At a Glance
- Tasks: Join a dynamic team as a Chartered Paraplanner, working on high-value financial cases.
- Company: Be part of a reputable Chartered IFA firm in Central London, known for top-notch financial advice.
- Benefits: Enjoy hybrid working options and competitive bonuses alongside a generous salary.
- Other info: Full study support provided to help you excel in your career.
- Why this job: Work directly with senior advisers on impactful financial solutions for high-net-worth clients.
- Qualifications: Must have experience in HNW paraplanning; Chartered status preferred but not mandatory.
The predicted salary is between 58800 - 67200 £ per year.
Job Description
Chartered Paraplanner - £70k - £80k basic salary plus bonusesChartered IFA Firm - Central LondonHybrid working after probationWorking with a high billing adviserand report into the Board of Directors My client are a medium sized Chartered IFA based in Central London whom I have met and placed 10+ members of staff with. They have an excellent reputation providing the highest levels of financial advice to HNW & UHNW private individuals who are City professionals, retirees, accumulators and families across London and the South. The business has a full team of administrators and paraplanners as well as a dedicated Compliance team.Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning with £5m+ of investable assets.As a result of this ongoing success, a brand-new vacancy has been created by the CEO for a highly experienced Senior Paraplanner who will work with the top advisers and highest net worth cases. You will be working directly for one of the Senior Planners/Directors on all their technical cases which are a minimum £1m+. This role will be suitable for a Paraplanner who is ideally Chartered or at least very close to completion.
You must have a background with an independent financial planning business. You MUST have a well-rounded experience of HNW paraplanning and not be a pure report writer. This role is very technical and requires deep and extensive product knowledge. Full study support and training will be given where required but they need someone who can hit the ground running. You will actively involved in compiling the advice, coming up with solutions and implementing them.Salary: £70k - £80k (depending on experience) plus bonusesWorking with a high billing adviser/DirectorHybrid working after probationIf this role sounds of interest or any other roles I am working on please get in touch.
Chartered Paraplanner - £70k - £80k basic salary plus bonuses - Central London employer: Financial Divisions
Join a prestigious Chartered IFA firm in Central London, renowned for its exceptional financial advice to high-net-worth clients. With a supportive work culture that promotes hybrid working after probation, you will have the opportunity to collaborate with top advisers and engage in complex financial cases, all while benefiting from comprehensive training and growth opportunities. This is an ideal environment for experienced professionals seeking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Paraplanner - £70k - £80k basic salary plus bonuses - Central 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. 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 Chartered Paraplanner - £70k - £80k basic salary plus bonuses - Central 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.
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'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
✨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.
✨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 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 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.
