At a Glance
- Tasks: Support Financial Advisers with research and detailed reports for clients' financial planning.
- Company: Respected financial planning firm focused on client relationships and professional growth.
- Benefits: Up to £50,000 salary, bonuses, remote work, and extensive benefits.
- Other info: Enjoy a collaborative environment with opportunities for long-term career progression.
- Why this job: Join a thriving team where your expertise is valued and career development is encouraged.
- Qualifications: Experience in Paraplanning with strong technical knowledge of financial products.
The predicted salary is between 43000 - 50000 £ per year.
Paraplanner (Within an IFA practice - route to advisor)
Location
Croydon (although this is a remote role)
Salary
Up to £50,000 + Bonus + Exceptional Benefits
Shape Financial Futures. Elevate Your Career.
Are you an experienced Paraplanner looking to join a highly respected and forward-thinking financial planning firm where your expertise is genuinely valued?
This is an outstanding opportunity to become part of a thriving, client-centric wealth management practice that has built its reputation on delivering exceptional financial planning and long-term relationships.
With continued business growth and an expanding client base, they're now looking to welcome a talented Paraplanner who is passionate about delivering first-class technical support and helping advisers provide outstanding financial advice.
If you enjoy working in a collaborative, professional environment where quality takes precedence over quantity and your career development is actively encouraged, this could be the opportunity you've been waiting for.
The Opportunity
As an integral member of the technical support team, you'll work closely with Financial Advisers to deliver comprehensive research, detailed suitability reports and technical analysis across pensions, investments, protection and wider financial planning.
You'll play a pivotal role behind every successful client recommendation, ensuring every piece of advice is accurate, compliant and tailored to each client's individual objectives.
This is a business that genuinely invests in its people, offering ongoing professional development, study support and genuine opportunities to progress your career.
- Your Responsibilities
- Produce high-quality suitability reports and recommendation letters.
- Conduct detailed research across pensions, investments, protection and financial planning solutions.
- Analyse client circumstances and provide technical support to Financial Advisers.
- Prepare illustrations, comparisons and product research.
- Liaise with providers, platforms and third parties to obtain technical information.
- Ensure all recommendations meet FCA and compliance standards.
- Maintain accurate client records using CRM and provider platforms.
- Support advisers throughout the entire financial planning journey from research through to implementation.
- Assist in delivering an exceptional client experience through accuracy, efficiency and attention to detail.
What We're Looking For
We're keen to speak with experienced Paraplanners who possess
- Previous Paraplanning experience within an Independent Financial Advice or Wealth Management environment.
- Strong technical knowledge of pensions, investments and financial planning.
- Excellent report writing and analytical skills.
- Outstanding attention to detail and organisational ability.
- Experience working with financial planning software and provider platforms.
- Excellent communication skills with both clients and professional contacts.
- A proactive attitude and genuine desire to continue developing professionally.
- Microsoft Office proficiency, particularly Word, Excel and Outlook.
Experience using Intelliflo Office and platforms such as Nucleus, Transact, Quilter and Standard Life/Abrdn would be advantageous but is by no means essential.
- What's On Offer
- Salary up to £50,000 depending on experience.
- Discretionary annual bonus.
- Hybrid/Fully Remote working.
- 25 days annual leave plus Christmas office closure.
- Employer pension contributions.
- Private Medical Insurance allowance.
- Death in Service cover.
- Study support and professional qualifications.
- Company laptop and mobile phone.
- Free on-site parking.
- Regular team social events.
- Genuine long-term career progression within a growing and successful financial planning practice.
Why Apply?
This is far more than another Paraplanning role.
It's an opportunity to become part of a business that values professionalism, technical excellence and exceptional client service in equal measure.
You'll be joining an organisation where your contribution is recognised, your development is supported and your career can flourish as the business continues its exciting growth journey.
Interested?
To find out more or apply in complete confidence, please contact
- Ryan Wootten
- Financial Divisions
- JBRP1_UKTJ
Paraplanner in London employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions (City) LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions (City) LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions (City) LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions (City) LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions (City) LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions (City) LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions (City) LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
