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- Tasks: Support Financial Planning Directors by preparing high-quality advice and assisting in client meetings.
- Company: Join a growing team in a supportive and collaborative environment.
- Benefits: Hybrid working, full exam support, and opportunities for career progression.
- Why this job: Make a real impact on clients' financial goals while developing your skills.
- Qualifications: 2-3 years of paraplanning experience and strong knowledge of UK tax and pensions.
- Other info: Enjoy a dynamic role with a focus on variety and challenge.
The predicted salary is between 36000 - 60000 £ per year.
We're looking for an experienced Paraplanner to join a growing team in London, and play a key role in supporting a group of highly qualified Financial Planning Directors. This is a client focused role where you'll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long‐term financial goals.
What we're looking for:
- At least 2–3 years' paraplanning experience
- Strong technical knowledge of UK tax, pensions, and estate planning
- Excellent organisational skills and attention to detail
What's on offer:
- Hybrid working and a supportive, developmental environment. 2 Days in the office
- Full exam support to continue progressing your career
- The chance to work alongside a collaborative team of financial planners and paraplanners
If you're a motivated paraplanner looking for variety, challenge, and career progression, we'd love to hear from you.
Paraplanner in London employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of UK tax, pensions, and estate planning. Be ready to showcase your expertise and how it can benefit the team you'll be joining.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on how you can support client meetings and help clients achieve their financial goals.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications from motivated paraplanners like you, and it’s the best way to ensure your application gets noticed by our recruitment team.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your 2-3 years of paraplanning experience and any relevant technical knowledge in UK tax, pensions, and estate planning. We want to see how your skills align with 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 passionate about financial planning and how you can support our team. Be sure to mention your organisational skills and attention to detail, as these are key for us.
Showcase Your Client Focus: Since this is a client-focused role, make sure to include examples of how you've supported clients in the past. We love to see how you’ve helped clients achieve their long-term financial goals, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. 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 Cap Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK tax, pensions, and estate planning. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely interested in the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experience that highlight your organisational skills and attention to detail. Think about specific situations where you successfully managed multiple tasks or projects, as this will resonate well with the interviewers.
✨Understand the Company Culture
Research the company’s values and culture before the interview. This will help you tailor your responses to align with what they’re looking for, especially since they emphasise a supportive and collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, the support for career progression, or how they measure success in the paraplanner role. This shows your genuine interest and helps you assess if it’s the right fit for you.
