At a Glance
- Tasks: Support financial advisers in creating tailored financial planning solutions for clients.
- Company: Join a respected financial advisory firm focused on personalised wealth management.
- Benefits: Competitive salary, study support, work-from-home Fridays, and generous annual leave.
- Other info: Dynamic environment with opportunities for career growth and long service recognition.
- Why this job: Develop your expertise in finance while making a real difference in clients' lives.
- Qualifications: Experience as a Paraplanner or similar role, with Level 4 Diploma in Financial Planning preferred.
The predicted salary is between 41850 - 51150 £ per year.
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for:
- Providing technical paraplanning support across a broad range of financial planning cases.
- Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives.
- Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
- Producing cashflow models, financial reports and suitability documentation.
- Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles.
- Preparing client review packs, investment performance reports and supporting documentation.
- Obtaining quotations, product information and research to compare suitable financial solutions.
- Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for:
- Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
- At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
- Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
- Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
- Experience within pension transfers and knowledge of inheritance tax planning and investment products.
- Strong understanding of current financial services legislation and regulatory requirements.
- Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint.
What's on offer:
- Competitive Salary
- RO exam study support, including funded first exam attempt.
- Care Cashback Plan (after successful completion of probation).
- Work-from-home Fridays (subject to business needs).
- Annual leave increasing with service (up to 25 days).
- Long service recognition and additional leave.
- Three additional days off at Christmas.
- Access to an on-site gym.
- Company pension scheme.
- Staff discount.
- Birthday leave.
Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.
Pension Paraplanner in London employer: Additional Resources
Join a forward-thinking company that values innovation and technical excellence, where as a Senior Platform Engineer, you will play a pivotal role in scaling a pioneering platform. With a strong emphasis on employee growth, collaborative work culture, and the opportunity to lead cutting-edge projects, this position offers a unique chance to make a meaningful impact in a dynamic environment. Located in a vibrant area, the company provides excellent benefits and fosters a culture of continuous learning and development.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Paraplanner in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Additional Resources. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pension Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Additional Resources.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Additional Resources's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Additional Resources
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Additional Resources.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Additional Resources will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Additional Resources employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
