examples of how you've used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Basics
Brush up on your knowledge of financial products, estate planning, and tax strategies. Being able to discuss these topics confidently will show that you understand the industry and are ready to contribute.
✨Demonstrate Your Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in report writing or client interactions.
✨Show Enthusiasm for Learning
Express your eagerness to learn and grow within the company. Mention any relevant courses or certifications you're pursuing, like the Level 4 Diploma, to highlight your commitment to professional development.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready about the company's culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
