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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 London with a focus on client success.
- Benefits: Hybrid working, full exam support, and a supportive environment for career growth.
- Other info: Collaborative team atmosphere with opportunities for variety and challenge.
- Why this job: Make a real impact in clients' financial journeys while advancing your career.
- Qualifications: 2-3 years of paraplanning experience and strong knowledge of UK tax and pensions.
The predicted salary is between 40000 - 50000 £ 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 those interviews by brushing up on your technical knowledge of UK tax, pensions, and estate planning. We want you to shine when discussing how you can support clients in achieving their financial goals.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects effectively. This will demonstrate your attention to detail and ability to thrive in a busy environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
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 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 passionate about financial planning and how you can support our team of Financial Planning Directors. Keep it concise but engaging – we love a good story!
Show Off Your Organisational Skills: Since this role requires excellent organisational skills and attention to detail, make sure to showcase these in your application. Whether it's through examples of past work or specific achievements, let us know how you keep everything on track!
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. Plus, we love seeing applications come through our own channels!
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 work where your organisational skills made a difference. Whether it was managing client meetings or preparing high-quality advice, having specific instances ready will help you stand out.
✨Understand the Company Culture
Research the company’s values and working environment. Since they offer hybrid working and a supportive atmosphere, be ready to discuss how you thrive in collaborative settings and how you can contribute to their team.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role and the team dynamics. This shows your enthusiasm for the position and helps you gauge if it's the right fit for you. Think about asking about career progression opportunities or how they support ongoing learning.