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- Tasks: Provide full paraplanning support to Chartered Financial Planners and oversee complex cases.
- Company: Top IFA firm in Yorkshire known for valuing and rewarding its staff.
- Benefits: Up to £65,000 salary, 8% pension, bonus pool, private medical insurance, and 25 days holiday.
- Why this job: Join a supportive team where your skills are valued and pay reflects your expertise.
- Qualifications: 3+ years as a paraplanner, Level 4 qualified, aiming for Chartered status.
- Other info: Hybrid working available; everyone receives a response to their application.
The predicted salary is between 43200 - 78000 £ per year.
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire. They have achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staff's skills and knowledge have grown, their salary has kept pace. That’s why when it comes to hiring a senior paraplanner they’re happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. You’ll also know that this is a business that takes salary reviews and appraisals seriously.
Alongside the salary there’s an excellent benefits package:
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%)
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (3 days in the office)
As for the job itself, you’ll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You’ll work with more than one planner providing variety to the cases you’ll oversee and exposure to how different planners work. Given they’re dealing with complex financial planning cases, you’ll learn a lot too.
HERE’S WHAT YOU'LL NEED:
You will be a career paraplanner who wants an environment where you can get better and better. You’ll have 3 years plus experience as a paraplanner. You’ll be level 4 qualified and on the way to Chartered if you’re not there already.
Don’t think you’re paid fairly? Click apply. If you don’t have a CV don’t worry, send us your contact details and we can come to that later. Everyone will receive a response.
Senior Paraplanner in London employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a senior paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and case studies. Be ready to discuss how you've tackled complex financial planning cases in the past. Show them you’re not just a paraplanner, but a problem-solver!
✨Tip Number 3
Don’t shy away from discussing salary expectations during interviews. This firm values fair pay, so be upfront about what you believe you deserve based on your experience and skills. Remember, it’s all about getting what you’re worth!
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, if you don’t have a CV ready, just send us your contact details and we’ll help you sort it out later. We’ve got your back!
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your experience as a paraplanner. We want to see how your skills and knowledge have developed over the years, so don’t hold back on showcasing your journey in the field!
Tailor Your Application: Take a moment to tailor your application to this specific role. Mention how your experience aligns with the responsibilities of supporting Chartered Financial Planners and dealing with complex cases. It’ll show us you’re genuinely interested!
Be Honest About Your Expectations: Don’t shy away from discussing your salary expectations. We value transparency and want to ensure you feel you’re getting the pay you deserve. Let us know what you’re looking for right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. If you don’t have a CV ready, no worries! Just send us your contact details, and we can sort that out later. Everyone will receive a response!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Worth
Before heading into the interview, do your homework on salary benchmarks for a Senior Paraplanner role. Be ready to discuss your expectations confidently, as this firm values fair pay and is open to conversations about it.
✨Showcase Your Experience
With over three years of experience as a paraplanner, make sure to highlight specific cases you've worked on. Discuss how your skills have evolved and how you can bring value to their team, especially in handling complex financial planning cases.
✨Prepare Questions
Think of insightful questions to ask during the interview. Inquire about their approach to professional development and salary reviews, as this shows you're serious about growing within the company and aligns with their values.
✨Emphasise Teamwork
Since you'll be working closely with Chartered Financial Planners, share examples of how you've collaborated effectively in the past. Highlight your adaptability and willingness to learn from different planners, which is crucial for this role.
