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- Tasks: Support financial advisors and manage client financial plans while conducting research and drafting reports.
- Company: Join a boutique wealth management firm in Central London, known for its dynamic team culture.
- Benefits: Enjoy a competitive salary, pension, share options, and discretionary bonuses with hybrid work flexibility.
- Why this job: Perfect for recent grads eager to grow into paraplanning experts in a supportive environment.
- Qualifications: Relevant financial certifications or a degree in Finance, Accounting, or Economics preferred.
- Other info: Deerfoot Recruitment donates to charity with every CV sent and offers referral rewards.
Job Title: Paraplanner
Salary: 40k- 45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options
Location: London (Zone 1)
Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to ensure that someone from the team is present in the office every day of the week)
Are you passionate about building a career in Paraplanning? Join our boutique wealth management firm based in the heart of Central London in Zone 1, where you’ll have the opportunity to develop your skills as a Paraplanner. If you’re looking for a role where you can grow into a paraplanning expert and build a long-term career, this could be the perfect fit!
We welcome applications from recent graduates or individuals eager to transition into a Paraplanning role.
Why Us?
- Boutique Wealth Management Firm: A dynamic, close-knit team working in one of London’s most prestigious areas.
- Career Growth: We are invested in your development. This role is designed for those looking to grow within paraplanning for a few years before advancing their career.
- Hybrid Work Environment: While initial months require more in-office presence, enjoy flexible working with Mondays and Fridays at home once settled.
- Attractive Package: Competitive salary, pension, share options, and discretionary bonuses.
Key Responsibilities:
- Support financial advisors in preparing and managing client financial plans.
- Conduct research, data analysis, and draft reports.
- Ensure financial documentation is accurate and compliant with industry regulations.
- Assist with administrative tasks such as managing client files and scheduling meetings.
- Use financial planning software and tools to develop reports and strategies.
Skills & Experience:
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
- Knowledge of financial services products and basic compliance requirements.
- Strong interpersonal and communication skills (both written and verbal).
- Highly organised, methodical, with strong attention to detail.
- Able to prioritise workload and work independently after training.
- Experience with financial planning software (e.g., IO, Defaqto) is a plus.
Qualifications:
- Relevant financial planning certifications or keen to work towards them (e.g., CII).
- Desirable: Bachelor’s degree in Finance, Accounting, Economics, or related fields.
- Previous experience in a financial planning or similar role is beneficial.
Please apply to receive the full job description. We look forward to hearing from you!
Deerfoot Recruitment Solutions Ltd is one of the longest-established independent technology recruitment consultancies in the UK. We are trusted by many leading employers and help individuals secure interesting and fulfilling roles. We will never send your CV anywhere without your authorisation and only after you have seen the complete details of this opportunity.
Deerfoot is acting as an employment agency for permanent hires and an employment business for contract/contingency hires.
Each time Deerfoot sends a CV to a recruiting client, we donate 1 to The Born Free Foundation phone number removed . Deerfoot is also climate-positive in partnership with Ecologi.
If this role isn’t the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.
If this role isn’t the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.
Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Paraplanner employer: Deerfoot Recruitment Solutions Limited
Contact Detail:
Deerfoot Recruitment Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the financial planning software mentioned in the job description, such as IO and Defaqto. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview process.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with paraplanners and financial advisors. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your passion for paraplanning by staying updated on industry trends and regulations. Reading financial news and subscribing to relevant publications can help you engage in informed discussions during interviews.
✨Tip Number 4
Prepare to discuss how your organizational skills and attention to detail have helped you in previous roles or academic projects. Providing specific examples will showcase your suitability for the role and your ability to manage client files and documentation effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasize any financial planning certifications, coursework, or internships that showcase your interest in the field.
Craft a Compelling Cover Letter: Write a cover letter that expresses your passion for paraplanning and your desire to grow within the industry. Mention specific reasons why you want to work for this boutique wealth management firm and how you can contribute to their team.
Highlight Relevant Skills: In your application, focus on your proficiency in Microsoft Office Suite and any experience with financial planning software. Also, emphasize your strong communication skills and attention to detail, as these are crucial for the role.
Show Enthusiasm for Career Growth: Convey your eagerness to develop your skills and advance your career in paraplanning. Mention any relevant courses or certifications you are pursuing or plan to pursue, demonstrating your commitment to professional development.
How to prepare for a job interview at Deerfoot Recruitment Solutions Limited
✨Show Your Passion for Paraplanning
Make sure to express your enthusiasm for building a career in paraplanning. Share any relevant experiences or coursework that sparked your interest in the field, as this will demonstrate your commitment to the role.
✨Highlight Your Organizational Skills
Since the job requires strong organizational abilities, be prepared to discuss how you manage your workload and prioritize tasks. Provide examples from past experiences where your attention to detail made a difference.
✨Familiarize Yourself with Financial Planning Software
If you have experience with financial planning software like IO or Defaqto, be sure to mention it. If not, do some research on these tools and be ready to discuss how you would approach learning them quickly.
✨Prepare Questions About Career Growth
Since the company emphasizes career development, come prepared with questions about potential growth opportunities within the firm. This shows that you are thinking long-term and are serious about advancing your career in paraplanning.
