At a Glance
- Tasks: Support complex financial planning and collaborate with experienced advisers on tailored client solutions.
- Company: Respected Financial Planning firm known for quality advice and long-term client relationships.
- Benefits: Profit share, 28 days holiday, health benefits, and hybrid working options.
- Other info: Stable environment with clear progression pathways and a focus on quality over volume.
- Why this job: Join a collaborative team and make a real impact in clients' financial futures.
- Qualifications: 3+ years in paraplanning, diploma qualified, and strong technical knowledge required.
This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards.
The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection.
You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function.
The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships.
The Work
- Complex financial planning casework and technical analysis
- Production of detailed suitability reports and client recommendations
- Input into retirement, investment, and protection strategies
- Collaboration with advisers on planning solutions for existing and new clients
- Liaison with clients where required, including high-net-worth individuals
- Maintaining consistently high standards of technical output and compliance
What Good Looks Like
This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process.
You will likely bring:
- 3+ years' experience in paraplanning or technical financial planning roles
- Diploma qualified (DipPFS or equivalent)
- Strong technical knowledge across pensions, investments, retirement planning, and protection
- Confident use of financial planning tools such as Voyant, CashCalc, and similar cashflow/modelling platforms
- High-quality report writing and communication skills
- A detail-focused, methodical approach to work
Environment
This is a stable, well-structured Financial Planning business with a strong reputation for quality over volume. The team is collaborative, technically capable, and focused on delivering long-term value for clients rather than transactional output.
Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes.
Package
- Profit share scheme
- Clear long-term progression and development pathway
- 28 days holiday (with option to purchase additional leave)
- Life assurance (6x salary)
- Health & wellbeing benefits
- Enhanced family leave policies
- Hybrid working and on-site parking
For full details and a confidential discussion, please reach out to Ellis Mears at EJP.
Senior Paraplanner in Montpellier employer: Ellis James Partners Ltd
Join a highly respected Financial Planning firm in Gloucestershire, where you will be part of a collaborative team that values quality over volume. With a strong emphasis on employee growth, you will benefit from a clear progression pathway, hybrid working options, and a comprehensive benefits package including profit share and health & wellbeing initiatives. This is an excellent opportunity for experienced paraplanners to engage deeply in the advice process and make a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Montpellier
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best work, including detailed suitability reports and case studies. This will help you demonstrate your technical prowess and attention to detail during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around complex financial planning topics. The more comfortable you are discussing your experience, the better you'll perform.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to tailor your application to highlight your experience in pensions, investments, and retirement planning, as this will set you apart from the crowd.
We think you need these skills to ace Senior Paraplanner in Montpellier
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Paraplanner role. Highlight your technical knowledge in pensions, investments, and retirement planning to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how your experience aligns with our focus on quality and long-term client relationships.
Showcase Your Technical Skills:Don’t forget to mention your proficiency with financial planning tools like Voyant and CashCalc. We want to see how you can contribute to our detailed, technical work right from the start!
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 during the process!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Technical Stuff
Make sure you brush up on your technical knowledge across pensions, investments, retirement planning, and protection. Be ready to discuss specific case studies or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Report Writing Skills
Since high-quality report writing is crucial for this role, prepare a few examples of reports you've written in the past. Be ready to explain your thought process and how you ensure compliance and accuracy in your documentation.
✨Demonstrate Collaboration
This role involves working closely with Financial Planners, so be prepared to discuss how you've collaborated in the past. Share examples of how you’ve contributed to team success and supported advisers in developing planning solutions.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and how they maintain their high standards. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
