Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a paraplanning team while providing technical expertise to financial planners.
- Company: Join a top-rated wealth management firm focused on personalised financial strategies.
- Benefits: Enjoy hybrid working, competitive salary, pension, private medical cover, and 25 days holiday.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Must have QCF level 4 Diploma and at least 3 years of paraplanning experience.
- Other info: Applications reviewed within 24 hours; send your CV to Chris at CB3 Associates Ltd.
The predicted salary is between 43000 - 77000 £ per year.
The Company: A highly regarded Wealth Management firm who are part of a larger group and are looking to bring in a Paraplanning Team-Leader into their technical team. This will be based out of their Chesterfield site in a hybrid working setup. They are a financial advisory firm that offers personalised wealth management services, focusing on helping clients achieve their financial goals through tailored investment strategies, retirement planning, and risk management.
Office Location: Barlborough, North Chesterfield
Hybrid/Home Working: Yes - Fully flexible
Salary/Package: GBP50-55k DOE attractive bonus & full company benefits
Key Benefits: Pension, 2xDIS & Private Medical Cover
Holidays: 25-day holiday stats
The Role: You will provide technical paraplanning expertise to private wealth focused financial planners whilst overseeing the wider paraplanning team and structure across multiple sites. Duties include:
- Analysis of client policies (incl. pensions, investments, protection) to review whether they are still aligned with their objectives, for more complex advice cases.
- Constructing advice for presentation to the adviser and client.
- Competent with complex Tax calculations e.g. CGT, IHT etc.
- Preparation of correspondence including letters and emails to clients.
- Obtaining policy information and preparation of data for client meetings.
- Preparation of client review letters and suitability reports for the Financial Adviser and preparation of accompanying documentation as required.
- Hold excellent knowledge of research/software tools such as Defaqto, IO fact finds, FE analytics and Excel etc.
- Act as an Investment Specialist or Pension Specialist, providing advanced technical support and insights in these areas.
- Junior paraplanner onboarding.
- Support the training and development of other paraplanners and advisers, sharing expertise and leading training sessions as required.
The Person: You must be QCF level 4 Diploma qualified and have a demonstrable track record of managing paraplanning workloads for high performing financial advisers and wealth managers. You will:
- Hold substantial experience (minimum 3 years) in paraplanning.
- Have knowledge of asset classes, portfolio diversification, and investment performance evaluation.
- Understand pension schemes, retirement income strategies, and pension taxation.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Paraplanning Team-Leader employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team-Leader
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and paraplanning. Being well-versed in current market conditions and investment strategies will not only boost your confidence but also impress the hiring team during any discussions.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work in paraplanning. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience in managing paraplanning workloads. Be ready to share specific examples of how you've successfully led teams or improved processes, as this will demonstrate your leadership capabilities to the interviewers.
✨Tip Number 4
Showcase your technical skills by being prepared to discuss the software tools mentioned in the job description, such as Defaqto and Excel. Highlight any relevant experience you have with these tools to illustrate your capability to excel in the role.
We think you need these skills to ace Paraplanning Team-Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and wealth management. Emphasise your QCF level 4 Diploma qualification and any relevant technical skills, such as knowledge of tax calculations and investment strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your leadership abilities and experience managing paraplanning workloads. Mention specific examples of how you've supported financial advisers and contributed to team success.
Highlight Relevant Experience: In your application, focus on your substantial experience in paraplanning (minimum 3 years). Discuss your familiarity with research tools like Defaqto and your ability to construct advice for clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at CB3 Associates Ltd
✨Showcase Your Technical Expertise
As a Paraplanning Team-Leader, it's crucial to demonstrate your technical knowledge during the interview. Be prepared to discuss complex tax calculations and how you've applied your understanding of pensions and investments in previous roles.
✨Highlight Leadership Experience
Since this role involves overseeing a team, share specific examples of how you've managed paraplanning workloads and supported junior staff. Discuss any training sessions you've led and how you've contributed to team development.
✨Familiarise Yourself with Relevant Tools
Make sure you know the research and software tools mentioned in the job description, such as Defaqto and FE analytics. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex cases. Prepare scenarios where you've successfully aligned client policies with their financial goals, showcasing your analytical skills and attention to detail.