At a Glance
- Tasks: Support experienced Financial Advisers with UHNW clients and complex financial planning cases.
- Company: Reputable Independent Financial Advice firm with a focus on development.
- Benefits: Salary up to £50,000, discretionary bonus, and hybrid working.
- Other info: Join a supportive team culture with hands-on mentoring from industry experts.
- Why this job: Gain exposure to sophisticated client work and enjoy strong career progression.
- Qualifications: Experience in financial planning and a passion for technical wealth management.
The predicted salary is between 51750 - 63250 £ per year.
Are you an ambitious Paraplanner looking to join a highly respected Independent Financial Advice firm and work alongside a team that genuinely invests in your development? We're partnering with a well-established, highly reputable wealth management business that is looking to add a talented Paraplanner to its growing team.
The Opportunity
- You'll support two experienced Financial Advisers who work exclusively with Ultra High Net Worth (UHNW) clients, giving you exposure to complex and rewarding financial planning cases.
- This is a varied role where you'll be heavily involved across the full advice process, including:
- Writing high-quality suitability reports
- Research and technical analysis
- Pension planning
- Investments
- Protection planning
- Inheritance Tax (IHT) and estate planning strategies
- Cashflow modelling
- Preparing client recommendations and supporting documentation
- Attending client meetings and working closely with advisers on bespoke client solutions
Why Consider This Role?
- Salary up to £50,000
- Discretionary annual bonus
- Fully hybrid working with just 2-3 days per week in the London office
- Exposure to sophisticated UHNW client work
- Strong career progression opportunities
- Supportive and collaborative team culture
- Hands-on mentoring from experienced advisers and senior professionals
- A business that values development and will help spearhead your long-term career growth
Who We're Looking For
We're keen to speak with Paraplanners who have experience within a financial planning environment and enjoy the technical side of wealth management. You'll be someone who takes pride in producing quality work, has strong attention to detail, and is eager to continue developing your knowledge and expertise. If you're looking for a role where you can broaden your skills, gain exposure to complex planning cases, and join a firm known for its outstanding reputation and culture, I'd love to hear from you.
Get in touch for a confidential conversation.
Paraplanner - London Hybrid - Up to £50,000 + Discretionary Bonus employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - London Hybrid - Up to £50,000 + Discretionary Bonus
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Financial Divisions Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Financial Divisions Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Financial Divisions Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner - London Hybrid - Up to £50,000 + Discretionary Bonus
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Financial Divisions Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Financial Divisions Careers how you can be a team player!
How to prepare for a job interview at Financial Divisions Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Financial Divisions Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Financial Divisions Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
