At a Glance
- Tasks: Support financial planning and gain client exposure while developing your technical skills.
- Company: Award-winning financial planning firm with a collaborative and social culture.
- Benefits: Competitive salary, hybrid work, generous leave, and support for Chartered status.
- Other info: Enjoy regular social events and excellent staff retention in a dynamic environment.
- Why this job: Join a supportive team and grow your career in financial advice or as a technical expert.
- Qualifications: Diploma-qualified Paraplanner with strong technical knowledge and team collaboration skills.
The predicted salary is between 40000 - 50000 £ per year.
Location: London, City
Salary: £40,000 - £50,000 depending on experience, with higher salaries available for Chartered or those working towards Chartered
Hybrid: 2 days working from home after probation
Bonus: Up to 12%
The Opportunity
Are you a Diploma-qualified Paraplanner looking for a business that will genuinely invest in your continued development? Perhaps you're technically strong but want greater exposure to complex financial planning, as well as the opportunity to sit in on client meetings and build your confidence in front of clients? Or maybe you're a career Paraplanner who wants to continue developing technically, with the opportunity to become a Subject Matter Expert within an established team? This is an opportunity to join a Chartered and award-winning financial planning business where development is genuinely encouraged. You'll join an established team of 10 Paraplanners, with support from a dedicated Paraplanning Manager, full support towards Chartered status and a genuine route into Financial Advice for those who want it.
The Company
With just over 100 employees, this is an established and growing financial planning business with an excellent reputation for developing and retaining its people. The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention.
Progression & Development
Development is a real focus within the business. For those looking to progress into advice, the typical pathway is to build strong technical expertise, develop client meeting experience and then move into an Adviser role, usually within around 2 years, depending on the individual and their progression. For those who love Paraplanning and want to remain technical, there is also the opportunity to progress into a Subject Matter Expert position, alongside Senior Paraplanner opportunities. You'll also receive full support towards Chartered status, including ongoing development and study support.
What's on Offer
- £40,000 - £50,000, depending on experience
- Higher salaries available for Chartered or those working towards Chartered
- Discretionary bonus of up to 12%
- Hybrid working, with 2 days from home after probation
- 32 days annual leave including bank holidays
- Option to buy and sell holiday
- Private medical insurance
- Income protection
- Death in Service
- Company pension scheme
- Rail Season Ticket Loan
- Regular team and company-wide social events
- Excellent staff retention and a genuinely supportive working environment
- Full support towards Chartered status and structured career development
What They're Looking For
- Diploma-qualified Paraplanner with good technical knowledge
- Experience working within a financial planning or wealth management environment
- Strong understanding of pensions, investments and wider financial planning
- Someone who enjoys technical Paraplanning but also wants greater exposure to clients
- Professional, collaborative and comfortable working as part of an established team
If you're a Diploma-qualified Paraplanner who wants to continue building technically while also getting in front of clients and having a genuine route into advice, then this role is worth applying for.
Paraplanner in London employer: Cranleigh Personnel Careers
Join a highly respected financial planning firm in Wokingham that prioritises your growth and development as a Trainee Financial Advisor. With a bespoke trainee development programme, full support for professional qualifications, and early client-facing exposure, you'll be equipped to build a successful career in financial planning. The supportive and collaborative work culture, combined with a genuine pathway to becoming an established Financial Adviser, makes this an exceptional opportunity for motivated individuals looking to make a meaningful impact in the financial services industry.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Cranleigh Personnel Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Cranleigh Personnel Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Cranleigh Personnel Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Cranleigh Personnel Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Cranleigh Personnel Careers how you can be a team player!
How to prepare for a job interview at Cranleigh Personnel Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Cranleigh Personnel Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Cranleigh Personnel Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
