At a Glance
- Tasks: Support financial advisors by conducting paraplanning activities and preparing suitability reports.
- Company: Join a well-established IFA known for its employee-focused culture.
- Benefits: Enjoy 33 days holiday, flexible hours, hybrid working, and bonus opportunities.
- Other info: Clear progression routes and study support for your professional growth.
- Why this job: Achieve work-life balance while making a real impact in financial advising.
- Qualifications: Experience as a Paraplanner and a passion for client-focused financial strategies.
The predicted salary is between 50000 - 65000 £ per year.
Paraplanner (Hybrid) £45,000 - £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training Hillingdon Are you a Paraplanner looking to join a well-established IFA which will offer you flexible hours, hybrid working, 33 days holiday and ultimate work life balance?
In this role you will be conducting paraplanning activities to support the advisors.
This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies.
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice.
They are known for looking after their staff.
They offer clear routes to advisor, which has led to great staff retention.
This role would suit a Paraplanner looking to work for a company that is invested in their employees.
They will offer you study support and clear progression routes.
The Role Producing Suitability reports Undertake technical research and analysis to support client recommendations Ensuring client files and records are updated correctly Support advisors in developing financial strategies Monday-Friday, 9am-5pm, 37.5 hours per week The Person Experience working in a Paraplanner role Looking for work life balance
Reference
Number: BBBH 26236a Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates.
The salary advertised is a guideline for this position.
The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
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Paraplanner (Hybrid) in London employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Hybrid) 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 All The Top Bananas. 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 Paraplanner (Hybrid) 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 All The Top Bananas.
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 All The Top Bananas'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 All The Top Bananas
✨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 All The Top Bananas.
✨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 All The Top Bananas 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 All The Top Bananas 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.
