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- Tasks: Analyse client needs and create cash flow models for high net worth clients.
- Company: Dynamic financial planning team with a focus on collaboration.
- Benefits: Hybrid working, competitive salary, and professional growth opportunities.
- Why this job: Make an immediate impact in a supportive environment while advancing your career.
- Qualifications: 18+ months Paraplanner experience and strong financial planning knowledge.
- Other info: Join a thriving team and contribute to innovative financial solutions.
The predicted salary is between 40000 - 45000 £ per year.
Salary: £40k–£45k
Location: South East England
Working Model: Hybrid
Are you an experienced Paraplanner ready to make an immediate impact? Join a dynamic financial planning team supporting high net worth clients across pensions, investments, trusts and estate planning.
What you’ll do:
- Analyse client requirements and build cash flow models
- Prepare recommendations, reports, and client-facing documents
- Support reviews and coordinate with advisers and administrative teams
- Contribute ideas, improve processes, and help the team thrive
What we’re looking for:
- 18+ months Paraplanner experience
- Strong financial planning and investment knowledge
- Experience with high net worth UK clients
- Level 4 qualified (or working toward it)
- Bonus: Trusts knowledge
Perks:
- Hybrid working after 3 months in-office
- Competitive salary + benefits
- Professional growth and learning opportunities
Apply now to join a collaborative, supportive team and take your career to the next level.
Paraplanner employer: Broadgate
Contact Detail:
Broadgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with high net worth clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and trusts. We want you to feel confident discussing these topics, so practice common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your skills! Bring along examples of cash flow models or reports you've prepared in previous roles. This will help demonstrate your experience and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with high net worth clients and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your experience in financial planning and how you can contribute to our success.
Showcase Your Knowledge: Don’t forget to demonstrate your understanding of pensions, investments, and trusts in your application. We love candidates who can show they know their stuff and are ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Broadgate
✨Know Your Stuff
Make sure you brush up on your financial planning and investment knowledge. Be ready to discuss specific cases or scenarios you've handled, especially with high net worth clients. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Prepare for Technical Questions
Expect questions about cash flow modelling and report preparation. Practise explaining your process clearly and concisely. You might even want to prepare a mock report or recommendation to showcase your skills during the interview.
✨Show Your Collaborative Spirit
Since the role involves working closely with advisers and administrative teams, be prepared to discuss how you’ve contributed to team success in the past. Share examples of how you’ve improved processes or supported colleagues to highlight your teamwork skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, ongoing projects, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.