At a Glance
- Tasks: Join a dynamic team as a Paraplanner, supporting high net worth clients and managing cases.
- Company: Work with a leading wealth management firm in London, known for its excellent service.
- Benefits: Enjoy a competitive salary, bonus scheme, and 22 days holiday that increases yearly.
- Other info: Full training provided; apply now if you're ready to take the next step in your career!
- Why this job: This role offers growth opportunities and the chance to develop your skills in a thriving business.
- Qualifications: Ideal candidates are IT proficient, organised, and have experience in IHT, Pension, or Investment products.
The predicted salary is between 40000 - 46000 £ per year.
Paraplanner - Mill Hill
Salary: £50,000–£55,000
Are you a qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you’ll play a key role in supporting advisers and delivering an exceptional service to a growing client base.
You’ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you’ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients.
The Role
As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development.
Key Responsibilities:
- Conduct detailed financial analysis to support adviser recommendations.
- Gather, organise and assess client financial information (income, expenditure, assets, liabilities).
- Use financial planning software to model scenarios and build projections.
- Prepare and review investment proposals and client reports.
- Collaborate with advisers to develop tailored financial strategies.
- Carry out product research and remain up to date on market developments.
- Ensure adherence to FCA regulations and internal compliance processes.
- Maintain accurate and up-to-date client records.
- Support the wider team with additional tasks as required.
About You
We are looking for someone who is confident, motivated and committed to professional growth.
Qualifications:
- Holding the CII Level 4 Diploma in Regulated Financial Planning.
- Ambition to achieve Chartered status (fully supported).
- Minimum 5 GCSEs (grade A*–C / 9–4), including Maths and English.
Skills & Experience:
- Strong understanding of pensions, investments, personal tax, protection and estate planning.
- Ability to perform basic tax calculations.
- Previous experience supporting financial advisers or working in a similar environment.
- Excellent organisational skills and ability to manage competing priorities.
- Strong written and verbal communication skills.
- Proficient with Microsoft Word, Excel and Outlook.
- Experience using financial planning/back-office systems (e.g., Genovo, Intelliflo) is advantageous.
Personal Qualities:
- High level of professional integrity and client focus.
- Strong analytical and problem-solving skills.
- Positive team player with strong interpersonal skills.
- Flexible, proactive and committed to continuous improvement.
What’s on Offer
- Competitive salary: £50,000–£55,000
- Comprehensive benefits package
- Full support with qualifications and professional development
- Clear progression opportunities
- Hybrid working arrangements
- Supportive, collaborative team culture
Paraplanner in London employer: Blakemore Recruitment
Join a leading wealth management firm in London that values its employees and fosters a collaborative work culture. With competitive salaries, a discretionary bonus scheme, and opportunities for professional growth into advisory roles, this company is dedicated to supporting your career development while providing a rewarding work environment. Enjoy generous holiday allowances and a paid birthday off, making it an excellent choice for those seeking a fulfilling and balanced career.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Familiarise yourself with the specific IT systems used in wealth management. Since full training will be provided, showing a proactive interest in these systems can set you apart during the interview.
✨Tip Number 2
Brush up on your knowledge of IHT, Pension, and Investment products. Being able to discuss these topics confidently will demonstrate your industry experience and technical understanding.
✨Tip Number 3
Prepare examples of how you've successfully managed cases in the past. Highlighting your organisational skills and solution-focused approach will resonate well with the hiring team.
✨Tip Number 4
Practice your communication skills, especially in dealing with third parties. Being able to convey information clearly and professionally is crucial for this role, so consider mock interviews to refine your approach.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Understand the Role:Read the job description carefully to understand the key responsibilities and requirements for the Paraplanner position. Tailor your application to highlight your relevant experience in wealth management, particularly with IHT, Pension, and Investment products.
Highlight Relevant Experience:In your CV and cover letter, emphasise your significant industry experience and any specific achievements that demonstrate your ability to manage cases, prepare suitability letters, and liaise with third parties effectively.
Showcase Your Skills:Make sure to showcase your organisational skills, IT proficiency, and excellent communication abilities. Provide examples of how you've used these skills in previous roles to solve problems or improve processes.
Craft a Strong Cover Letter:Write a compelling cover letter that not only introduces yourself but also explains why you are a great fit for the role. Mention your 'can do' attitude and solution-focused approach, and express your enthusiasm for the opportunity to grow within the company.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of IHT, Pension, and Investment products. Brush up on the latest regulations and be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Communication Skills
Since you'll be liaising with colleagues and third parties, it's crucial to exhibit strong communication skills. Prepare examples of how you've effectively communicated complex information in the past.
✨Demonstrate Your Organisational Skills
Being highly organised is key for this role. Be prepared to discuss how you manage multiple cases and ensure compliance while meeting deadlines. Consider sharing specific tools or methods you use to stay organised.
✨Exhibit a Solution-Focused Mindset
Employers value a proactive approach. Think of instances where you've encountered challenges and how you resolved them. This will show that you can think on your feet and provide solutions under pressure.
