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For Companies At a Glance
- Tasks: Collaborate with advisers on financial plans and conduct research for clients.
- Company: Award-winning Chartered financial planning company in central London.
- Benefits: Flexible salary, 27 days holiday, great bonuses, and full study support.
- Why this job: Join a supportive team and develop your skills in a collaborative environment.
- Qualifications: Experience as a Paraplanner or eagerness to learn and grow.
- Other info: Hybrid working model with a focus on work-life balance and career progression.
The predicted salary is between 38000 - 50000 £ per year.
Job Description
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £38,000- £50,000 DOE + Bonus
- Are you a Paraplanner looking to join an award winning Chartered financial planning company offering holistic advice, full admin support and a great bonus structure?
- Would you like to work closely with an Adviser and have that opportunity for collaboration whilst supporting him with his established client bank?
- Or perhaps you are Paraplanner who is relatively new to their Paraplanner journey, and are looking for development opportunities within an established company.
If either of these scenarios ring true, we have the perfect role for you.
Benefits with this role include:
- 27 days holiday plus bank holidays
- Great bonus system – dependent on company success – anything between 3 and 16% with the average for the last 5 years being 7%
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than advertised.
- Regular pay reviews, full study support and pay increases for exams passed.
- Hybrid working set up with 2 days in the office
- Dedicated operations manager who is known for planning ahead and ensuring employees are never overwhelmed with work, their process and procedures ensure an excellent working environment for everyone.
The Client and role details:
- Our client is an established independent IFA, based in a convenient location in centre of London, Close to St Pauls.
- Whilst the company has over 80 staff and continues to grow, it offers a great balance of being established in this way but keeping a close collaborative team feel through pod systems.
- For this role, you will be working in a pod system with 1 Advisers and 1 x Administrator. However, with over 30 Paraplanners in the company overall, and many who’s role it is to work across pods, there is more than enough support
- This role is all about collaboration. You will work closely with the Adviser on each client's financial plan, you will have exposure to the whole process, including full research, bespoke reports and cash flow modelling
- The adviser currenely has a focus on the annual review process, so a paraplanner who has ample exposure to this process is essential. The new business coming in for this adviser off the back of his servicing is complex and he is keen to collaborate closely with the paraplanner on this.
- The role also comes with ample client contact so a paraplanner who enjoys client contact as part of their role is also desirable.
This could be a great move for any established paraplanner with some excellent benefits and work life balance, or equally for any junior the role offers the opportunity to be collaborating with an established adviser and a wider range of paraplanners and relishing the chance to join a company with a tried and tested model over the years for developing Junior talent into exceptional paraplanners, or furthermore into Advisers.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Paraplanner (2 days per week in the office) employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (2 days per week in the office)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since this role is all about collaboration. Think of examples from your past experiences that showcase your teamwork skills and how you can contribute to their established client bank.
✨Tip Number 3
Show your enthusiasm! When you get the chance to chat with potential employers, let your passion for paraplanning shine through. Talk about what excites you about the role and how you can bring value to their team. A positive attitude goes a long way!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows you’re serious about joining the team and makes it easier for us to keep track of your application.
We think you need these skills to ace Paraplanner (2 days per week in the office)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight any relevant experience in financial planning, client interaction, and collaboration with advisers.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role and how your background makes you a great fit. Don’t forget to mention your interest in working in a collaborative environment!
Showcase Your Skills: In your application, be sure to highlight specific skills like cash flow modelling and report writing. We want to see how you can contribute to our team and support our advisers effectively.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning processes. Familiarise yourself with the annual review process, as this is a key focus for the adviser you'll be working with. Being able to discuss specific cases or examples will show that you're not just knowledgeable but also genuinely interested in the role.
✨Show Your Collaborative Spirit
Since this role emphasises collaboration, be prepared to discuss how you've worked effectively in teams before. Think of examples where you've supported colleagues or contributed to group projects. Highlighting your ability to work closely with an adviser and administrator will demonstrate that you're a great fit for their pod system.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, the team dynamics, and the types of clients you'll be working with. This shows that you're engaged and serious about the opportunity. Plus, it gives you a chance to assess if the company aligns with your career goals and values.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The company values a collaborative environment, so showing your enthusiasm and genuine interest in the role can set you apart. Remember, they want to see if you'll fit into their team culture as much as your skills.
