Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Chartered Financial Planners with diverse financial cases and recommendations.
- Company: Join a dynamic Chartered Financial Planning team focused on excellence.
- Benefits: Enjoy a discretionary bonus, generous holiday, and hybrid working options.
- Why this job: Gain exposure to various planning approaches while making a real impact.
- Qualifications: 3+ years as a paraplanner and Level 4 qualified, aiming for Chartered status.
- Other info: Collaborate with multiple planners for a rich learning experience.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Senior Paraplanner role within a Chartered Financial Planning team. You will provide full paraplanning support to a small number of Chartered Financial Planners, working with more than one planner to gain exposure to different approaches and cases.
Responsibilities
- Provide comprehensive paraplanning support to Chartered Financial Planners.
- Collaborate with multiple planners to handle diverse, complex financial planning cases.
- Develop a strong understanding of client scenarios and contribute to high-quality financial recommendations.
Qualifications
- 3+ years of experience as a paraplanner.
- Level 4 qualified and on the way to Chartered status (or already Chartered).
Benefits
- Discretionary Bonus pool (generally around 15%).
- 4x basic salary death in service.
- 25 days holiday.
- Option for hybrid working (3 days in the office).
#J-18808-Ljbffr
Paraplanner employer: Exchange Street Recruitment
Contact Detail:
Exchange Street Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with Chartered Financial Planners. This can help you gain insights into their work and potentially lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools. Being proficient in these technologies can set you apart from other candidates and demonstrate your commitment to staying current in the field.
✨Tip Number 3
Consider seeking mentorship from an experienced paraplanner or financial planner. They can provide valuable guidance on best practices and help you navigate your career path towards becoming Chartered.
✨Tip Number 4
Prepare to discuss specific case studies during interviews. Be ready to showcase your problem-solving skills and how you've contributed to complex financial planning scenarios in your previous roles.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 3+ years of paraplanning experience and any relevant qualifications. Emphasise your Level 4 qualification and progress towards Chartered status, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience in providing paraplanning support and how you have collaborated with multiple planners on complex cases. This will show your understanding of the responsibilities.
Showcase Relevant Skills: Highlight specific skills that are relevant to the role, such as analytical thinking, attention to detail, and strong communication abilities. Provide examples of how you've used these skills in previous roles to contribute to high-quality financial recommendations.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential in the financial planning industry.
How to prepare for a job interview at Exchange Street Recruitment
✨Showcase Your Experience
Make sure to highlight your 3+ years of experience as a paraplanner. Be prepared to discuss specific cases you've worked on and how you contributed to the financial planning process.
✨Demonstrate Collaboration Skills
Since the role involves working with multiple planners, emphasise your ability to collaborate effectively. Share examples of how you've successfully worked in teams to tackle complex financial scenarios.
✨Understand Client Scenarios
Prepare to discuss how you develop a strong understanding of client needs. Think about how you can contribute to high-quality financial recommendations based on different client situations.
✨Discuss Your Qualifications
Be ready to talk about your Level 4 qualification and your journey towards Chartered status. This shows your commitment to professional development and aligns with the expectations of the role.
